Motilal Oswal Nifty 500 Momentum 50 ETF vs Samco Dynamic Asset Allocation Fund
Motilal vs Samco· Portfolio Overlap Analysis
23.0%Moderate Overlap
33 common stocks0
Investor takeaway: These funds share moderate overlap at 23.0%. Some duplication is normal, but you should still check whether the common sectors match the role you want each fund to play.
Common Holdings (33)
| Stock | Wt% in Motilal Oswal Nifty 500 Moment | Wt% in Samco Dynamic Asset Allocation | Overlap |
|---|---|---|---|
Eicher Motors Limited Automobiles | 5.36% | 2.68% | 2.68% |
Bajaj Finance Limited Finance | 4.95% | 1.53% | 1.53% |
TVS Motor Company Limited Automobiles | 3.75% | 1.52% | 1.52% |
GE Vernova T&D India Limited Electrical Equipment | 1.69% | 1.27% | 1.27% |
Max Financial Services Limited Insurance | 1.85% | 1.23% | 1.23% |
Aditya Birla Capital Limited Finance | 1.61% | 1.18% | 1.18% |
AU Small Finance Bank Limited Banks | 2.52% | 1.16% | 1.16% |
L&T Finance Limited Finance | 1.89% | 0.87% | 0.87% |
Canara Bank Banks | 2.22% | 0.85% | 0.85% |
BSE Limited Capital Markets | 3.21% | 0.71% | 0.71% |
Fortis Healthcare Limited Healthcare Services | 1.79% | 0.71% | 0.71% |
One 97 Communications Limited Financial Technology (Fintech) | 1.75% | 0.70% | 0.70% |
Muthoot Finance Limited Finance | 2.43% | 0.67% | 0.67% |
Shriram Finance Limited Finance | 5.43% | 0.61% | 0.61% |
Force Motors Limited Automobiles | 0.59% | 0.69% | 0.59% |
Hitachi Energy India Limited Electrical Equipment | 1.00% | 0.58% | 0.58% |
Multi Commodity Exchange of India Limited Capital Markets | 2.76% | 0.55% | 0.55% |
Hindalco Industries Limited Non - Ferrous Metals | 4.58% | 0.54% | 0.54% |
Karur Vysya Bank Limited Banks | 1.10% | 0.52% | 0.52% |
City Union Bank Limited Banks | 0.88% | 0.45% | 0.45% |
RBL Bank Limited Banks | 1.03% | 0.44% | 0.44% |
Laurus Labs Limited Pharmaceuticals & Biotechnology | 2.44% | 0.43% | 0.43% |
Glenmark Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 1.11% | 0.42% | 0.42% |
Navin Fluorine International Limited Chemicals & Petrochemicals | 1.03% | 0.40% | 0.40% |
Anand Rathi Wealth Limited Capital Markets | 0.58% | 0.39% | 0.39% |
Indian Bank Banks | 1.65% | 0.36% | 0.36% |
Manappuram Finance Limited Finance | 0.66% | 0.33% | 0.33% |
Asahi India Glass Limited Auto Components | 0.42% | 0.30% | 0.30% |
FSN E-Commerce Ventures Limited Retailing | 1.61% | 0.27% | 0.27% |
HBL Engineering Limited Industrial Products | 0.25% | 0.25% | 0.25% |
Radico Khaitan Limited Beverages | 0.65% | 0.20% | 0.20% |
Gujarat Mineral Development Corporation Limited Minerals & Mining | 0.17% | 0.41% | 0.17% |
Hero MotoCorp Limited Automobiles | 3.36% | 0.16% | 0.16% |
Unique to Motilal Oswal Nifty 500 Moment
- Mahindra & Mahindra Limited4.66%
- Maruti Suzuki India Limited4.45%
- Bharti Airtel Limited4.44%
- Asian Paints Limited4.05%
Unique to Samco Dynamic Asset Allocation
- Religare Enterprises Limited9.60%
- Adani Power Limited1.85%
- SBI Life Insurance Company Limited1.53%
- JSW Steel Limited1.49%
- Vedanta Limited1.26%
Sector Overlap Breakdown
Finance5.2% (6)
Automobiles5.0% (4)
Banks3.8% (6)
Electrical Equipment1.9% (2)
Capital Markets1.6% (3)
Insurance1.2% (1)
Pharmaceuticals & Biotechnology0.8% (2)
Healthcare Services0.7% (1)
Financial Technology (Fintech)0.7% (1)
Non - Ferrous Metals0.5% (1)
Chemicals & Petrochemicals0.4% (1)
Auto Components0.3% (1)
Retailing0.3% (1)
Industrial Products0.3% (1)
Beverages0.2% (1)
Minerals & Mining0.2% (1)
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.