Motilal Oswal Quant Fund vs TATA BSE QUALITY INDEX FUND
Motilal vs Tata· Portfolio Overlap Analysis
8.9%Low Overlap
3 common stocks0
Investor takeaway: At just 8.9% overlap, these funds complement each other fairly well. Holding both gives you materially better diversification than most same-category pairings.
Common Holdings (3)
| Stock | Wt% in Motilal Oswal Quant | Wt% in TATA BSE QUALITY INDEX | Overlap |
|---|---|---|---|
Hero MotoCorp Limited Automobiles | 4.53% | 6.27% | 4.53% |
Hindustan Zinc Limited Non - Ferrous Metals | 4.45% | 2.61% | 2.61% |
Hindustan Aeronautics Limited Aerospace & Defense | 1.81% | 5.28% | 1.81% |
Unique to Motilal Oswal Quant
- Indian Oil Corporation Limited4.60%
- Vedanta Limited4.59%
- Glenmark Pharmaceuticals Limited4.56%
- Bharat Petroleum Corporation Limited4.50%
- Torrent Power Limited4.45%
- Lupin Limited4.44%
- Kalyan Jewellers India Limited4.43%
- Canara Bank4.35%
Unique to TATA BSE QUALITY INDEX
- COAL INDIA LTD.6.76%
- NESTLE INDIA LTD.6.53%
- BRITANNIA INDUSTRIES LTD.5.95%
- HCL TECHNOLOGIES LTD.5.84%
- CUMMINS INDIA LTD.5.52%
- INFOSYS LTD.5.22%
- TATA CONSULTANCY SERVICES LTD.5.21%
- HDFC ASSET MANAGEMENT COMPANY LTD.4.93%
Sector Overlap Breakdown
Automobiles4.5% (1)
Non - Ferrous Metals2.6% (1)
Aerospace & Defense1.8% (1)
More comparisons for TATA BSE QUALITY INDEX
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- vs Motilal Oswal BSE Quality ETF99.6% · 30 stocks
- vs ADITYA BIRLA SUN LIFE BSE 500 70.9% · 29 stocks
- vs ADITYA BIRLA SUN LIFE NIFTY 2061.9% · 19 stocks
- vs ICICI Prudential Nifty 200 Qua61.9% · 19 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.