quant Business Cycle Fund vs quant Momentum Fund
Quant vs Quant· Portfolio Overlap Analysis
43.3%High Overlap
9 common stocksRank #18476 / 20,000
Investor takeaway: At 43.3% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (9)
| Stock | Wt% in quant Business Cycle | Wt% in quant Momentum | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 9.51% | 9.27% | 9.27% |
Piramal Finance Ltd Finance | 8.81% | 8.51% | 8.51% |
Aurobindo Pharma Limited Pharmaceuticals & Biotechnology | 7.34% | 6.62% | 6.62% |
Adani Green Energy Limited Power | 9.18% | 6.51% | 6.51% |
HDFC Life Insurance Co Ltd Insurance | 8.97% | 5.68% | 5.68% |
Adani Enterprises Limited Metals & Minerals Trading | 3.53% | 9.32% | 3.53% |
HDFC Asset Management Company Ltd Capital Markets | 3.16% | 1.35% | 1.35% |
ICICI Prudential AMC Ltd Capital Markets | 2.09% | 1.03% | 1.03% |
One 97 Communications Limited Financial Technology (Fintech) | 0.87% | 0.80% | 0.80% |
Unique to quant Business Cycle
- Samvardhana Motherson International Ltd10.51%
- Dabur India Limited3.10%
- Zydus Wellness Ltd3.06%
Unique to quant Momentum
- Bajaj Auto Limited4.14%
- Kotak Mahindra Bank Limited3.75%
- Varun Beverages Limited2.81%
- Coal India Ltd2.17%
Sector Overlap Breakdown
Banks9.3% (1)
Finance8.5% (1)
Pharmaceuticals & Biotechnology6.6% (1)
Power6.5% (1)
Insurance5.7% (1)
Metals & Minerals Trading3.5% (1)
Capital Markets2.4% (2)
Financial Technology (Fintech)0.8% (1)
More comparisons for quant Momentum
- vs quant Quantamental53.3% · 13 stocks
- vs quant ESG Integration Strategy42.7% · 9 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.