quant ESG Integration Strategy Fund vs quant Momentum Fund
Quant vs Quant· Portfolio Overlap Analysis
42.7%High Overlap
9 common stocksRank #19234 / 20,000
Investor takeaway: At 42.7% 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 ESG Integration Strategy | Wt% in quant Momentum | Overlap |
|---|---|---|---|
Adani Enterprises Limited Metals & Minerals Trading | 9.13% | 9.32% | 9.13% |
Piramal Finance Ltd Finance | 7.77% | 8.51% | 7.77% |
Adani Green Energy Limited Power | 8.71% | 6.51% | 6.51% |
Aurobindo Pharma Limited Pharmaceuticals & Biotechnology | 5.30% | 6.62% | 5.30% |
HDFC Life Insurance Co Ltd Insurance | 4.44% | 5.68% | 4.44% |
Bajaj Auto Limited Automobiles | 7.65% | 4.14% | 4.14% |
Kotak Mahindra Bank Limited Banks | 4.08% | 3.75% | 3.75% |
HDFC Asset Management Company Ltd Capital Markets | 3.50% | 1.35% | 1.35% |
Colgate-Palmolive (India) Ltd Personal Products | 0.30% | 1.30% | 0.30% |
Unique to quant ESG Integration Strategy
- Adani Energy Solutions Limited7.40%
- ICICI Prudential Life Insurance Co Ltd5.90%
- Dabur India Limited4.14%
Unique to quant Momentum
- HDFC Bank Limited9.27%
- Varun Beverages Limited2.81%
- Coal India Ltd2.17%
Sector Overlap Breakdown
Metals & Minerals Trading9.1% (1)
Finance7.8% (1)
Power6.5% (1)
Pharmaceuticals & Biotechnology5.3% (1)
Insurance4.4% (1)
Automobiles4.1% (1)
Banks3.8% (1)
Capital Markets1.4% (1)
Personal Products0.3% (1)
More comparisons for quant Momentum
- vs quant Quantamental53.3% · 13 stocks
- vs quant Business Cycle43.3% · 9 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.