quant Momentum Fund vs quant Quantamental Fund
Quant vs Quant· Portfolio Overlap Analysis
53.3%High Overlap
13 common stocksRank #7582 / 20,000
Investor takeaway: At 53.3% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (13)
| Stock | Wt% in quant Momentum | Wt% in quant Quantamental | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 9.27% | 8.75% | 8.75% |
Piramal Finance Ltd Finance | 8.51% | 8.31% | 8.31% |
Adani Enterprises Limited Metals & Minerals Trading | 9.32% | 8.01% | 8.01% |
Adani Green Energy Limited Power | 6.51% | 5.82% | 5.82% |
HDFC Life Insurance Co Ltd Insurance | 5.68% | 5.80% | 5.68% |
Aurobindo Pharma Limited Pharmaceuticals & Biotechnology | 6.62% | 3.99% | 3.99% |
Bajaj Auto Limited Automobiles | 4.14% | 3.69% | 3.69% |
Kotak Mahindra Bank Limited Banks | 3.75% | 3.14% | 3.14% |
Varun Beverages Limited Beverages | 2.81% | 1.85% | 1.85% |
Colgate-Palmolive (India) Ltd Personal Products | 1.30% | 1.67% | 1.30% |
ICICI Prudential AMC Ltd Capital Markets | 1.03% | 1.36% | 1.03% |
Eternal Limited Retailing | 1.06% | 0.90% | 0.90% |
One 97 Communications Limited Financial Technology (Fintech) | 0.80% | 1.03% | 0.80% |
Unique to quant Momentum
- Coal India Ltd2.17%
Unique to quant Quantamental
- Larsen & Toubro Limited5.38%
- Adani Power Limited2.88%
Sector Overlap Breakdown
Banks11.9% (2)
Finance8.3% (1)
Metals & Minerals Trading8.0% (1)
Power5.8% (1)
Insurance5.7% (1)
Pharmaceuticals & Biotechnology4.0% (1)
Automobiles3.7% (1)
Beverages1.9% (1)
Personal Products1.3% (1)
Capital Markets1.0% (1)
Retailing0.9% (1)
Financial Technology (Fintech)0.8% (1)
More comparisons for quant Momentum
- vs quant Business Cycle43.3% · 9 stocks
- vs quant ESG Integration Strategy42.7% · 9 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.