Samco Multi Asset Allocation Fund vs Samco Multi Cap Fund

Samco vs Samco· Portfolio Overlap Analysis

20.3%Moderate Overlap
32 common stocks0

Investor takeaway: These funds share moderate overlap at 20.3%. Some duplication is normal, but you should still check whether the common sectors match the role you want each fund to play.

Common Holdings (32)

StockWt% in Samco Multi Asset AllocationWt% in Samco Multi CapOverlap
Schaeffler India Limited
Auto Components
2.26%2.03%2.03%
3M India Limited
Diversified
2.41%1.80%1.80%
Nippon Life India Asset Management Limited
Capital Markets
3.15%1.74%1.74%
AIA Engineering Limited
Industrial Products
2.57%1.70%1.70%
Karur Vysya Bank Limited
Banks
1.16%1.84%1.16%
Vedanta Limited
Diversified Metals
0.91%1.73%0.91%
Indian Oil Corporation Limited
Petroleum Products
0.87%1.75%0.87%
APL Apollo Tubes Limited
Industrial Products
1.16%0.85%0.85%
Axis Bank Limited
Banks
0.82%1.67%0.82%
Hero MotoCorp Limited
Automobiles
1.58%0.73%0.73%
Can Fin Homes Limited
Finance
0.70%1.26%0.70%
Godawari Power And Ispat limited
Industrial Products
0.64%1.45%0.64%
JB Chemicals & Pharmaceuticals Limited
Pharmaceuticals & Biotechnology
0.63%1.57%0.63%
Aditya Birla Sun Life AMC Limited
Capital Markets
0.57%1.53%0.57%
Eicher Motors Limited
Automobiles
0.56%1.88%0.56%
Engineers India Limited
Construction
0.54%1.56%0.54%
SBI Life Insurance Company Limited
Insurance
0.50%1.19%0.50%
Motherson Sumi Wiring India Limited
Auto Components
0.49%1.24%0.49%
Bajaj Finance Limited
Finance
0.46%1.76%0.46%
TVS Motor Company Limited
Automobiles
0.46%0.99%0.46%
Pfizer Limited
Pharmaceuticals & Biotechnology
0.31%1.41%0.31%
LT Foods Limited
Agricultural Food & other Products
0.30%1.33%0.30%
Torrent Pharmaceuticals Limited
Pharmaceuticals & Biotechnology
0.29%1.17%0.29%
Gravita India Limited
Minerals & Mining
0.27%1.20%0.27%
Dr. Lal Path Labs Limited
Healthcare Services
0.24%1.40%0.24%
Akzo Nobel India Limited
Consumer Durables
0.23%1.29%0.23%
Metropolis Healthcare Limited
Healthcare Services
0.18%0.96%0.18%
Canara Bank
Banks
0.18%1.10%0.18%
State Bank of India
Banks
0.15%1.20%0.15%
NMDC Limited
Minerals & Mining
0.99%0.02%0.02%
Shriram Finance Limited
Finance
0.00%1.61%0.00%
Hindalco Industries Limited
Non - Ferrous Metals
0.00%1.39%0.00%

Unique to Samco Multi Asset Allocation

  • Coromandel International Limited1.75%
  • Religare Enterprises Limited1.27%

Unique to Samco Multi Cap

  • Indian Bank1.86%
  • Bank of India1.77%
  • GE Vernova T&D India Limited1.75%
  • Marico Limited1.75%

Sector Overlap Breakdown

Industrial Products
3.2% (3)
Auto Components
2.5% (2)
Capital Markets
2.3% (2)
Banks
2.3% (4)
Diversified
1.8% (1)
Automobiles
1.8% (3)
Pharmaceuticals & Biotechnology
1.2% (3)
Finance
1.2% (3)
Diversified Metals
0.9% (1)
Petroleum Products
0.9% (1)
Construction
0.5% (1)
Insurance
0.5% (1)
Healthcare Services
0.4% (2)
Agricultural Food & other Products
0.3% (1)
Minerals & Mining
0.3% (2)
Consumer Durables
0.2% (1)
Non - Ferrous Metals
0.0% (1)

Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.