ADITYA BIRLA SUN LIFE BSE 500 MOMENTUM 50 INDEX FUND vs Motilal Oswal Nifty 500 Momentum 50 ETF

ABSL vs Motilal· Portfolio Overlap Analysis

68.1%High Overlap
36 common stocksRank #3392 / 5,000

Investor takeaway: These funds overlap 68.1%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.

Common Holdings (36)

StockWt% in ADITYA BIRLA SUN LIFE BSE 500 Wt% in Motilal Oswal Nifty 500 MomentOverlap
Shriram Finance Ltd
Finance
4.92%5.43%4.92%
Eicher Motors Limited
Automobiles
4.23%5.36%4.23%
Bajaj Finance Limited
Finance
3.76%4.95%3.76%
TVS Motor Company Limited
Automobiles
4.10%3.75%3.75%
Maruti Suzuki India Limited
Automobiles
3.54%4.45%3.54%
Bharti Airtel Limited
Telecom - Services
3.47%4.44%3.47%
Hero MotoCorp Limited
Automobiles
3.36%3.36%3.36%
InterGlobe Aviation Limited
Transport Services
3.83%3.25%3.25%
Multi Commodity Exchange of India Limited
Capital Markets
3.14%2.76%2.76%
AU Small Finance Bank Limited
Banks
3.16%2.52%2.52%
Laurus Labs Limited
Pharmaceuticals & Biotechnology
2.75%2.44%2.44%
Muthoot Finance Limited
Finance
2.64%2.43%2.43%
Canara Bank
Banks
2.93%2.22%2.22%
Cholamandalam Investment and Finance Company Limited
Finance
3.07%1.96%1.96%
Max Financial Services Limited
Insurance
2.91%1.85%1.85%
Fortis Healthcare Limited
Healthcare Services
2.07%1.79%1.79%
One 97 Communications Limited
Financial Technology (Fintech)
1.82%1.75%1.75%
L&T Finance Limited
Finance
1.70%1.89%1.70%
GE Vernova T&D India Ltd
Electrical Equipment
2.30%1.69%1.69%
Indian Bank
Banks
1.95%1.65%1.65%
FSN E-Commerce Ventures Limited
Retailing
2.07%1.61%1.61%
Aditya Birla Capital Limited
Finance
1.85%1.61%1.61%
UPL Limited
Fertilizers & Agrochemicals
1.71%1.28%1.28%
Mahindra & Mahindra Financial Services Limited
Finance
1.16%1.08%1.08%
RBL Bank Limited
Banks
1.38%1.03%1.03%
Navin Fluorine International Limited
Chemicals & Petrochemicals
1.34%1.03%1.03%
Hitachi Energy India Limited
Electrical Equipment
1.60%1.00%1.00%
City Union Bank Limited
Banks
1.04%0.88%0.88%
Manappuram Finance Limited
Finance
1.09%0.66%0.66%
FORCE MOTORS LTD FORCE MOTORS LTD
Automobiles
0.85%0.59%0.59%
Anand Rathi Wealth Limited
Capital Markets
0.51%0.58%0.51%
Aster DM Healthcare Limited
Healthcare Services
0.61%0.47%0.47%
Asahi India Glass Limited
Auto Components
0.50%0.42%0.42%
Narayana Hrudayalaya Limited
Healthcare Services
0.59%0.38%0.38%
PTC Industries Limited
Industrial Products
0.44%0.31%0.31%
CHOICE INTERNATIONAL LTD
Finance
0.32%0.19%0.19%

Unique to ADITYA BIRLA SUN LIFE BSE 500

  • Bharat Electronics Limited4.38%
  • SBI Life Insurance Company Limited3.86%
  • Bajaj Finserv Limited3.68%

Unique to Motilal Oswal Nifty 500 Moment

  • Mahindra & Mahindra Limited4.66%
  • Hindalco Industries Limited4.58%
  • Asian Paints Limited4.05%

Sector Overlap Breakdown

Finance
18.3% (9)
Automobiles
15.5% (5)
Banks
8.3% (5)
Telecom - Services
3.5% (1)
Capital Markets
3.3% (2)
Transport Services
3.3% (1)
Electrical Equipment
2.7% (2)
Healthcare Services
2.6% (3)
Pharmaceuticals & Biotechnology
2.4% (1)
Insurance
1.9% (1)
Financial Technology (Fintech)
1.8% (1)
Retailing
1.6% (1)
Fertilizers & Agrochemicals
1.3% (1)
Chemicals & Petrochemicals
1.0% (1)
Auto Components
0.4% (1)
Industrial Products
0.3% (1)

More comparisons for ADITYA BIRLA SUN LIFE BSE 500

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