ADITYA BIRLA SUN LIFE NIFTY 50 EQUAL WEIGHT INDEX FUND vs Motilal Oswal Nifty 50 Equal Weight ETF

ABSL vs Motilal· Portfolio Overlap Analysis

99.8%High Overlap
50 common stocksRank #956 / 5,000

Investor takeaway: These funds overlap 99.8%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.

Common Holdings (50)

StockWt% in ADITYA BIRLA SUN LIFE NIFTY 50Wt% in Motilal Oswal Nifty 50 Equal WOverlap
Tata Steel Limited
Ferrous Metals
2.51%2.52%2.51%
State Bank of India
Banks
2.49%2.49%2.49%
Oil & Natural Gas Corporation Limited
Oil
2.39%2.39%2.39%
NTPC Limited
Power
2.36%2.36%2.36%
JSW Steel Limited
Ferrous Metals
2.31%2.32%2.31%
Axis Bank Limited
Banks
2.26%2.26%2.26%
Power Grid Corporation of India Limited
Power
2.25%2.25%2.25%
Shriram Finance Ltd
Finance
2.25%2.25%2.25%
Bharat Electronics Limited
Aerospace & Defense
2.24%2.24%2.24%
Bajaj Auto Limited
Automobiles
2.20%2.20%2.20%
Eicher Motors Limited
Automobiles
2.19%2.19%2.19%
Apollo Hospitals Enterprise Limited
Healthcare Services
2.19%2.19%2.19%
Titan Company Limited
Consumer Durables
2.17%2.17%2.17%
UltraTech Cement Limited
Cement & Cement Products
2.15%2.15%2.15%
Coal India Limited
Consumable Fuels
2.15%2.15%2.15%
Tata Motors Passenger Vehicles Limited
Automobiles
2.14%2.14%2.14%
Hindalco Industries Limited
Non - Ferrous Metals
2.12%2.12%2.12%
Larsen & Toubro Limited
Construction
2.12%2.12%2.12%
Adani Ports and Special Economic Zone Limited
Transport Infrastructure
2.05%2.05%2.05%
ICICI Bank Limited
Banks
2.05%2.05%2.05%
Max Healthcare Institute Limited
Healthcare Services
2.04%2.04%2.04%
Nestle India Limited
Food Products
2.03%2.03%2.03%
Dr. Reddys Laboratories Limited
Pharmaceuticals & Biotechnology
2.03%2.03%2.03%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
2.02%2.02%2.02%
SBI Life Insurance Company Limited
Insurance
2.02%2.02%2.02%
Hindustan Unilever Limited
Diversified FMCG
2.01%2.01%2.01%
Bajaj Finance Limited
Finance
1.99%2.00%1.99%
Grasim Industries Limited
Cement & Cement Products
1.99%1.99%1.99%
Bajaj Finserv Limited
Finance
1.98%1.98%1.98%
Tata Consumer Products Limited
Agricultural Food & other Products
1.94%1.94%1.94%
Adani Enterprises Limited
Metals & Minerals Trading
1.94%1.94%1.94%
Kotak Mahindra Bank Limited
Banks
1.92%1.92%1.92%
HDFC Life Insurance Company Limited
Insurance
1.91%1.92%1.91%
InterGlobe Aviation Limited
Transport Services
1.91%1.91%1.91%
Mahindra & Mahindra Limited
Automobiles
1.88%1.88%1.88%
Trent Limited
Retailing
1.82%1.82%1.82%
Cipla Limited
Pharmaceuticals & Biotechnology
1.79%1.79%1.79%
Maruti Suzuki India Limited
Automobiles
1.79%1.79%1.79%
HDFC Bank Limited
Banks
1.79%1.79%1.79%
Reliance Industries Limited
Petroleum Products
1.79%1.79%1.79%
Bharti Airtel Limited
Telecom - Services
1.79%1.79%1.79%
Eternal Limited
Retailing
1.75%1.75%1.75%
Asian Paints Limited
Consumer Durables
1.73%1.73%1.73%
Jio Financial Services Limited
Finance
1.72%1.72%1.72%
Tech Mahindra Limited
IT - Software
1.69%1.69%1.69%
HCL Technologies Limited
IT - Software
1.68%1.68%1.68%
Tata Consultancy Services Limited
IT - Software
1.61%1.61%1.61%
Infosys Limited
IT - Software
1.57%1.57%1.57%
ITC Limited
Diversified FMCG
1.55%1.56%1.55%
Wipro Limited
IT - Software
1.51%1.51%1.51%

Unique to ADITYA BIRLA SUN LIFE NIFTY 50

All top holdings are shared with the other fund.

Unique to Motilal Oswal Nifty 50 Equal W

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
10.5% (5)
Automobiles
10.2% (5)
IT - Software
8.1% (5)
Finance
7.9% (4)
Pharmaceuticals & Biotechnology
5.8% (3)
Ferrous Metals
4.8% (2)
Power
4.6% (2)
Healthcare Services
4.2% (2)
Cement & Cement Products
4.1% (2)
Insurance
3.9% (2)
Consumer Durables
3.9% (2)
Retailing
3.6% (2)
Diversified FMCG
3.6% (2)
Oil
2.4% (1)
Aerospace & Defense
2.2% (1)
Consumable Fuels
2.1% (1)
Non - Ferrous Metals
2.1% (1)
Construction
2.1% (1)
Transport Infrastructure
2.0% (1)
Food Products
2.0% (1)
Agricultural Food & other Products
1.9% (1)
Metals & Minerals Trading
1.9% (1)
Transport Services
1.9% (1)
Petroleum Products
1.8% (1)
Telecom - Services
1.8% (1)

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