Axis Nifty500 Momentum 50 Index Fund vs Motilal Oswal Nifty 500 Momentum 50 Index Fund

Portfolio Overlap Analysis · Axis vs Motilal

99.8%

High Overlap

50 common stocks · Rank #311 of 95,528 pairs

Fund A

Axis Nifty500 Momentum 50 Index Fund

Axis · Equity - Other

Fund B

Motilal Oswal Nifty 500 Momentum 50 Index Fund

Motilal · Equity - Other

Common Holdings (50)

Stock	Wt% in Axis Nifty500 Momentum 50 Inde	Wt% in Motilal Oswal Nifty 500 Moment	Overlap
Shriram Finance Limited Finance	5.43%	5.43%	5.43%
Eicher Motors Limited Automobiles	5.36%	5.36%	5.36%
Bajaj Finance Limited Finance	4.95%	4.95%	4.95%
Mahindra & Mahindra Limited Automobiles	4.66%	4.66%	4.66%
Hindalco Industries Limited Non - Ferrous Metals	4.58%	4.58%	4.58%
Maruti Suzuki India Limited Automobiles	4.45%	4.45%	4.45%
Bharti Airtel Limited Telecom - Services	4.44%	4.44%	4.44%
Asian Paints Limited Consumer Durables	4.05%	4.05%	4.05%
TVS Motor Company Limited Automobiles	3.75%	3.75%	3.75%
Hero MotoCorp Limited Automobiles	3.36%	3.36%	3.36%
InterGlobe Aviation Limited Transport Services	3.25%	3.25%	3.25%
BSE Limited Capital Markets	3.21%	3.21%	3.21%
Multi Commodity Exchange of India Limited Capital Markets	2.76%	2.76%	2.76%
The Federal Bank Limited Banks	2.70%	2.70%	2.70%
Cummins India Limited Industrial Products	2.55%	2.56%	2.55%
AU Small Finance Bank Limited Banks	2.51%	2.52%	2.51%
Muthoot Finance Limited Finance	2.43%	2.43%	2.43%
Laurus Labs Limited Pharmaceuticals & Biotechnology	2.43%	2.44%	2.43%
Canara Bank Banks	2.22%	2.22%	2.22%
Cholamandalam Investment and Finance Company Ltd Finance	1.96%	1.96%	1.96%
L&T Finance Limited Finance	1.89%	1.89%	1.89%
Max Financial Services Limited Insurance	1.85%	1.85%	1.85%
Fortis Healthcare Limited Healthcare Services	1.78%	1.79%	1.78%
One 97 Communications Limited Financial Technology (Fintech)	1.75%	1.75%	1.75%
GE Vernova T&D India Limited Electrical Equipment	1.68%	1.69%	1.68%
Indian Bank Banks	1.65%	1.65%	1.65%
FSN E-Commerce Ventures Limited Retailing	1.60%	1.61%	1.60%
Aditya Birla Capital Limited Finance	1.60%	1.60%	1.60%
GMR Airports Limited Transport Infrastructure	1.35%	1.36%	1.35%
UPL Limited Fertilizers & Agrochemicals	1.28%	1.28%	1.28%
Glenmark Pharmaceuticals Limited Pharmaceuticals & Biotechnology	1.10%	1.11%	1.10%
Karur Vysya Bank Limited Banks	1.09%	1.10%	1.09%
Mahindra & Mahindra Financial Services Limited Finance	1.07%	1.08%	1.07%
RBL Bank Limited Banks	1.02%	1.03%	1.02%
Navin Fluorine International Limited Chemicals & Petrochemicals	1.02%	1.03%	1.02%
Hitachi Energy India Limited Electrical Equipment	0.99%	0.99%	0.99%
City Union Bank Limited Banks	0.87%	0.88%	0.87%
Manappuram Finance Limited Finance	0.65%	0.66%	0.65%
Radico Khaitan Limited Beverages	0.65%	0.65%	0.65%
Force Motors Limited Automobiles	0.59%	0.59%	0.59%
Anand Rathi Wealth Limited Capital Markets	0.58%	0.58%	0.58%
Aster DM Healthcare Limited Healthcare Services	0.46%	0.47%	0.46%
Asahi India Glass Limited Auto Components	0.41%	0.42%	0.41%
Narayana Hrudayalaya Limited Healthcare Services	0.38%	0.38%	0.38%
IIFL Finance Limited Finance	0.36%	0.37%	0.36%
PTC Industries Limited Industrial Products	0.31%	0.31%	0.31%
HBL Engineering Limited Industrial Products	0.25%	0.25%	0.25%
Syrma SGS Technology Limited Industrial Manufacturing	0.21%	0.22%	0.21%
Choice International Limited Finance	0.19%	0.19%	0.19%
Gujarat Mineral Development Corporation Limited Minerals & Mining	0.16%	0.17%	0.16%

Unique to Axis Nifty500 Momentum 50 Inde

All top holdings are shared with the other fund.

Unique to Motilal Oswal Nifty 500 Moment

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Automobiles

22.2% (6)

Finance

20.5% (10)

Banks

12.1% (7)

Capital Markets

6.5% (3)

Non - Ferrous Metals

4.6% (1)

Telecom - Services

4.4% (1)

Consumer Durables

4.0% (1)

Pharmaceuticals & Biotechnology

3.5% (2)

Transport Services

3.3% (1)

Industrial Products

3.1% (3)

Electrical Equipment

2.7% (2)

Healthcare Services

2.6% (3)

Insurance

1.9% (1)

Financial Technology (Fintech)

1.8% (1)

Retailing

1.6% (1)

Transport Infrastructure

1.4% (1)

Fertilizers & Agrochemicals

1.3% (1)

Chemicals & Petrochemicals

1.0% (1)

Beverages

0.7% (1)

Auto Components

0.4% (1)

Industrial Manufacturing

0.2% (1)

Minerals & Mining

0.2% (1)

More comparisons for Axis Nifty500 Momentum 50 Inde

vs Motilal Oswal Nifty 500 Moment99.8% · 50 stocks
vs Nippon India Nifty 500 Momentu99.8% · 50 stocks
vs Kotak Nifty 500 Momentum 50 In99.5% · 50 stocks
vs HDFC NIFTY200 MOMENTUM 30 ETF76.9% · 27 stocks
vs Kotak Nifty 200 Momentum 30 In76.9% · 27 stocks

More comparisons for Motilal Oswal Nifty 500 Moment

vs Nippon India Nifty 500 Momentu100.0% · 50 stocks
vs Motilal Oswal Nifty 500 Moment100.0% · 50 stocks
vs Kotak Nifty 500 Momentum 50 In99.6% · 50 stocks
vs HDFC NIFTY200 MOMENTUM 30 ETF76.9% · 27 stocks
vs Kotak Nifty 200 Momentum 30 In76.9% · 27 stocks

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