Kotak Nifty 50 Index Fund vs Motilal Oswal Nifty 100 ETF

Portfolio Overlap Analysis · Kotak vs Motilal

83.1%

High Overlap

50 common stocks · Rank #898 of 95,528 pairs

Fund A

Kotak Nifty 50 Index Fund

Kotak · Equity - Other

Fund B

Motilal Oswal Nifty 100 ETF

Motilal · Equity - Other

Common Holdings (50)

Stock	Wt% in Kotak Nifty 50 Index	Wt% in Motilal Oswal Nifty 100 ETF	Overlap
HDFC BANK LTD. Banks	11.81%	9.83%	9.83%
ICICI BANK LTD. Banks	8.57%	7.13%	7.13%
RELIANCE INDUSTRIES LTD. Petroleum Products	8.19%	6.81%	6.81%
BHARTI AIRTEL LTD. Telecom - Services	4.55%	3.79%	3.79%
Larsen and Toubro Ltd. Construction	4.37%	3.64%	3.64%
STATE BANK OF INDIA. Banks	4.34%	3.61%	3.61%
Infosys Ltd. IT - Software	3.96%	3.30%	3.30%
AXIS BANK LTD. Banks	3.45%	2.87%	2.87%
KOTAK MAHINDRA BANK LTD. Banks	2.66%	2.21%	2.21%
Mahindra & Mahindra Ltd. Automobiles	2.64%	2.19%	2.19%
ITC Ltd. Diversified FMCG	2.63%	2.19%	2.19%
TATA CONSULTANCY SERVICES LTD. IT - Software	2.34%	1.95%	1.95%
BAJAJ FINANCE LTD. Finance	2.30%	1.91%	1.91%
Hindustan Unilever Ltd. Diversified FMCG	1.80%	1.50%	1.50%
Maruti Suzuki India Limited Automobiles	1.70%	1.42%	1.42%
SUN PHARMACEUTICAL INDUSTRIES LTD. Pharmaceuticals and Biotechnology	1.60%	1.33%	1.33%
NTPC LTD Power	1.57%	1.31%	1.31%
TITAN COMPANY LTD. Consumer Durables	1.55%	1.29%	1.29%
ETERNAL LIMITED Retailing	1.54%	1.28%	1.28%
Tata Steel Ltd. Ferrous Metals	1.53%	1.27%	1.27%
Bharat Electronics Ltd. Aerospace and Defense	1.39%	1.15%	1.15%
Ultratech Cement Ltd. Cement and Cement Products	1.31%	1.10%	1.10%
SHRIRAM FINANCE LIMITED Finance	1.31%	1.09%	1.09%
HCL Technologies Ltd. IT - Software	1.27%	1.06%	1.06%
Power Grid Corporation of India Ltd. Power	1.18%	0.98%	0.98%
Hindalco Industries Ltd. Non - Ferrous Metals	1.16%	0.97%	0.97%
JSW Steel Ltd. Ferrous Metals	1.03%	0.86%	0.86%
Bajaj Finserv Ltd. Finance	0.99%	0.83%	0.83%
Adani Ports and Special Economic Zone Limited Transport Infrastructure	0.98%	0.81%	0.81%
Bajaj Auto Ltd. Automobiles	0.96%	0.81%	0.81%
Eicher Motors Ltd. Automobiles	0.96%	0.80%	0.80%
Inter Globe Aviation Ltd Transport Services	0.95%	0.79%	0.79%
Oil And Natural Gas Corporation Ltd. Oil	0.94%	0.79%	0.79%
Asian Paints(India) Ltd. Consumer Durables	0.93%	0.78%	0.78%
Grasim Industries Ltd. Cement and Cement Products	0.93%	0.78%	0.78%
Coal India Limited Consumable Fuels	0.85%	0.71%	0.71%
Nestle India Ltd. Food Products	0.81%	0.67%	0.67%
SBI Life Insurance Company Ltd Insurance	0.80%	0.66%	0.66%
Trent Ltd Retailing	0.75%	0.62%	0.62%
Tech Mahindra Ltd. IT - Software	0.75%	0.62%	0.62%
JIO FINANCIAL SERVICES LTD Finance	0.73%	0.61%	0.61%
Max Healthcare Institute Ltd. Healthcare Services	0.71%	0.59%	0.59%
Apollo Hospitals Enterprise Ltd. Healthcare Services	0.70%	0.59%	0.59%
TATA MOTORS PASSENGER VEHICLES LTD Automobiles	0.70%	0.58%	0.58%
Dr.Reddy's Laboratories Ltd. Pharmaceuticals and Biotechnology	0.68%	0.57%	0.57%
HDFC Life Insurance Company Ltd Insurance	0.67%	0.56%	0.56%
Cipla Ltd. Pharmaceuticals and Biotechnology	0.66%	0.55%	0.55%
TATA CONSUMER PRODUCTS LTD. Agricultural Food and other Product	0.65%	0.54%	0.54%
Wipro Ltd. IT - Software	0.50%	0.42%	0.42%
Adani Enterprises Ltd Metals and Minerals Trading	0.49%	0.41%	0.41%

Unique to Kotak Nifty 50 Index

All top holdings are shared with the other fund.

Unique to Motilal Oswal Nifty 100 ETF

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks

25.6% (5)

IT - Software

7.3% (5)

Petroleum Products

6.8% (1)

Automobiles

5.8% (5)

Finance

4.4% (4)

Telecom - Services

3.8% (1)

Diversified FMCG

3.7% (2)

Construction

3.6% (1)

Pharmaceuticals and Biotechnology

2.5% (3)

Power

2.3% (2)

Ferrous Metals

2.1% (2)

Consumer Durables

2.1% (2)

Retailing

1.9% (2)

Cement and Cement Products

1.9% (2)

Insurance

1.2% (2)

Healthcare Services

1.2% (2)

Aerospace and Defense

1.1% (1)

Non - Ferrous Metals

1.0% (1)

Transport Infrastructure

0.8% (1)

Transport Services

0.8% (1)

Oil

0.8% (1)

Consumable Fuels

0.7% (1)

Food Products

0.7% (1)

Agricultural Food and other Product

0.5% (1)

Metals and Minerals Trading

0.4% (1)

More comparisons for Kotak Nifty 50 Index

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vs HDFC NIFTY 50 ETF99.8% · 50 stocks

More comparisons for Motilal Oswal Nifty 100 ETF

vs HDFC NIFTY 100 ETF99.9% · 100 stocks
vs Nippon India ETF Nifty 10099.8% · 100 stocks
vs Axis Nifty 100 Index99.8% · 100 stocks
vs HDFC NIFTY 100 Index99.8% · 100 stocks
vs Parag Parikh Large Cap99.7% · 100 stocks

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