Kotak Nifty 500 Momentum 50 Index Fund vs Motilal Oswal Nifty 500 Momentum 50 ETF
Portfolio Overlap Analysis · Kotak vs Motilal
99.6%
High Overlap
50 common stocks · Rank #442 of 95,528 pairs
Common Holdings (50)
| Stock | Wt% in Kotak Nifty 500 Momentum 50 In | Wt% in Motilal Oswal Nifty 500 Moment | Overlap |
|---|---|---|---|
SHRIRAM FINANCE LIMITED Finance | 5.41% | 5.43% | 5.41% |
Eicher Motors Ltd. Automobiles | 5.34% | 5.36% | 5.34% |
BAJAJ FINANCE LTD. Finance | 4.93% | 4.95% | 4.93% |
Mahindra & Mahindra Ltd. Automobiles | 4.64% | 4.66% | 4.64% |
Hindalco Industries Ltd. Non - Ferrous Metals | 4.56% | 4.58% | 4.56% |
Maruti Suzuki India Limited Automobiles | 4.43% | 4.45% | 4.43% |
BHARTI AIRTEL LTD. Telecom - Services | 4.42% | 4.44% | 4.42% |
Asian Paints(India) Ltd. Consumer Durables | 4.03% | 4.05% | 4.03% |
TVS Motor Company Ltd. Automobiles | 3.73% | 3.75% | 3.73% |
Hero MotoCorp Ltd. Automobiles | 3.35% | 3.36% | 3.35% |
Inter Globe Aviation Ltd Transport Services | 3.23% | 3.25% | 3.23% |
BSE LTD Capital Markets | 3.20% | 3.21% | 3.20% |
MULTI COMMODITY EXCHANGE OF INDIA LIMITED Capital Markets | 2.75% | 2.76% | 2.75% |
FEDERAL BANK LTD. Banks | 2.69% | 2.70% | 2.69% |
Cummins India Ltd. Industrial Products | 2.55% | 2.56% | 2.55% |
AU SMALL FINANCE BANK LTD. Banks | 2.51% | 2.52% | 2.51% |
Laurus Labs Ltd Pharmaceuticals and Biotechnology | 2.43% | 2.44% | 2.43% |
MUTHOOT FINANCE LTD. Finance | 2.42% | 2.43% | 2.42% |
CANARA BANK Banks | 2.21% | 2.22% | 2.21% |
CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LTD. Finance | 1.95% | 1.96% | 1.95% |
L&T FINANCE HOLDINGS LTD Finance | 1.88% | 1.89% | 1.88% |
Max Financial Services Ltd Insurance | 1.84% | 1.85% | 1.84% |
Fortis Healthcare India Ltd Healthcare Services | 1.78% | 1.79% | 1.78% |
One 97 Communications Ltd Financial Technology (Fintech) | 1.74% | 1.75% | 1.74% |
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 Ltd. Retailing | 1.60% | 1.61% | 1.60% |
ADITYA BIRLA CAPITAL LTD Finance | 1.60% | 1.61% | 1.60% |
GMR AIRPORTS LIMITED Transport Infrastructure | 1.35% | 1.36% | 1.35% |
UPL Ltd Fertilizers and Agrochemicals | 1.27% | 1.28% | 1.27% |
Glenmark Pharmaceuticals Ltd Pharmaceuticals and Biotechnology | 1.10% | 1.11% | 1.10% |
KARUR VYSYA BANK LTD. Banks | 1.10% | 1.10% | 1.10% |
Mahindra & Mahindra Financial Services Ltd. Finance | 1.08% | 1.08% | 1.08% |
RBL BANK LTD. Banks | 1.03% | 1.03% | 1.03% |
NAVIN FLUORINE INTERNATIONAL LTD. Chemicals and Petrochemicals | 1.02% | 1.03% | 1.02% |
HITACHI ENERGY INDIA LTD. Electrical Equipment | 0.99% | 1.00% | 0.99% |
City Union Bank Ltd. Banks | 0.87% | 0.88% | 0.87% |
Manappuram Finance Ltd. Finance | 0.65% | 0.66% | 0.65% |
Radico Khaitan Ltd. Beverages | 0.65% | 0.65% | 0.65% |
Force Motors Ltd. Automobiles | 0.59% | 0.59% | 0.59% |
Anand Rathi Wealth Ltd. Capital Markets | 0.58% | 0.58% | 0.58% |
ASTER DM HEALTHCARE LTD Healthcare Services | 0.46% | 0.47% | 0.46% |
Asahi India Glass Ltd. Auto Components | 0.42% | 0.42% | 0.42% |
Narayana Hrudalaya Ltd Healthcare Services | 0.38% | 0.38% | 0.38% |
India Infoline Ltd Finance | 0.37% | 0.37% | 0.37% |
PTC INDUSTRIES LTD. Industrial Products | 0.31% | 0.31% | 0.31% |
HBL ENGINEERING LTD. Industrial Products | 0.25% | 0.25% | 0.25% |
SYRMA SGS TECHNOLOGY LTD Industrial Manufacturing | 0.22% | 0.22% | 0.22% |
CHOICE INTERNATIONAL LTD Finance | 0.19% | 0.19% | 0.19% |
Gujarat Mineral Development Corporation Ltd. Minerals and Mining | 0.17% | 0.17% | 0.17% |
Unique to Kotak Nifty 500 Momentum 50 In
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
Automobiles22.1% (6)
Finance20.5% (10)
Banks12.1% (7)
Capital Markets6.5% (3)
Non - Ferrous Metals4.6% (1)
Telecom - Services4.4% (1)
Consumer Durables4.0% (1)
Pharmaceuticals and Biotechnology3.5% (2)
Transport Services3.2% (1)
Industrial Products3.1% (3)
Electrical Equipment2.7% (2)
Healthcare Services2.6% (3)
Insurance1.8% (1)
Financial Technology (Fintech)1.7% (1)
Retailing1.6% (1)
Transport Infrastructure1.4% (1)
Fertilizers and Agrochemicals1.3% (1)
Chemicals and Petrochemicals1.0% (1)
Beverages0.7% (1)
Auto Components0.4% (1)
Industrial Manufacturing0.2% (1)
Minerals and Mining0.2% (1)
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.