Kotak Nifty Financial Services Ex-Bank Index Fund vs Motilal Oswal BSE Financials ex Bank 30 Index Fund
Portfolio Overlap Analysis · Kotak vs Motilal
87.3%
High Overlap
24 common stocks · Rank #639 of 95,528 pairs
Common Holdings (24)
| Stock | Wt% in Kotak Nifty Financial Services | Wt% in Motilal Oswal BSE Financials e | Overlap |
|---|---|---|---|
BAJAJ FINANCE LTD. Finance | 15.81% | 14.68% | 14.68% |
SHRIRAM FINANCE LIMITED Finance | 9.04% | 9.56% | 9.04% |
Bajaj Finserv Ltd. Finance | 6.81% | 7.29% | 6.81% |
SBI Life Insurance Company Ltd Insurance | 5.47% | 5.84% | 5.47% |
JIO FINANCIAL SERVICES LTD Finance | 5.00% | 5.37% | 5.00% |
HDFC Life Insurance Company Ltd Insurance | 4.60% | 4.91% | 4.60% |
CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LTD. Finance | 4.38% | 4.63% | 4.38% |
MULTI COMMODITY EXCHANGE OF INDIA LIMITED Capital Markets | 3.73% | 3.96% | 3.73% |
Power Finance Corporation Ltd. Finance | 3.60% | 3.81% | 3.60% |
HDFC ASSET MANAGEMENT COMPANY LTD. Capital Markets | 3.28% | 3.46% | 3.28% |
PB Fintech Ltd. Financial Technology (Fintech) | 3.02% | 3.17% | 3.02% |
Max Financial Services Ltd Insurance | 2.86% | 3.02% | 2.86% |
ICICI Lombard General Insurance Company Ltd Insurance | 2.75% | 2.89% | 2.75% |
One 97 Communications Ltd Financial Technology (Fintech) | 2.67% | 2.81% | 2.67% |
REC LTD Finance | 2.61% | 2.76% | 2.61% |
MUTHOOT FINANCE LTD. Finance | 2.15% | 2.30% | 2.15% |
360 ONE WAM LIMITED Capital Markets | 1.68% | 1.79% | 1.68% |
ADITYA BIRLA CAPITAL LTD Finance | 1.58% | 1.66% | 1.58% |
ICICI Prudential Life Insurance Co. Ltd. Insurance | 1.54% | 1.63% | 1.54% |
L&T FINANCE HOLDINGS LTD Finance | 1.39% | 1.49% | 1.39% |
SBI CARDS & PAYMENT SERVICES PVT. LTD. Finance | 1.39% | 1.46% | 1.39% |
INDIAN RAILWAY FINANCE CORPORATION LTD. Finance | 1.11% | 1.21% | 1.11% |
Life Insurance Corporation Of India Insurance | 1.13% | 1.02% | 1.02% |
LIC HOUSING FINANCE LTD. Finance | 0.97% | 1.03% | 0.97% |
Unique to Kotak Nifty Financial Services
- BSE LTD6.61%
Unique to Motilal Oswal BSE Financials e
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Finance54.7% (13)
Insurance18.2% (6)
Capital Markets8.7% (3)
Financial Technology (Fintech)5.7% (2)
More comparisons for Kotak Nifty Financial Services
- vs ICICI Prudential Nifty Financi86.0% · 25 stocks
- vs Motilal Oswal Nifty MidSmall F37.6% · 18 stocks
- vs Mirae Asset Nifty Financial Se36.8% · 15 stocks
- vs ICICI Prudential Nifty 200 Mom35.1% · 10 stocks
- vs ICICI Prudential Nifty 200 Mom35.1% · 10 stocks
More comparisons for Motilal Oswal BSE Financials e
- vs ICICI Prudential Nifty Financi79.8% · 23 stocks
- vs Mirae Asset Nifty Financial Se33.4% · 14 stocks
- vs ICICI Prudential Nifty 200 Mom31.1% · 9 stocks
- vs ICICI Prudential Nifty 200 Mom31.1% · 9 stocks
- vs SBI Banking And Financial Serv28.4% · 13 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.