Mirae Asset BSE Select IPO ETF vs Motilal Oswal BSE Select IPO ETF
Portfolio Overlap Analysis · Mirae vs Motilal
Common Holdings (66)
| Stock | Wt% in Mirae Asset BSE Select IPO ETF | Wt% in Motilal Oswal BSE Select IPO E | Overlap |
|---|---|---|---|
Max Healthcare Institute Ltd. Healthcare Services | 5.42% | 5.42% | 5.42% |
Jio Financial Services Ltd. Finance | 4.70% | 4.70% | 4.70% |
Eternal Ltd. Retailing | 4.65% | 4.65% | 4.65% |
One 97 Communications Ltd. Financial Technology (Fintech) | 4.62% | 4.62% | 4.62% |
Swiggy Ltd. Retailing | 4.51% | 4.51% | 4.51% |
PB Fintech Ltd. Financial Technology (Fintech) | 4.12% | 4.12% | 4.12% |
FSN E-Commerce Ventures Ltd. Retailing | 3.94% | 3.94% | 3.94% |
Hyundai Motor India Ltd. Automobiles | 3.23% | 3.23% | 3.23% |
Lodha Developers Ltd. Realty | 2.99% | 2.99% | 2.99% |
Siemens Energy India Ltd. Electrical Equipment | 2.82% | 2.82% | 2.82% |
Waaree Energies Ltd. Electrical Equipment | 2.78% | 2.78% | 2.78% |
Mankind Pharma Ltd. Pharmaceuticals & Biotechnology | 2.71% | 2.71% | 2.71% |
Vishal Mega Mart Ltd. Retailing | 2.68% | 2.68% | 2.68% |
Sona Blw Precision Forgings Ltd. Auto Components | 2.59% | 2.59% | 2.59% |
Delhivery Ltd. Transport Services | 2.49% | 2.49% | 2.49% |
Indian Railway Finance Corporation Ltd. Finance | 2.05% | 2.05% | 2.05% |
Mazagon Dock Shipbuilders Ltd. Industrial Manufacturing | 1.84% | 1.84% | 1.84% |
ITC Hotels Ltd. Leisure Services | 1.78% | 1.78% | 1.78% |
Computer Age Management Services Ltd. Capital Markets | 1.76% | 1.76% | 1.76% |
Life Insurance Corporation of India Insurance | 1.74% | 1.74% | 1.74% |
Kalyan Jewellers India Ltd. Consumer Durables | 1.69% | 1.69% | 1.69% |
Gland Pharma Ltd. Pharmaceuticals & Biotechnology | 1.56% | 1.56% | 1.56% |
Sai Life Sciences Ltd. Pharmaceuticals & Biotechnology | 1.47% | 1.47% | 1.47% |
Angel One Ltd. Capital Markets | 1.47% | 1.47% | 1.47% |
HDB Financial Services Ltd. Finance | 1.39% | 1.39% | 1.39% |
Kaynes Technology India Ltd. Industrial Manufacturing | 1.31% | 1.31% | 1.31% |
Bharti Hexacom Ltd. Telecom - Services | 1.30% | 1.30% | 1.30% |
Motherson Sumi Wiring India Ltd. Auto Components | 1.18% | 1.18% | 1.18% |
Star Health & Allied Insurance Co. Ltd. Insurance | 1.15% | 1.15% | 1.15% |
Ather Energy Ltd. Automobiles | 1.08% | 1.08% | 1.08% |
Tata Technologies Ltd. IT - Services | 1.08% | 1.08% | 1.08% |
Indian Renewable Energy Development Agency Ltd. Finance | 1.04% | 1.04% | 1.04% |
Piramal Pharma Ltd. Pharmaceuticals & Biotechnology | 1.03% | 1.03% | 1.03% |
Data Patterns (India) Ltd. Aerospace & Defense | 1.03% | 1.03% | 1.03% |
Global Health Ltd. Healthcare Services | 1.03% | 1.03% | 1.03% |
Nuvama Wealth Management Ltd. Capital Markets | 1.02% | 1.02% | 1.02% |
AWL Agri Business Ltd. Agricultural Food & other Products | 0.96% | 0.96% | 0.96% |
Premier Energies Ltd Electrical Equipment | 0.93% | 0.93% | 0.93% |
NTPC Green Energy Ltd. Power | 0.90% | 0.90% | 0.90% |
JSW Infrastructure Ltd. Transport Infrastructure | 0.87% | 0.87% | 0.87% |
Five Star Business Finance Ltd. Finance | 0.86% | 0.86% | 0.86% |
Bajaj Housing Finance Ltd. Finance | 0.86% | 0.86% | 0.86% |
Onesource Specialty Pharma Ltd. Pharmaceuticals & Biotechnology | 0.78% | 0.78% | 0.78% |
Jyoti CNC Automation Ltd. Industrial Manufacturing | 0.75% | 0.75% | 0.75% |
Hexaware Technologies Ltd. IT - Software | 0.72% | 0.72% | 0.72% |
Inventurus Knowledge Solutions Ltd. IT - Services | 0.71% | 0.71% | 0.71% |
Syrma SGS Technology Ltd. Industrial Manufacturing | 0.68% | 0.68% | 0.68% |
Sagility Ltd. IT - Services | 0.66% | 0.66% | 0.66% |
Rainbow Children's Medicare Ltd. Healthcare Services | 0.64% | 0.64% | 0.64% |
Indegene Ltd. Healthcare Services | 0.55% | 0.55% | 0.55% |
Devyani International Ltd. Leisure Services | 0.54% | 0.54% | 0.54% |
Aadhar Housing Finance Ltd. Finance | 0.52% | 0.52% | 0.52% |
Brainbees Solutions Ltd. Retailing | 0.51% | 0.51% | 0.51% |
Ola Electric Mobility Ltd. Automobiles | 0.48% | 0.48% | 0.48% |
Afcons Infrastructure Ltd. Construction | 0.48% | 0.48% | 0.48% |
Belrise Industries Ltd. Auto Components | 0.47% | 0.47% | 0.47% |
National Securities Depository Ltd. Capital Markets | 0.44% | 0.44% | 0.44% |
Signatureglobal (India) Ltd. Realty | 0.42% | 0.42% | 0.42% |
International Gemmological Inst.(I) Ltd. Commercial Services & Supplies | 0.35% | 0.35% | 0.35% |
Happiest Minds Technologies Ltd. IT - Software | 0.32% | 0.32% | 0.32% |
Anthem Biosciences Ltd. Pharmaceuticals & Biotechnology | 0.30% | 0.30% | 0.30% |
Railtel Corporation of India Ltd. Telecom - Services | 0.29% | 0.29% | 0.29% |
JSW Cement Ltd. Cement & Cement Products | 0.28% | 0.28% | 0.28% |
Acme Solar Holdings Ltd. Power | 0.26% | 0.26% | 0.26% |
Aditya Infotech Ltd. Industrial Manufacturing | 0.19% | 0.19% | 0.19% |
Vikram Solar Ltd. Electrical Equipment | 0.08% | 0.08% | 0.08% |
Unique to Mirae Asset BSE Select IPO ETF
All top holdings are shared with the other fund.
Unique to Motilal Oswal BSE Select IPO E
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Analysis
Mirae Asset BSE Select IPO ETF and Motilal Oswal BSE Select IPO ETF show 100.0% overlap, which is high in MFXray's current universe. This pair ranks #17 out of 95,528 analyzed combinations. The catch is that this is a cross-AMC pair, so changing fund houses here does not really change the portfolio underneath.
The overlap is being driven mainly by retailing exposure, which alone contributes 16.3% of the shared book. The biggest common positions are Max Healthcare Institute Ltd., Jio Financial Services Ltd., and Eternal Ltd.. Those names account for a large chunk of why the two funds move similarly.
Mirae Asset BSE Select IPO ETF still keeps some identity through very little that stands apart in the top holdings, while Motilal Oswal BSE Select IPO ETF leans on very little that stands apart in the top holdings. That matters because the common core is doing most of the heavy lifting, and the unique sleeve around it is relatively small.
The practical takeaway is simple: holding both funds is likely giving you more duplication than diversification. This is the kind of pair that deserves a second look before you assume you are spreading risk.
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More comparisons for Motilal Oswal BSE Select IPO E
- vs Axis Innovation24.5% · 12 stocks
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- vs HDFC Nifty India Digital Index23.8% · 7 stocks
- vs Mirae Asset Focused20.1% · 8 stocks
- vs Nippon India Innovation19.7% · 9 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.