Motilal Oswal Nifty 200 Momentum 30 ETF vs Motilal Oswal Nifty 200 Momentum 30 Index Fund

Portfolio Overlap Analysis · Motilal vs Motilal

100.0%
High Overlap
31 common stocks · Rank #20 of 95,528 pairs
Fund A
Motilal Oswal Nifty 200 Momentum 30 ETF
Motilal · Equity - Other
Fund B
Motilal Oswal Nifty 200 Momentum 30 Index Fund
Motilal · Equity - Other

Common Holdings (31)

StockWt% in Motilal Oswal Nifty 200 MomentWt% in Motilal Oswal Nifty 200 MomentOverlap
State Bank of India
Banks
6.10%6.10%6.10%
Shriram Finance Limited
Finance
5.51%5.51%5.51%
Eicher Motors Limited
Automobiles
5.36%5.36%5.36%
Hindalco Industries Limited
Non - Ferrous Metals
5.19%5.19%5.19%
Bajaj Finance Limited
Finance
4.88%4.88%4.88%
TVS Motor Company Limited
Automobiles
4.57%4.57%4.57%
Maruti Suzuki India Limited
Automobiles
4.39%4.39%4.39%
Bharti Airtel Limited
Telecom - Services
4.38%4.38%4.38%
Asian Paints Limited
Consumer Durables
4.24%4.24%4.24%
Hero MotoCorp Limited
Automobiles
4.13%4.13%4.13%
InterGlobe Aviation Limited
Transport Services
3.86%3.86%3.86%
BSE Limited
Capital Markets
3.81%3.81%3.81%
SBI Life Insurance Company Limited
Insurance
3.78%3.78%3.78%
The Federal Bank Limited
Banks
3.27%3.27%3.27%
Cummins India Limited
Industrial Products
3.11%3.11%3.11%
AU Small Finance Bank Limited
Banks
3.10%3.10%3.10%
Muthoot Finance Limited
Finance
3.05%3.05%3.05%
Ashok Leyland Limited
Agricultural, Commercial & Construction Vehicles
2.77%2.77%2.77%
Canara Bank
Banks
2.71%2.71%2.71%
L&T Finance Limited
Finance
2.38%2.38%2.38%
Cholamandalam Investment and Finance Company Ltd
Finance
2.31%2.30%2.30%
Max Financial Services Limited
Insurance
2.25%2.24%2.24%
Fortis Healthcare Limited
Healthcare Services
2.16%2.16%2.16%
One 97 Communications Limited
Financial Technology (Fintech)
2.12%2.12%2.12%
Indian Bank
Banks
2.04%2.04%2.04%
Aditya Birla Capital Limited
Finance
2.00%2.00%2.00%
FSN E-Commerce Ventures Limited
Retailing
1.98%1.98%1.98%
GMR Airports Limited
Transport Infrastructure
1.65%1.65%1.65%
UPL Limited
Fertilizers & Agrochemicals
1.54%1.54%1.54%
Glenmark Pharmaceuticals Limited
Pharmaceuticals & Biotechnology
1.34%1.34%1.34%
TVS Motor Company Limited
Automobiles
0.04%0.04%0.04%

Unique to Motilal Oswal Nifty 200 Moment

All top holdings are shared with the other fund.

Unique to Motilal Oswal Nifty 200 Moment

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Finance
20.1% (6)
Automobiles
18.5% (5)
Banks
17.2% (5)
Insurance
6.0% (2)
Non - Ferrous Metals
5.2% (1)
Telecom - Services
4.4% (1)
Consumer Durables
4.2% (1)
Transport Services
3.9% (1)
Capital Markets
3.8% (1)
Industrial Products
3.1% (1)
Agricultural, Commercial & Construction Vehicles
2.8% (1)
Healthcare Services
2.2% (1)
Financial Technology (Fintech)
2.1% (1)
Retailing
2.0% (1)
Transport Infrastructure
1.6% (1)
Fertilizers & Agrochemicals
1.5% (1)
Pharmaceuticals & Biotechnology
1.3% (1)

Analysis

Motilal Oswal Nifty 200 Momentum 30 ETF and Motilal Oswal Nifty 200 Momentum 30 Index Fund show 100.0% overlap, which is high in MFXray's current universe. This pair ranks #20 out of 95,528 analyzed combinations. These funds also come from the same AMC, which makes the duplication less surprising but no less real.

The overlap is being driven mainly by finance exposure, which alone contributes 20.1% of the shared book. The biggest common positions are State Bank of India, Shriram Finance Limited, and Eicher Motors Limited. Those names account for a large chunk of why the two funds move similarly.

Motilal Oswal Nifty 200 Momentum 30 ETF still keeps some identity through very little that stands apart in the top holdings, while Motilal Oswal Nifty 200 Momentum 30 Index Fund 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.

More comparisons for Motilal Oswal Nifty 200 Moment

More comparisons for Motilal Oswal Nifty 200 Moment

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