Motilal Oswal Nifty 500 Momentum 50 ETF vs Nippon India Nifty 500 Momentum 50 Index Fund
Portfolio Overlap Analysis · Motilal vs Nippon
Common Holdings (50)
| Stock | Wt% in Motilal Oswal Nifty 500 Moment | Wt% in Nippon India Nifty 500 Momentu | Overlap |
|---|---|---|---|
Shriram Finance Limited Finance | 5.43% | 5.43% | 5.43% |
Eicher Motors Limited Automobiles | 5.36% | 5.36% | 5.36% |
Bajaj Finance Limited Finance | 4.95% | 4.95% | 4.95% |
Mahindra & Mahindra Limited Automobiles | 4.66% | 4.66% | 4.66% |
Hindalco Industries Limited Non - Ferrous Metals | 4.58% | 4.58% | 4.58% |
Maruti Suzuki India Limited Automobiles | 4.45% | 4.45% | 4.45% |
Bharti Airtel Limited Telecom - Services | 4.44% | 4.43% | 4.43% |
Asian Paints Limited Consumer Durables | 4.05% | 4.05% | 4.05% |
TVS Motor Company Limited Automobiles | 3.75% | 3.75% | 3.75% |
Hero MotoCorp Limited Automobiles | 3.36% | 3.36% | 3.36% |
InterGlobe Aviation Limited Transport Services | 3.25% | 3.25% | 3.25% |
BSE Limited Capital Markets | 3.21% | 3.21% | 3.21% |
Multi Commodity Exchange of India Limited Capital Markets | 2.76% | 2.76% | 2.76% |
The Federal Bank Limited Banks | 2.70% | 2.70% | 2.70% |
Cummins India Limited Industrial Products | 2.56% | 2.56% | 2.56% |
AU Small Finance Bank Limited Banks | 2.52% | 2.52% | 2.52% |
Laurus Labs Limited Pharmaceuticals & Biotechnology | 2.44% | 2.44% | 2.44% |
Muthoot Finance Limited Finance | 2.43% | 2.43% | 2.43% |
Canara Bank Banks | 2.22% | 2.22% | 2.22% |
Cholamandalam Investment and Finance Company Ltd Finance | 1.96% | 1.96% | 1.96% |
L&T Finance Limited Finance | 1.89% | 1.89% | 1.89% |
Max Financial Services Limited Insurance | 1.85% | 1.85% | 1.85% |
Fortis Healthcare Limited Healthcare Services | 1.79% | 1.78% | 1.78% |
One 97 Communications Limited Financial Technology (Fintech) | 1.75% | 1.75% | 1.75% |
GE Vernova T&D India Limited Electrical Equipment | 1.69% | 1.68% | 1.68% |
Indian Bank Banks | 1.65% | 1.65% | 1.65% |
FSN E-Commerce Ventures Limited Retailing | 1.61% | 1.61% | 1.61% |
Aditya Birla Capital Limited Finance | 1.61% | 1.60% | 1.60% |
GMR Airports Limited Transport Infrastructure | 1.36% | 1.36% | 1.36% |
UPL Limited Fertilizers & Agrochemicals | 1.28% | 1.28% | 1.28% |
Glenmark Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 1.11% | 1.11% | 1.11% |
Karur Vysya Bank Limited Banks | 1.10% | 1.10% | 1.10% |
Mahindra & Mahindra Financial Services Limited Finance | 1.08% | 1.08% | 1.08% |
RBL Bank Limited Banks | 1.03% | 1.03% | 1.03% |
Navin Fluorine International Limited Chemicals & Petrochemicals | 1.03% | 1.03% | 1.03% |
Hitachi Energy India Limited Electrical Equipment | 1.00% | 0.99% | 0.99% |
City Union Bank Limited Banks | 0.88% | 0.88% | 0.88% |
Manappuram Finance Limited Finance | 0.66% | 0.66% | 0.66% |
Radico Khaitan Limited Beverages | 0.65% | 0.65% | 0.65% |
Force Motors Limited Automobiles | 0.59% | 0.59% | 0.59% |
Anand Rathi Wealth Limited Capital Markets | 0.58% | 0.58% | 0.58% |
Aster DM Healthcare Limited Healthcare Services | 0.47% | 0.47% | 0.47% |
Asahi India Glass Limited Auto Components | 0.42% | 0.42% | 0.42% |
Narayana Hrudayalaya Limited Healthcare Services | 0.38% | 0.38% | 0.38% |
IIFL Finance Limited Finance | 0.37% | 0.37% | 0.37% |
PTC Industries Limited Industrial Products | 0.31% | 0.31% | 0.31% |
HBL Engineering Limited Industrial Products | 0.25% | 0.25% | 0.25% |
Syrma SGS Technology Limited Industrial Manufacturing | 0.22% | 0.22% | 0.22% |
Choice International Limited Finance | 0.19% | 0.19% | 0.19% |
Gujarat Mineral Development Corporation Limited Minerals & Mining | 0.17% | 0.17% | 0.17% |
Unique to Motilal Oswal Nifty 500 Moment
All top holdings are shared with the other fund.
Unique to Nippon India Nifty 500 Momentu
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Analysis
Nippon India Nifty 500 Momentum 50 Index Fund and Motilal Oswal Nifty 500 Momentum 50 ETF show 100.0% overlap, which is high in MFXray's current universe. This pair ranks #2 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 automobiles exposure, which alone contributes 22.2% of the shared book. The biggest common positions are Shriram Finance Limited, Eicher Motors Limited, and Bajaj Finance Limited. Those names account for a large chunk of why the two funds move similarly.
Nippon India Nifty 500 Momentum 50 Index Fund still keeps some identity through very little that stands apart in the top holdings, while Motilal Oswal Nifty 500 Momentum 50 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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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.