Bandhan Large & Mid Cap Fund - Direct Plan - Growth vs Motilal Oswal Large and Midcap Fund - Direct Plan Growth — portfolio overlap
8.72% of these two portfolios is the same. These portfolios are almost entirely distinct. Holding both gives genuinely different exposure.
Portfolio overlap
8.72%
Stocks held by both
7
Only in Bandhan Mutual Fund's fund
123
Only in Motilal Oswal Mutual Fund's fund
27
Overlap is weighted: for every stock both funds hold, we take the smaller of the two weights and add them up. So two funds each holding 5% of the same stock overlap by 5 points, not 10. Cash and equivalents (repo, TREPS, receivables) are excluded — nearly every fund holds them, and shared cash is not shared conviction.
Stocks both funds hold
| Stock | Sector | In Bandhan Mutual Fund's | In Motilal Oswal Mutual Fund's | Shared |
|---|---|---|---|---|
| One 97 Communications Ltd | Industrials | 2.61% | 6.11% | 2.61% |
| Multi Commodity Exchange Of India Ltd | Financial | 1.86% | 4.60% | 1.86% |
| Muthoot Finance Ltd | Financial | 1.03% | 4.04% | 1.03% |
| Zomato Ltd | Technology | 0.98% | 4.95% | 0.98% |
| Bharat Electronics Ltd | Industrials | 0.95% | 2.11% | 0.95% |
| Billionbrains Garage Ventures Ltd. | Financial | 0.92% | 2.36% | 0.92% |
| Meesho Ltd. | Consumer Discretionary | 0.37% | 3.11% | 0.37% |
Holdings are a monthly disclosure, so this reflects the last portfolios both funds published — 133 and 36 holdings respectively — not live positions.