Bandhan Large & Mid Cap Fund - Direct Plan - Growth vs Motilal Oswal Large and Midcap Fund - Direct Plan Growth — portfolio overlap
10.17% of these two portfolios is the same. A modest shared core. The two portfolios are largely distinct, so holding both does broaden your exposure.
Portfolio overlap
10.17%
Stocks held by both
8
Only in Bandhan Mutual Fund's fund
123
Only in Motilal Oswal Mutual Fund's fund
26
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 | 3.36% | 6.15% | 3.36% |
| Multi Commodity Exchange Of India Ltd | Financial | 1.88% | 4.67% | 1.88% |
| Zomato Ltd | Technology | 1.72% | 5.37% | 1.72% |
| Bharat Electronics Ltd | Industrials | 0.88% | 2.43% | 0.88% |
| Billionbrains Garage Ventures Ltd. | Financial | 0.72% | 2.57% | 0.72% |
| Meesho Ltd. | Consumer Discretionary | 0.71% | 1.37% | 0.71% |
| Muthoot Finance Ltd | Financial | 0.55% | 4.23% | 0.55% |
| Indusind Bank Ltd | Financial | 0.93% | 0.35% | 0.35% |
Holdings are a monthly disclosure, so this reflects the last portfolios both funds published — 135 and 36 holdings respectively — not live positions.