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BANK OF INDIA Flexi Cap Fund Direct Plan -Growth vs ITI Flexi Cap Fund- Direct Plan- Growth — portfolio overlap

21.3% 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

21.3%

Stocks held by both

17

Only in Bank of India Mutual Fund's fund

58

Only in ITI Mutual Fund's fund

68

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

StockSectorIn Bank of India Mutual Fund'sIn ITI Mutual Fund'sShared
ICICI Bank LtdFinancial3.94%4.80%3.94%
Bharti Airtel LtdTechnology2.45%2.34%2.34%
State Bank of IndiaFinancial5.01%2.17%2.17%
HDFC Bank LtdFinancial2.04%3.57%2.04%
Reliance Industries LtdEnergy & Utilities1.51%3.74%1.51%
NTPC LtdEnergy & Utilities1.46%1.20%1.20%
Ultratech Cement LtdMaterials0.97%0.92%0.92%
Bharat Electronics LtdIndustrials1.40%0.90%0.90%
Vedanta Aluminium Metal LtdMaterials0.88%1.27%0.88%
Hindustan Copper LtdMaterials0.86%1.17%0.86%
Tata Motors LtdIndustrials1.02%0.86%0.86%
Bharat Forge LtdConsumer Discretionary0.89%0.76%0.76%
ITD Cementation India LtdIndustrials0.75%0.84%0.75%
Mahindra & Mahindra LtdConsumer Discretionary1.80%0.74%0.74%
LEAP India Ltd.Industrials0.93%0.72%0.72%
CANARA BANK CD 01SEP26Financial0.42%0.86%0.42%
Zomato LtdTechnology0.28%1.22%0.28%

Holdings are a monthly disclosure, so this reflects the last portfolios both funds published — 77 and 86 holdings respectively — not live positions.