HSBC Large & Mid Cap Fund - Direct Growth vs Motilal Oswal Large and Midcap Fund - Direct Plan Growth — portfolio overlap
15.75% 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
15.75%
Stocks held by both
13
Only in HSBC Mutual Fund's fund
72
Only in Motilal Oswal Mutual Fund's fund
21
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 HSBC Mutual Fund's | In Motilal Oswal Mutual Fund's | Shared |
|---|---|---|---|---|
| Ather Energy Ltd. | Consumer Discretionary | 3.19% | 3.56% | 3.19% |
| GE T&D India Ltd | Industrials | 2.62% | 2.92% | 2.62% |
| CG Power & Industrial Solutions Ltd | Industrials | 2.41% | 3.10% | 2.41% |
| Apar Industries Ltd | Diversified | 2.11% | 4.03% | 2.11% |
| One 97 Communications Ltd | Industrials | 1.76% | 6.15% | 1.76% |
| Meesho Ltd. | Consumer Discretionary | 3.33% | 1.37% | 1.37% |
| Multi Commodity Exchange Of India Ltd | Financial | 1.01% | 4.67% | 1.01% |
| Bajaj Finance Ltd | Financial | 0.89% | 2.31% | 0.89% |
| Billionbrains Garage Ventures Ltd. | Financial | 0.32% | 2.57% | 0.32% |
| Bharat Electronics Ltd | Industrials | 0.04% | 2.43% | 0.04% |
| Zomato Ltd | Technology | 0.01% | 5.37% | 0.01% |
| Shriram Transport Finance Company Ltd | Financial | 0.01% | 4.81% | 0.01% |
| Titan Company Ltd | Consumer Discretionary | 0.01% | 3.04% | 0.01% |
Holdings are a monthly disclosure, so this reflects the last portfolios both funds published — 86 and 36 holdings respectively — not live positions.