HSBC Large & Mid Cap Fund - Direct Growth vs Motilal Oswal Large and Midcap Fund - Direct Plan Growth — portfolio overlap
11.63% 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
11.63%
Stocks held by both
9
Only in HSBC Mutual Fund's fund
71
Only in Motilal Oswal Mutual Fund's fund
20
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 |
|---|---|---|---|---|
| Billionbrains Garage Ventures Ltd. | Financial | 4.12% | 3.73% | 3.73% |
| CG Power & Industrial Solutions Ltd | Industrials | 2.78% | 5.02% | 2.78% |
| Ather Energy Ltd. | Consumer Discretionary | 2.35% | 3.37% | 2.35% |
| GE T&D India Ltd | Industrials | 2.93% | 1.75% | 1.75% |
| Multi Commodity Exchange Of India Ltd | Financial | 0.95% | 4.27% | 0.95% |
| Bharat Electronics Ltd | Industrials | 0.04% | 3.20% | 0.04% |
| Titan Company Ltd | Consumer Discretionary | 0.01% | 3.09% | 0.01% |
| Shriram Transport Finance Company Ltd | Financial | 0.01% | 4.46% | 0.01% |
| Zomato Ltd | Technology | 0.01% | 5.05% | 0.01% |
Holdings are a monthly disclosure, so this reflects the last portfolios both funds published — 82 and 31 holdings respectively — not live positions.