JM ELSS Tax Saver Fund (Direct) - Growth Option vs Motilal Oswal ELSS Tax Saver Fund - Direct Plan - Growth Option — portfolio overlap
10.28% 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
10.28%
Stocks held by both
5
Only in JM Financial Mutual Fund's fund
50
Only in Motilal Oswal Mutual Fund's fund
24
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 JM Financial Mutual Fund's | In Motilal Oswal Mutual Fund's | Shared |
|---|---|---|---|---|
| One 97 Communications Ltd | Industrials | 3.28% | 4.68% | 3.28% |
| Shaily Engineering Plastics Ltd | Materials | 1.96% | 4.26% | 1.96% |
| Shriram Transport Finance Company Ltd | Financial | 1.85% | 3.68% | 1.85% |
| Apar Industries Ltd | Diversified | 1.66% | 4.48% | 1.66% |
| Onesource Specialty Pharma Ltd | Healthcare | 1.53% | 3.23% | 1.53% |
Holdings are a monthly disclosure, so this reflects the last portfolios both funds published — 57 and 31 holdings respectively — not live positions.