Motilal Oswal ELSS Tax Saver Fund - Direct Plan - Growth Option vs SBI Long Term Advantage Fund - Series V - Direct Plan - Growth — portfolio overlap
3.63% of these two portfolios is the same. These portfolios are almost entirely distinct. Holding both gives genuinely different exposure.
Portfolio overlap
3.63%
Stocks held by both
1
Only in Motilal Oswal Mutual Fund's fund
29
Only in SBI Mutual Fund's fund
28
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 Motilal Oswal Mutual Fund's | In SBI Mutual Fund's | Shared |
|---|---|---|---|---|
| Muthoot Finance Ltd | Financial | 3.63% | 3.78% | 3.63% |
Holdings are a monthly disclosure, so this reflects the last portfolios both funds published — 32 and 31 holdings respectively — not live positions.