Motilal Oswal ELSS Tax Saver Fund - Direct Plan - Growth Option vs WhiteOak Capital ELSS Tax Saver Fund Direct Plan Growth — portfolio overlap
2.24% of these two portfolios is the same. These portfolios are almost entirely distinct. Holding both gives genuinely different exposure.
Portfolio overlap
2.24%
Stocks held by both
4
Only in Motilal Oswal Mutual Fund's fund
26
Only in WhiteOak Capital Mutual Fund's fund
137
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 WhiteOak Capital Mutual Fund's | Shared |
|---|---|---|---|---|
| Muthoot Finance Ltd | Financial | 3.29% | 0.89% | 0.89% |
| Shaily Engineering Plastics Ltd | Materials | 4.18% | 0.58% | 0.58% |
| S.J.S Enterprises Ltd | Consumer Discretionary | 3.88% | 0.51% | 0.51% |
| Billionbrains Garage Ventures Ltd. | Financial | 2.75% | 0.26% | 0.26% |
Holdings are a monthly disclosure, so this reflects the last portfolios both funds published — 32 and 142 holdings respectively — not live positions.