Motilal Oswal Flexi cap Fund Direct Plan-Growth Option vs BANK OF INDIA Flexi Cap Fund Direct Plan -Growth — portfolio overlap
5.95% of these two portfolios is the same. These portfolios are almost entirely distinct. Holding both gives genuinely different exposure.
Portfolio overlap
5.95%
Stocks held by both
5
Only in Motilal Oswal Mutual Fund's fund
26
Only in Bank of India Mutual Fund's fund
70
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 Bank of India Mutual Fund's | Shared |
|---|---|---|---|---|
| Sterlite Technologies Ltd | Technology | 3.37% | 2.12% | 2.12% |
| Ami Organics Ltd | Healthcare | 2.42% | 1.44% | 1.44% |
| Bharat Electronics Ltd | Industrials | 2.26% | 1.40% | 1.40% |
| ICICI Prudential Asset Management Company Ltd. | Financial | 1.35% | 0.71% | 0.71% |
| Zomato Ltd | Technology | 6.37% | 0.28% | 0.28% |
Holdings are a monthly disclosure, so this reflects the last portfolios both funds published — 33 and 77 holdings respectively — not live positions.