Motilal Oswal Flexi cap Fund Direct Plan-Growth Option vs ITI Flexi Cap Fund- Direct Plan- Growth — portfolio overlap
10.46% 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
10.46%
Stocks held by both
8
Only in Motilal Oswal Mutual Fund's fund
23
Only in ITI Mutual Fund's fund
79
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 ITI Mutual Fund's | Shared |
|---|---|---|---|---|
| Aditya Infotech Ltd. | Technology | 3.86% | 2.62% | 2.62% |
| Ather Energy Ltd. | Consumer Discretionary | 3.20% | 1.82% | 1.82% |
| Multi Commodity Exchange Of India Ltd | Financial | 3.77% | 1.49% | 1.49% |
| Zomato Ltd | Technology | 6.54% | 1.19% | 1.19% |
| Shriram Transport Finance Company Ltd | Financial | 3.82% | 0.97% | 0.97% |
| Polycab India Ltd | Industrials | 2.04% | 0.91% | 0.91% |
| Bharat Electronics Ltd | Industrials | 2.23% | 0.85% | 0.85% |
| Diamond Power Infrastructure Ltd | Industrials | 3.97% | 0.61% | 0.61% |
Holdings are a monthly disclosure, so this reflects the last portfolios both funds published — 33 and 88 holdings respectively — not live positions.