Motilal Oswal Flexi cap Fund Direct Plan-Growth Option vs ITI Flexi Cap Fund- Direct Plan- Growth — portfolio overlap
11.05% 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
11.05%
Stocks held by both
9
Only in Motilal Oswal Mutual Fund's fund
22
Only in ITI Mutual Fund's fund
76
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 |
|---|---|---|---|---|
| Ather Energy Ltd. | Consumer Discretionary | 4.73% | 2.13% | 2.13% |
| Aditya Infotech Ltd. | Technology | 3.40% | 2.07% | 2.07% |
| Multi Commodity Exchange Of India Ltd | Financial | 3.69% | 1.51% | 1.51% |
| Zomato Ltd | Technology | 6.37% | 1.22% | 1.22% |
| Polycab India Ltd | Industrials | 2.28% | 1.07% | 1.07% |
| Shriram Transport Finance Company Ltd | Financial | 4.09% | 1.05% | 1.05% |
| Interglobe Aviation Ltd | Industrials | 1.73% | 0.91% | 0.91% |
| Bharat Electronics Ltd | Industrials | 2.26% | 0.90% | 0.90% |
| Diamond Power Infrastructure Ltd | Industrials | 3.70% | 0.19% | 0.19% |
Holdings are a monthly disclosure, so this reflects the last portfolios both funds published — 33 and 86 holdings respectively — not live positions.