Fund overlap

Motilal Oswal ELSS Tax Saver Fund vs Motilal Oswal Large and Midcap Fund

Fund A

Motilal Oswal ELSS Tax Saver Fund

Motilal Oswal ELSS Tax Saver Fund - Direct Plan - Payout

Open Ended Schemes(Equity Scheme - ELSS) · Motilal Oswal Mutual Fund

Fund B

Motilal Oswal Large and Midcap Fund

Motilal Oswal Large and Midcap Fund - Direct Plan - Growth

Open Ended Schemes(Equity Scheme - Large & Mid Cap Fund) · Motilal Oswal Mutual Fund

Overlap

45.4%

Shared holdings
22
Holdings in A
32
Holdings in B
36

Overlap measures how closely the two portfolios match, holding by holding and weight by weight, using each fund's latest disclosed holdings. 100% would mean the same holdings at the same weights.

Shared holdings

The 10 largest of 22 shared holdings, ordered by the smaller of the two weights.

HoldingMotilal Oswal ELSS Tax Saver FundMotilal Oswal Large and Midcap Fund
One 97 Communications Limited4.80%6.11%
PTC Industries Ltd5.23%4.73%
Multi Commodity Exchange of India Limited5.74%4.60%
Sterlite Technologies Limited4.54%4.32%
Gujarat Fluorochemicals Limited4.22%3.99%
Apar Industries Limited3.91%4.02%
Shriram Finance Limited3.42%4.13%
Muthoot Finance Limited3.29%4.04%
Zen Technologies Limited3.91%3.09%
Onesource Specialty Pharma Limited3.39%2.86%

Data as of 30 Sept 2026

Method: weighted Jaccard

Weighted Jaccard adds up the smaller weight of every holding across both funds and divides by the sum of the larger weights.