ADITYA BIRLA SUN LIFE BANKING AND FINANCIAL SERVICES FUND vs Invesco India Financial Services Fund
ABSL vs Invesco· Portfolio Overlap Analysis
48.8%High Overlap
15 common stocksRank #11401 / 20,000
Investor takeaway: At 48.8% overlap, a significant part of these portfolios is identical. Despite coming from different AMCs, the stock picks still converge heavily. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (15)
| Stock | Wt% in ADITYA BIRLA SUN LIFE BANKING | Wt% in Invesco India Financial Servic | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 13.96% | 13.61% | 13.61% |
HDFC Bank Limited Banks | 13.07% | 15.27% | 13.07% |
Axis Bank Limited Banks | 8.67% | 6.44% | 6.44% |
Shriram Finance Ltd Finance | 3.52% | 4.79% | 3.52% |
SBI Life Insurance Company Limited Insurance | 2.46% | 2.08% | 2.08% |
ICICI Prudential Mutual Fund Capital Markets | 1.62% | 4.53% | 1.62% |
PB Fintech Limited Financial Technology (Fintech) | 1.46% | 2.04% | 1.46% |
Muthoot Finance Limited Finance | 1.14% | 2.36% | 1.14% |
ICICI Lombard General Insurance Company Limited Insurance | 2.93% | 1.13% | 1.13% |
RBL Bank Limited Banks | 1.11% | 1.60% | 1.11% |
Tata Capital Limited Finance | 1.81% | 0.93% | 0.93% |
IndusInd Bank Limited Banks | 0.77% | 2.33% | 0.77% |
Karur Vysya Bank Ltd/The Banks | 0.66% | 5.27% | 0.66% |
PRUDENT CORPORATE ADVISORY SERVICES LTD Capital Markets | 0.65% | 1.32% | 0.65% |
Central Depository Services (India) Limited Capital Markets | 0.56% | 2.94% | 0.56% |
Unique to ADITYA BIRLA SUN LIFE BANKING
- State Bank of India6.28%
- Bajaj Finance Limited5.79%
- Kotak Mahindra Bank Limited4.01%
- AU Small Finance Bank Limited3.51%
- Bank of Maharashtra2.55%
Unique to Invesco India Financial Servic
- Multi Commodity Exchange of India Limited6.82%
- Cholamandalam Investment and Finance Company Limited3.42%
- Bank of Baroda2.90%
Sector Overlap Breakdown
Banks35.7% (6)
Finance5.6% (3)
Insurance3.2% (2)
Capital Markets2.8% (3)
Financial Technology (Fintech)1.5% (1)
More comparisons for ADITYA BIRLA SUN LIFE BANKING
- vs HDFC Banking & Financial Servi70.6% · 19 stocks
- vs Mahindra Manulife Banking & Fi65.2% · 18 stocks
- vs Kotak Banking and Financial Se64.5% · 18 stocks
- vs Mirae Asset Nifty Financial Se61.3% · 11 stocks
- vs TATA NIFTY FINANCIAL SERVICES 61.3% · 11 stocks
More comparisons for Invesco India Financial Servic
- vs Kotak Banking and Financial Se57.4% · 17 stocks
- vs HDFC Banking & Financial Servi57.3% · 16 stocks
- vs TATA BANKING & FINANCIAL SERVI56.8% · 14 stocks
- vs Mahindra Manulife Banking & Fi54.3% · 18 stocks
- vs EDELWEISS FINANCIAL SERVICES53.2% · 16 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.