ADITYA BIRLA SUN LIFE PSU EQUITY FUND vs Invesco India PSU Equity Fund
ABSL vs Invesco· Portfolio Overlap Analysis
44.6%High Overlap
15 common stocksRank #16800 / 20,000
Investor takeaway: At 44.6% 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 PSU EQUI | Wt% in Invesco India PSU Equity | Overlap |
|---|---|---|---|
State Bank of India Banks | 20.19% | 9.32% | 9.32% |
Bharat Electronics Limited Aerospace & Defense | 5.22% | 6.82% | 5.22% |
NTPC Limited Power | 8.28% | 4.55% | 4.55% |
Bank of Baroda Banks | 4.31% | 5.28% | 4.31% |
Bharat Petroleum Corporation Limited Petroleum Products | 4.17% | 6.93% | 4.17% |
GAIL (India) Limited Gas | 4.70% | 3.47% | 3.47% |
Oil & Natural Gas Corporation Limited Oil | 4.88% | 3.37% | 3.37% |
Power Grid Corporation of India Limited Power | 6.05% | 3.27% | 3.27% |
Hindustan Aeronautics Limited Aerospace & Defense | 2.15% | 6.76% | 2.15% |
SBI Life Insurance Company Limited Insurance | 1.19% | 3.65% | 1.19% |
Hindustan Petroleum Corporation Limited Petroleum Products | 1.09% | 2.76% | 1.09% |
National Aluminium Company Limited Non - Ferrous Metals | 1.03% | 3.80% | 1.03% |
BEML Limited Agricultural Commercial & Construction Vehicles | 0.58% | 2.97% | 0.58% |
Indian Railway Catering & Tourism Corporation Limited Leisure Services | 0.44% | 1.44% | 0.44% |
REC Limited Finance | 0.42% | 3.94% | 0.42% |
Unique to ADITYA BIRLA SUN LIFE PSU EQUI
- Bharat Heavy Electricals Limited4.26%
- Bank of India4.11%
Unique to Invesco India PSU Equity
- Indian Bank7.59%
- NTPC Green Energy Limited5.45%
- Dredging Corporation of India Limited4.07%
Sector Overlap Breakdown
Banks13.6% (2)
Power7.8% (2)
Aerospace & Defense7.4% (2)
Petroleum Products5.3% (2)
Gas3.5% (1)
Oil3.4% (1)
Insurance1.2% (1)
Non - Ferrous Metals1.0% (1)
Agricultural Commercial & Construction Vehicles0.6% (1)
Leisure Services0.4% (1)
Finance0.4% (1)
More comparisons for ADITYA BIRLA SUN LIFE PSU EQUI
- vs Kotak BSE PSU Index71.6% · 27 stocks
- vs SBI PSU65.5% · 17 stocks
- vs ICICI PRUDENTIAL PSU EQUITY57.3% · 22 stocks
- vs ADITYA BIRLA SUN LIFE NIFTY PS49.7% · 17 stocks
- vs Motilal Oswal Nifty PSE ETF49.6% · 17 stocks
More comparisons for Invesco India PSU Equity
- vs Kotak BSE PSU Index49.0% · 20 stocks
- vs ICICI PRUDENTIAL PSU EQUITY48.7% · 16 stocks
- vs SBI PSU47.3% · 10 stocks
- vs ADITYA BIRLA SUN LIFE NIFTY PS42.4% · 11 stocks
- vs IB61-Groww Nifty PSE ETF42.4% · 11 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.