Axis ESG Integration Strategy Fund vs Invesco India ESG Integration Strategy Fund
Axis vs Invesco· Portfolio Overlap Analysis
42.9%High Overlap
15 common stocksRank #19011 / 20,000
Investor takeaway: At 42.9% 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 Axis ESG Integration Strategy | Wt% in Invesco India ESG Integration | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 7.02% | 7.68% | 7.02% |
ICICI Bank Limited Banks | 6.21% | 6.33% | 6.21% |
Bajaj Finance Limited Finance | 4.09% | 5.49% | 4.09% |
Axis Bank Limited Banks | 3.66% | 3.89% | 3.66% |
Infosys Limited IT - Software | 3.08% | 4.90% | 3.08% |
Titan Company Limited Consumer Durables | 3.06% | 3.63% | 3.06% |
Apollo Hospitals Enterprise Limited Healthcare Services | 2.55% | 4.12% | 2.55% |
Tech Mahindra Limited IT - Software | 2.11% | 2.51% | 2.11% |
Cholamandalam Investment and Finance Company Ltd Finance | 2.01% | 2.30% | 2.01% |
Kotak Mahindra Bank Limited Banks | 2.00% | 3.26% | 2.00% |
CG Power and Industrial Solutions Limited Electrical Equipment | 1.92% | 1.91% | 1.91% |
Shriram Finance Limited Finance | 1.91% | 1.85% | 1.85% |
Nuvama Wealth Management Limited Capital Markets | 1.65% | 1.99% | 1.65% |
Coforge Limited IT - Software | 1.38% | 1.42% | 1.38% |
TVS Motor Company Limited Automobiles | 0.30% | 1.57% | 0.30% |
Unique to Axis ESG Integration Strategy
- State Bank of India7.21%
- Gland Pharma Limited4.66%
- Reliance Industries Limited3.58%
- JB Chemicals & Pharmaceuticals Limited3.14%
Unique to Invesco India ESG Integration
- Bharti Airtel Limited4.77%
- LTIMindtree Limited3.13%
Sector Overlap Breakdown
Banks18.9% (4)
Finance8.0% (3)
IT - Software6.6% (3)
Consumer Durables3.1% (1)
Healthcare Services2.5% (1)
Electrical Equipment1.9% (1)
Capital Markets1.6% (1)
Automobiles0.3% (1)
More comparisons for Axis ESG Integration Strategy
- vs CANARA ROBECO LARGE CAP46.8% · 22 stocks
- vs Axis Large Cap46.3% · 22 stocks
- vs ADITYA BIRLA SUN LIFE LARGE CA44.5% · 23 stocks
- vs Baroda BNP Paribas Nifty 50 In44.3% · 20 stocks
- vs HDFC NIFTY 50 ETF44.3% · 20 stocks
More comparisons for Invesco India ESG Integration
- vs Invesco India Largecap57.8% · 26 stocks
- vs Axis Large Cap48.5% · 20 stocks
- vs Invesco India ELSS Tax Saver47.9% · 30 stocks
- vs ADITYA BIRLA SUN LIFE ESG INTE46.9% · 19 stocks
- vs Mirae Asset Nifty 100 ESG Sect45.5% · 21 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.