Axis Large Cap Fund vs Invesco India Contra Fund
Axis vs Invesco· Portfolio Overlap Analysis
43.1%High Overlap
22 common stocksRank #18614 / 20,000
Investor takeaway: At 43.1% 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 (22)
| Stock | Wt% in Axis Large Cap | Wt% in Invesco India Contra | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 8.30% | 7.06% | 7.06% |
ICICI Bank Limited Banks | 8.73% | 5.15% | 5.15% |
Larsen & Toubro Limited Construction | 5.24% | 4.08% | 4.08% |
Infosys Limited IT - Software | 4.04% | 3.80% | 3.80% |
Mahindra & Mahindra Limited Automobiles | 3.57% | 3.79% | 3.57% |
Reliance Industries Limited Petroleum Products | 6.06% | 3.41% | 3.41% |
Apollo Hospitals Enterprise Limited Healthcare Services | 2.51% | 2.23% | 2.23% |
Bharat Electronics Limited Aerospace & Defense | 1.64% | 1.96% | 1.64% |
Kotak Mahindra Bank Limited Banks | 3.61% | 1.51% | 1.51% |
Tata Motors Ltd Agricultural, Commercial & Construction Vehicles | 1.40% | 1.29% | 1.29% |
Cholamandalam Investment and Finance Company Ltd Finance | 1.13% | 2.53% | 1.13% |
Samvardhana Motherson International Limited Auto Components | 1.08% | 1.17% | 1.08% |
Divi's Laboratories Limited Pharmaceuticals & Biotechnology | 1.07% | 1.26% | 1.07% |
TVS Motor Company Limited Automobiles | 0.99% | 1.69% | 0.99% |
UltraTech Cement Limited Cement & Cement Products | 2.73% | 0.90% | 0.90% |
Eternal Limited Retailing | 1.96% | 0.83% | 0.83% |
Axis Bank Limited Banks | 0.80% | 3.61% | 0.80% |
Shriram Finance Limited Finance | 1.69% | 0.79% | 0.79% |
Tech Mahindra Limited IT - Software | 0.95% | 0.67% | 0.67% |
Britannia Industries Limited Food Products | 0.50% | 0.43% | 0.43% |
Varun Beverages Limited Beverages | 0.40% | 1.22% | 0.40% |
SBI Life Insurance Company Limited Insurance | 0.32% | 0.87% | 0.32% |
Unique to Axis Large Cap
- Bharti Airtel Limited4.41%
- State Bank of India4.22%
- Bajaj Finance Limited3.91%
Unique to Invesco India Contra
- The Federal Bank Limited2.03%
Sector Overlap Breakdown
Banks14.5% (4)
Automobiles4.6% (2)
IT - Software4.5% (2)
Construction4.1% (1)
Petroleum Products3.4% (1)
Healthcare Services2.2% (1)
Finance1.9% (2)
Aerospace & Defense1.6% (1)
Agricultural, Commercial & Construction Vehicles1.3% (1)
Auto Components1.1% (1)
Pharmaceuticals & Biotechnology1.1% (1)
Cement & Cement Products0.9% (1)
Retailing0.8% (1)
Food Products0.4% (1)
Beverages0.4% (1)
Insurance0.3% (1)
More comparisons for Axis Large Cap
- vs CANARA ROBECO LARGE CAP73.0% · 39 stocks
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- vs HDFC NIFTY 50 ETF65.1% · 29 stocks
- vs HDFC Nifty 50 Index65.1% · 29 stocks
- vs ICICI Prudential Nifty 50 ETF65.1% · 29 stocks
More comparisons for Invesco India Contra
- vs Nippon India Flexi Cap46.1% · 31 stocks
- vs ADITYA BIRLA SUN LIFE LARGE CA43.7% · 28 stocks
- vs CANARA ROBECO FLEXICAP43.5% · 26 stocks
- vs CANARA ROBECO LARGE CAP43.2% · 24 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.