Axis Large Cap Fund vs Invesco India ESG Integration Strategy Fund
Axis vs Invesco· Portfolio Overlap Analysis
48.5%High Overlap
20 common stocksRank #11634 / 20,000
Investor takeaway: At 48.5% 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 (20)
| Stock | Wt% in Axis Large Cap | Wt% in Invesco India ESG Integration | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 8.30% | 7.68% | 7.68% |
ICICI Bank Limited Banks | 8.73% | 6.33% | 6.33% |
Bharti Airtel Limited Telecom - Services | 4.41% | 4.77% | 4.41% |
Infosys Limited IT - Software | 4.04% | 4.90% | 4.04% |
Bajaj Finance Limited Finance | 3.91% | 5.49% | 3.91% |
Kotak Mahindra Bank Limited Banks | 3.61% | 3.26% | 3.26% |
Apollo Hospitals Enterprise Limited Healthcare Services | 2.51% | 4.12% | 2.51% |
Eternal Limited Retailing | 1.96% | 2.65% | 1.96% |
Titan Company Limited Consumer Durables | 1.94% | 3.63% | 1.94% |
Mahindra & Mahindra Limited Automobiles | 3.57% | 1.78% | 1.78% |
Shriram Finance Limited Finance | 1.69% | 1.85% | 1.69% |
Torrent Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 1.29% | 2.48% | 1.29% |
CG Power and Industrial Solutions Limited Electrical Equipment | 1.18% | 1.91% | 1.18% |
Cholamandalam Investment and Finance Company Ltd Finance | 1.13% | 2.30% | 1.13% |
Samvardhana Motherson International Limited Auto Components | 1.08% | 1.50% | 1.08% |
Divi's Laboratories Limited Pharmaceuticals & Biotechnology | 1.07% | 1.92% | 1.07% |
TVS Motor Company Limited Automobiles | 0.99% | 1.57% | 0.99% |
Tech Mahindra Limited IT - Software | 0.95% | 2.51% | 0.95% |
Axis Bank Limited Banks | 0.80% | 3.89% | 0.80% |
Eicher Motors Limited Automobiles | 0.55% | 3.01% | 0.55% |
Unique to Axis Large Cap
- Reliance Industries Limited6.06%
- Larsen & Toubro Limited5.24%
- State Bank of India4.22%
Unique to Invesco India ESG Integration
- LTIMindtree Limited3.13%
Sector Overlap Breakdown
Banks18.1% (4)
Finance6.7% (3)
IT - Software5.0% (2)
Telecom - Services4.4% (1)
Automobiles3.3% (3)
Healthcare Services2.5% (1)
Pharmaceuticals & Biotechnology2.4% (2)
Retailing2.0% (1)
Consumer Durables1.9% (1)
Electrical Equipment1.2% (1)
Auto Components1.1% (1)
More comparisons for Axis Large Cap
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- vs PGIM INDIA LARGE CAP65.5% · 35 stocks
- 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 ESG Integration
- vs Invesco India Largecap57.8% · 26 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
- vs Axis ELSS Tax Saver45.4% · 23 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.