Bajaj Finserv Banking and Financial Services Fund vs Invesco India Financial Services Fund
Bajaj vs Invesco· Portfolio Overlap Analysis
46.6%High Overlap
13 common stocksRank #13851 / 20,000
Investor takeaway: At 46.6% 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 (13)
| Stock | Wt% in Bajaj Finserv Banking and Fina | Wt% in Invesco India Financial Servic | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 16.42% | 15.27% | 15.27% |
ICICI Bank Limited Banks | 12.49% | 13.61% | 12.49% |
Axis Bank Limited Banks | 9.32% | 6.44% | 6.44% |
Shriram Finance Limited Finance | 3.40% | 4.79% | 3.40% |
The Federal Bank Limited Banks | 4.41% | 2.15% | 2.15% |
BSE Limited Capital Markets | 1.87% | 2.68% | 1.87% |
RBL Bank Limited Banks | 2.66% | 1.60% | 1.60% |
Prudent Corporate Advisory Services Limited Capital Markets | 0.76% | 1.32% | 0.76% |
IndusInd Bank Limited Banks | 0.73% | 2.33% | 0.73% |
Medi Assist Healthcare Services Limited Insurance | 0.64% | 0.66% | 0.64% |
PB Fintech Limited Financial Technology (Fintech) | 0.50% | 2.04% | 0.50% |
One 97 Communications Limited Financial Technology (Fintech) | 0.46% | 1.39% | 0.46% |
Max Financial Services Limited Insurance | 0.26% | 1.63% | 0.26% |
Unique to Bajaj Finserv Banking and Fina
- State Bank of India8.44%
- Kotak Mahindra Bank Limited6.96%
- Manappuram Finance Limited3.70%
- Go Digit General Insurance Limited2.69%
Unique to Invesco India Financial Servic
- Multi Commodity Exchange of India Limited6.82%
- Karur Vysya Bank Limited5.27%
- ICICI Prudential Asset Management Company Limited4.53%
- Cholamandalam Investment and Finance Company Limited3.42%
- Central Depository Services (India) Limited2.94%
- Bank of Baroda2.90%
Sector Overlap Breakdown
Banks38.7% (6)
Finance3.4% (1)
Capital Markets2.6% (2)
Financial Technology (Fintech)1.0% (2)
Insurance0.9% (2)
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More comparisons for Invesco India Financial Servic
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.