Baroda BNP Paribas Banking & Financial Services Fund vs Invesco India Financial Services Fund
Baroda BNP vs Invesco· Portfolio Overlap Analysis
49.8%High Overlap
15 common stocksRank #10503 / 20,000
Investor takeaway: At 49.8% 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 Baroda BNP Paribas Banking & F | Wt% in Invesco India Financial Servic | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 11.75% | 15.27% | 11.75% |
ICICI Bank Limited Banks | 8.69% | 13.61% | 8.69% |
Axis Bank Limited Banks | 7.33% | 6.44% | 6.44% |
Shriram Finance Limited Finance | 3.40% | 4.79% | 3.40% |
Multi Commodity Exchange of India Limited Capital Markets | 2.46% | 6.82% | 2.46% |
IndusInd Bank Limited Banks | 5.43% | 2.33% | 2.33% |
Karur Vysya Bank Limited Banks | 2.22% | 5.27% | 2.22% |
Cholamandalam Investment and Finance Company Ltd Finance | 2.18% | 3.42% | 2.18% |
SBI Life Insurance Company Limited Insurance | 2.57% | 2.08% | 2.08% |
ICICI Prudential Asset Management Company Limited Capital Markets | 1.67% | 4.53% | 1.67% |
RBL Bank Limited Banks | 2.42% | 1.60% | 1.60% |
The Federal Bank Limited Banks | 1.51% | 2.15% | 1.51% |
Prudent Corporate Advisory Services Limited Capital Markets | 1.19% | 1.32% | 1.19% |
ICICI Lombard General Insurance Company Limited Insurance | 1.32% | 1.13% | 1.13% |
One 97 Communications Limited Financial Technology (Fintech) | 1.11% | 1.39% | 1.11% |
Unique to Baroda BNP Paribas Banking & F
- State Bank of India8.22%
- Kotak Mahindra Bank Limited6.81%
- Canara Bank4.37%
- Bajaj Finance Limited4.02%
Unique to Invesco India Financial Servic
- Central Depository Services (India) Limited2.94%
- Bank of Baroda2.90%
Sector Overlap Breakdown
Banks34.5% (7)
Finance5.6% (2)
Capital Markets5.3% (3)
Insurance3.2% (2)
Financial Technology (Fintech)1.1% (1)
More comparisons for Baroda BNP Paribas Banking & F
- vs Mahindra Manulife Banking & Fi63.2% · 18 stocks
- vs HDFC Banking & Financial Servi62.5% · 15 stocks
- vs Kotak Banking and Financial Se61.0% · 16 stocks
- vs Bajaj Finserv Banking and Fina59.6% · 16 stocks
- vs Mirae Asset Nifty Financial Se58.4% · 11 stocks
More comparisons for Invesco India Financial Servic
- vs Kotak Banking and Financial Se57.4% · 17 stocks
- vs HDFC Banking & Financial Servi57.3% · 16 stocks
- vs TATA BANKING & FINANCIAL SERVI56.8% · 14 stocks
- vs Mahindra Manulife Banking & Fi54.3% · 18 stocks
- vs EDELWEISS FINANCIAL SERVICES53.2% · 16 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.