EDELWEISS FINANCIAL SERVICES FUND vs Invesco India Financial Services Fund
Edelweiss vs Invesco· Portfolio Overlap Analysis
53.2%High Overlap
16 common stocksRank #7620 / 20,000
Investor takeaway: At 53.2% 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 (16)
| Stock | Wt% in EDELWEISS FINANCIAL SERVICES | Wt% in Invesco India Financial Servic | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 11.25% | 15.27% | 11.25% |
ICICI Bank Ltd. Banks | 10.29% | 13.61% | 10.29% |
Axis Bank Ltd. Banks | 8.90% | 6.44% | 6.44% |
Shriram Finance Ltd. Finance | 5.98% | 4.79% | 4.79% |
Cholamandalam Investment & Finance Company Ltd. Finance | 3.04% | 3.42% | 3.04% |
BSE Ltd. Capital Markets | 4.92% | 2.68% | 2.68% |
Karur Vysya Bank Ltd. Banks | 2.47% | 5.27% | 2.47% |
SBI Life Insurance Company Ltd. Insurance | 5.27% | 2.08% | 2.08% |
The Federal Bank Ltd. Banks | 1.99% | 2.15% | 1.99% |
Muthoot Finance Ltd. Finance | 1.86% | 2.36% | 1.86% |
Max Financial Services Ltd. Insurance | 4.82% | 1.63% | 1.63% |
Indian Bank Banks | 1.08% | 2.73% | 1.08% |
Bank of Baroda Banks | 1.06% | 2.90% | 1.06% |
Home First Finance Company India Ltd. Finance | 1.37% | 1.01% | 1.01% |
PB Fintech Ltd. Financial Technology (Fintech) | 0.98% | 2.04% | 0.98% |
Multi Commodity Exchange Of India Ltd. Capital Markets | 0.51% | 6.82% | 0.51% |
Unique to EDELWEISS FINANCIAL SERVICES
- State Bank of India11.20%
- Kotak Mahindra Bank Ltd.6.64%
Unique to Invesco India Financial Servic
- ICICI Prudential Asset Management Company Limited4.53%
- Central Depository Services (India) Limited2.94%
Sector Overlap Breakdown
Banks34.6% (7)
Finance10.7% (4)
Insurance3.7% (2)
Capital Markets3.2% (2)
Financial Technology (Fintech)1.0% (1)
More comparisons for EDELWEISS FINANCIAL SERVICES
- vs TATA NIFTY FINANCIAL SERVICES 68.1% · 13 stocks
- vs Mirae Asset Nifty Financial Se68.1% · 13 stocks
- vs Kotak Banking and Financial Se65.8% · 17 stocks
- vs Mirae Asset Banking and Financ63.2% · 16 stocks
- vs HDFC Banking & Financial Servi61.8% · 13 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 Mirae Asset Banking and Financ52.5% · 15 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.