HDFC Banking & Financial Services Fund vs Invesco India Financial Services Fund
HDFC vs Invesco· Portfolio Overlap Analysis
57.3%High Overlap
16 common stocksRank #6032 / 20,000
Investor takeaway: At 57.3% 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 HDFC Banking & Financial Servi | Wt% in Invesco India Financial Servic | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 16.63% | 15.27% | 15.27% |
ICICI Bank Ltd. Banks | 13.99% | 13.61% | 13.61% |
Axis Bank Ltd. Banks | 8.71% | 6.44% | 6.44% |
Shriram Finance Ltd. Finance | 4.89% | 4.79% | 4.79% |
Karur Vysya Bank Ltd. Banks | 2.33% | 5.27% | 2.33% |
SBI Life Insurance Company Ltd. Insurance | 3.12% | 2.08% | 2.08% |
ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LIMITED Capital Markets | 1.98% | 4.53% | 1.98% |
CanFin Homes Ltd. Finance | 1.94% | 2.25% | 1.94% |
Indusind Bank Ltd. Banks | 1.63% | 2.33% | 1.63% |
Max Financial Services Ltd. Insurance | 1.61% | 1.63% | 1.61% |
Equitas Small Finance Bank Ltd Banks | 1.53% | 1.35% | 1.35% |
ICICI Lombard General Insurance Co Insurance | 2.21% | 1.13% | 1.13% |
Home First Finance Company India Ltd Finance | 1.68% | 1.01% | 1.01% |
PB Fintech Limited Financial Technology (Fintech) | 0.77% | 2.04% | 0.77% |
Multi Commodity Exchange of India L Capital Markets | 0.70% | 6.82% | 0.70% |
Medi Assist Healthcare Services Limited Insurance | 0.70% | 0.66% | 0.66% |
Unique to HDFC Banking & Financial Servi
- Kotak Mahindra Bank Limited8.13%
- State Bank of India7.46%
- Bajaj Finance Ltd.4.36%
- Au Small Finance Bank Ltd.2.97%
Unique to Invesco India Financial Servic
- Cholamandalam Investment and Finance Company Limited3.42%
- Central Depository Services (India) Limited2.94%
- Bank of Baroda2.90%
Sector Overlap Breakdown
Banks40.6% (6)
Finance7.7% (3)
Insurance5.5% (4)
Capital Markets2.7% (2)
Financial Technology (Fintech)0.8% (1)
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More comparisons for Invesco India Financial Servic
- vs Kotak Banking and Financial Se57.4% · 17 stocks
- vs TATA BANKING & FINANCIAL SERVI56.8% · 14 stocks
- vs Mahindra Manulife Banking & Fi54.3% · 18 stocks
- vs EDELWEISS FINANCIAL SERVICES53.2% · 16 stocks
- vs Mirae Asset Banking and Financ52.5% · 15 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.