HDFC Large Cap Fund vs Invesco India Largecap Fund
HDFC vs Invesco· Portfolio Overlap Analysis
45.9%High Overlap
21 common stocksRank #14733 / 20,000
Investor takeaway: At 45.9% 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 (21)
| Stock | Wt% in HDFC Large Cap | Wt% in Invesco India Largecap | Overlap |
|---|---|---|---|
ICICI Bank Ltd. Banks | 9.50% | 7.86% | 7.86% |
HDFC Bank Ltd. Banks | 8.58% | 7.22% | 7.22% |
Infosys Limited IT - Software | 3.67% | 4.68% | 3.67% |
Bharti Airtel Ltd. Telecom - Services | 5.59% | 3.54% | 3.54% |
Torrent Pharmaceuticals Ltd. Pharmaceuticals & Biotechnology | 3.44% | 2.95% | 2.95% |
Titan Company Ltd. Consumer Durables | 4.45% | 2.55% | 2.55% |
Axis Bank Ltd. Banks | 3.70% | 2.27% | 2.27% |
Cholamandalam Investment & Finance Co. Ltd. Finance | 2.26% | 2.27% | 2.26% |
Eternal Limited Retailing | 1.86% | 3.07% | 1.86% |
InterGlobe Aviation Ltd. Transport Services | 1.81% | 3.22% | 1.81% |
Larsen and Toubro Ltd. Construction | 1.40% | 4.36% | 1.40% |
Max Healthcare Institute Limited Healthcare Services | 1.37% | 2.07% | 1.37% |
Eicher Motors Ltd. Automobiles | 1.25% | 2.82% | 1.25% |
ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LIMITED Capital Markets | 1.06% | 5.88% | 1.06% |
Vishal Mega Mart Limited Retailing | 1.45% | 1.04% | 1.04% |
UltraTech Cement Limited Cement & Cement Products | 1.03% | 2.28% | 1.03% |
SRF Ltd. Chemicals & Petrochemicals | 0.89% | 0.90% | 0.89% |
Mahindra & Mahindra Ltd. Automobiles | 0.84% | 1.56% | 0.84% |
CG Power and Industrial Solutions Ltd. Electrical Equipment | 0.49% | 1.75% | 0.49% |
DLF LIMITED Realty | 0.32% | 0.71% | 0.32% |
Hindalco Industries Ltd. Non - Ferrous Metals | 0.21% | 0.98% | 0.21% |
Unique to HDFC Large Cap
- Kotak Mahindra Bank Limited5.34%
- Reliance Industries Ltd.4.96%
- Bajaj Auto Limited3.10%
Unique to Invesco India Largecap
- Bajaj Finance Ltd3.93%
Sector Overlap Breakdown
Banks17.4% (3)
IT - Software3.7% (1)
Telecom - Services3.5% (1)
Pharmaceuticals & Biotechnology3.0% (1)
Retailing2.9% (2)
Consumer Durables2.5% (1)
Finance2.3% (1)
Automobiles2.1% (2)
Transport Services1.8% (1)
Construction1.4% (1)
Healthcare Services1.4% (1)
Capital Markets1.1% (1)
Cement & Cement Products1.0% (1)
Chemicals & Petrochemicals0.9% (1)
Electrical Equipment0.5% (1)
Realty0.3% (1)
Non - Ferrous Metals0.2% (1)
More comparisons for HDFC Large Cap
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- vs HDFC Nifty 50 Index55.5% · 26 stocks
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More comparisons for Invesco India Largecap
- vs Invesco India ESG Integration 57.8% · 26 stocks
- vs CANARA ROBECO LARGE CAP54.7% · 31 stocks
- vs Axis Large Cap53.3% · 26 stocks
- vs CANARA ROBECO FOCUSED51.8% · 18 stocks
- vs IB01-Groww Large Cap51.1% · 22 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.