IB01-Groww Large Cap Fund vs Invesco India Largecap Fund

Groww vs Invesco· Portfolio Overlap Analysis

51.1%High Overlap
22 common stocksRank #9050 / 20,000

Investor takeaway: At 51.1% 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 (22)

StockWt% in IB01-Groww Large CapWt% in Invesco India LargecapOverlap
ICICI Bank Limited
Banks
8.30%7.86%7.86%
HDFC Bank Limited
Banks
7.80%7.22%7.22%
Larsen & Toubro Limited
Construction
6.74%4.36%4.36%
Bharti Airtel Limited
Telecom - Services
4.13%3.54%3.54%
Bajaj Finance Limited
Finance
3.32%3.93%3.32%
Torrent Pharmaceuticals Limited
Pharmaceuticals & Biotechnology
2.61%2.95%2.61%
UltraTech Cement Limited
Cement & Cement Products
2.48%2.28%2.28%
Axis Bank Limited
Banks
2.61%2.27%2.27%
Cholamandalam Invest & Finance Co Ltd
Finance
2.45%2.27%2.27%
Eternal Limited
Retailing
2.04%3.07%2.04%
Infosys Limited
IT - Software
2.03%4.68%2.03%
Eicher Motors Limited
Automobiles
1.88%2.82%1.88%
Bank of Baroda
Banks
1.58%1.64%1.58%
Mahindra & Mahindra Limited
Automobiles
2.60%1.56%1.56%
Samvardhana Motherson International Ltd
Auto Components
1.18%1.18%1.18%
Apollo Hospitals Enterprise Limited
Healthcare Services
1.48%1.12%1.12%
Shriram Finance Limited
Finance
1.03%1.09%1.03%
Bharat Electronics Limited
Aerospace & Defense
2.35%0.93%0.93%
Max Healthcare Institute Limited
Healthcare Services
0.93%2.07%0.93%
ABB India Limited
Electrical Equipment
0.53%1.82%0.53%
Coforge Limited
IT - Software
0.52%0.94%0.52%
Kwality Wall’s (India) Limited
Food Products
0.01%0.03%0.01%

Unique to IB01-Groww Large Cap

  • State Bank of India4.64%
  • Reliance Industries Limited4.31%
  • Cummins India Limited3.39%

Unique to Invesco India Largecap

  • ICICI Prudential Asset Management Company Limited5.88%
  • InterGlobe Aviation Limited3.22%

Sector Overlap Breakdown

Banks
18.9% (4)
Finance
6.6% (3)
Construction
4.4% (1)
Telecom - Services
3.5% (1)
Automobiles
3.4% (2)
Pharmaceuticals & Biotechnology
2.6% (1)
IT - Software
2.5% (2)
Cement & Cement Products
2.3% (1)
Healthcare Services
2.0% (2)
Retailing
2.0% (1)
Auto Components
1.2% (1)
Aerospace & Defense
0.9% (1)
Electrical Equipment
0.5% (1)
Food Products
0.0% (1)

More comparisons for IB01-Groww Large Cap

More comparisons for Invesco India Largecap

Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.