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)
| Stock | Wt% in IB01-Groww Large Cap | Wt% in Invesco India Largecap | Overlap |
|---|---|---|---|
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
Banks18.9% (4)
Finance6.6% (3)
Construction4.4% (1)
Telecom - Services3.5% (1)
Automobiles3.4% (2)
Pharmaceuticals & Biotechnology2.6% (1)
IT - Software2.5% (2)
Cement & Cement Products2.3% (1)
Healthcare Services2.0% (2)
Retailing2.0% (1)
Auto Components1.2% (1)
Aerospace & Defense0.9% (1)
Electrical Equipment0.5% (1)
Food Products0.0% (1)
More comparisons for IB01-Groww Large Cap
- vs CANARA ROBECO LARGE CAP62.7% · 26 stocks
- vs Axis Large Cap62.6% · 26 stocks
- vs IB03-Groww Aggressive Hybrid62.0% · 32 stocks
- vs Baroda BNP Paribas Nifty 50 In61.4% · 25 stocks
- vs HDFC NIFTY 50 ETF61.3% · 25 stocks
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 PGIM INDIA LARGE CAP50.7% · 26 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.