Invesco India Balanced Advantage Fund vs Parag Parikh Large Cap Fund
Invesco vs PPFAS· Portfolio Overlap Analysis
47.9%High Overlap
31 common stocksRank #12351 / 20,000
Investor takeaway: At 47.9% 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 (31)
| Stock | Wt% in Invesco India Balanced Advanta | Wt% in Parag Parikh Large Cap | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 8.52% | 9.77% | 8.52% |
ICICI Bank Limited Banks | 4.74% | 7.17% | 4.74% |
Reliance Industries Limited Petroleum Products | 4.41% | 6.82% | 4.41% |
Larsen & Toubro Limited Construction | 4.01% | 3.64% | 3.64% |
Infosys Limited IT - Software | 3.29% | 3.30% | 3.29% |
Kotak Mahindra Bank Ltd Banks | 2.58% | 2.25% | 2.25% |
Tata Consultancy Services Limited IT - Software | 2.40% | 1.95% | 1.95% |
Axis Bank Limited Banks | 1.69% | 2.91% | 1.69% |
Bajaj Finance Ltd Finance | 1.52% | 1.92% | 1.52% |
Hindustan Unilever Limited Diversified FMCG | 1.60% | 1.50% | 1.50% |
Mahindra & Mahindra Limited Automobiles | 1.43% | 2.20% | 1.43% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 2.36% | 1.33% | 1.33% |
ITC Limited Diversified FMCG | 1.32% | 2.19% | 1.32% |
Eternal Limited Retailing | 3.52% | 1.28% | 1.28% |
UltraTech Cement Limited Cement & Cement Products | 1.44% | 1.09% | 1.09% |
InterGlobe Aviation Limited Transport Services | 1.00% | 0.79% | 0.79% |
Grasim Industries Limited Cement & Cement Products | 0.96% | 0.78% | 0.78% |
SBI Life Insurance Company Limited Insurance | 1.53% | 0.66% | 0.66% |
Trent Limited Retailing | 1.16% | 0.63% | 0.63% |
Jio Financial Services Limited Finance | 1.00% | 0.61% | 0.61% |
Max Healthcare Institute Limited Healthcare Services | 1.23% | 0.59% | 0.59% |
Tech Mahindra Limited IT - Software | 0.56% | 0.62% | 0.56% |
Britannia Industries Limited Food Products | 1.47% | 0.51% | 0.51% |
Bharat Electronics Limited Aerospace & Defense | 0.47% | 1.15% | 0.47% |
Varun Beverages Ltd Beverages | 1.04% | 0.45% | 0.45% |
Godrej Consumer Products Limited Personal Products | 1.48% | 0.35% | 0.35% |
Power Grid Corporation of India Limited Power | 0.34% | 0.98% | 0.34% |
ICICI Lombard General Insurance Company Limited Insurance | 1.60% | 0.33% | 0.33% |
Torrent Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 0.61% | 0.33% | 0.33% |
Bank of Baroda Banks | 0.27% | 0.43% | 0.27% |
Hyundai Motor India Ltd Automobiles | 1.90% | 0.23% | 0.23% |
Unique to Invesco India Balanced Advanta
All top holdings are shared with the other fund.
Unique to Parag Parikh Large Cap
- Bharti Airtel Limited3.79%
- State Bank of India3.61%
Sector Overlap Breakdown
Banks17.5% (5)
IT - Software5.8% (3)
Petroleum Products4.4% (1)
Construction3.6% (1)
Diversified FMCG2.8% (2)
Finance2.1% (2)
Retailing1.9% (2)
Cement & Cement Products1.9% (2)
Automobiles1.7% (2)
Pharmaceuticals & Biotechnology1.7% (2)
Insurance1.0% (2)
Transport Services0.8% (1)
Healthcare Services0.6% (1)
Food Products0.5% (1)
Aerospace & Defense0.5% (1)
Beverages0.5% (1)
Personal Products0.3% (1)
Power0.3% (1)
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.