Invesco India Business Cycle Fund vs Invesco India Large & Mid Cap Fund
Invesco vs Invesco· Portfolio Overlap Analysis
77.0%High Overlap
32 common stocksRank #2734 / 5,000
Investor takeaway: These funds overlap 77.0%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.
Common Holdings (32)
| Stock | Wt% in Invesco India Business Cycle | Wt% in Invesco India Large & Mid Cap | Overlap |
|---|---|---|---|
Max Healthcare Institute Limited Healthcare Services | 6.96% | 7.18% | 6.96% |
InterGlobe Aviation Limited Transport Services | 5.93% | 5.95% | 5.93% |
Sai Life Sciences Limited Pharmaceuticals & Biotechnology | 4.99% | 4.55% | 4.55% |
Trent Limited Retailing | 4.22% | 4.52% | 4.22% |
Eternal Limited Retailing | 3.93% | 4.32% | 3.93% |
BSE Limited Capital Markets | 3.90% | 4.56% | 3.90% |
Swiggy Limited Retailing | 3.81% | 3.54% | 3.54% |
The Federal Bank Limited Banks | 3.97% | 3.51% | 3.51% |
L&T Finance Limited ‡ Finance | 3.59% | 3.43% | 3.43% |
Prestige Estates Projects Limited Realty | 4.90% | 3.33% | 3.33% |
Amber Enterprises India Limited ‡ Consumer Durables | 4.72% | 3.19% | 3.19% |
Cholamandalam Investment and Finance Company Limited Finance | 4.34% | 3.01% | 3.01% |
IndusInd Bank Limited ^^^ Banks | 4.04% | 3.00% | 3.00% |
AU Small Finance Bank Limited Banks | 3.94% | 2.94% | 2.94% |
JK Cement Limited Cement & Cement Products | 2.88% | 2.48% | 2.48% |
HDFC Asset Management Company Limited Capital Markets | 2.36% | 1.97% | 1.97% |
Global Health Limited Healthcare Services | 2.65% | 1.94% | 1.94% |
Krishna Institute Of Medical Sciences Limited Healthcare Services | 3.02% | 1.93% | 1.93% |
Aditya Infotech Limited Industrial Manufacturing | 4.27% | 1.85% | 1.85% |
Glenmark Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 1.73% | 3.06% | 1.73% |
Apollo Hospitals Enterprise Limited Healthcare Services | 2.71% | 1.62% | 1.62% |
The Phoenix Mills Limited Realty | 1.17% | 1.37% | 1.17% |
Hexaware Technologies Limited IT - Software | 1.11% | 1.86% | 1.11% |
ABB India Limited Electrical Equipment | 1.09% | 2.93% | 1.09% |
Sonata Software Limited IT - Software | 2.17% | 0.94% | 0.94% |
Timken India Limited Industrial Products | 0.80% | 1.35% | 0.80% |
Max Estates Limited Realty | 1.68% | 0.69% | 0.69% |
Grindwell Norton Limited Industrial Products | 0.57% | 0.54% | 0.54% |
Ethos Ltd. Consumer Durables | 0.51% | 1.18% | 0.51% |
Bansal Wire Industries Limited Industrial Products | 0.41% | 0.52% | 0.41% |
Carborundum Universal Limited Industrial Products | 0.38% | 0.88% | 0.38% |
Wework India Management Limited Commercial Services & Supplies | 2.80% | 0.35% | 0.35% |
Unique to Invesco India Business Cycle
All top holdings are shared with the other fund.
Unique to Invesco India Large & Mid Cap
- ICICI Bank Limited3.99%
Sector Overlap Breakdown
Healthcare Services12.4% (4)
Retailing11.7% (3)
Banks9.4% (3)
Finance6.4% (2)
Pharmaceuticals & Biotechnology6.3% (2)
Transport Services5.9% (1)
Capital Markets5.9% (2)
Realty5.2% (3)
Consumer Durables3.7% (2)
Cement & Cement Products2.5% (1)
Industrial Products2.1% (4)
IT - Software2.0% (2)
Industrial Manufacturing1.9% (1)
Electrical Equipment1.1% (1)
Commercial Services & Supplies0.3% (1)
More comparisons for Invesco India Business Cycle
- vs Invesco India Midcap66.1% · 30 stocks
More comparisons for Invesco India Large & Mid Cap
- vs Invesco India Midcap68.8% · 35 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.