Invesco India Business Cycle Fund vs Invesco India Multicap Fund
Invesco vs Invesco· Portfolio Overlap Analysis
42.3%High Overlap
23 common stocksRank #19983 / 20,000
Investor takeaway: At 42.3% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (23)
| Stock | Wt% in Invesco India Business Cycle | Wt% in Invesco India Multicap | Overlap |
|---|---|---|---|
Eternal Limited Retailing | 3.93% | 3.58% | 3.58% |
Cholamandalam Investment and Finance Company Limited Finance | 4.34% | 3.34% | 3.34% |
Krishna Institute Of Medical Sciences Limited Healthcare Services | 3.02% | 3.00% | 3.00% |
Sai Life Sciences Limited Pharmaceuticals & Biotechnology | 4.99% | 2.80% | 2.80% |
BSE Limited Capital Markets | 3.90% | 2.70% | 2.70% |
Max Healthcare Institute Limited Healthcare Services | 6.96% | 2.44% | 2.44% |
InterGlobe Aviation Limited Transport Services | 5.93% | 2.31% | 2.31% |
AU Small Finance Bank Limited Banks | 3.94% | 2.31% | 2.31% |
JK Cement Limited Cement & Cement Products | 2.88% | 2.16% | 2.16% |
Amber Enterprises India Limited ‡ Consumer Durables | 4.72% | 2.05% | 2.05% |
Prestige Estates Projects Limited Realty | 4.90% | 2.04% | 2.04% |
Trent Limited Retailing | 4.22% | 1.97% | 1.97% |
Swiggy Limited Retailing | 3.81% | 1.94% | 1.94% |
Global Health Limited Healthcare Services | 2.65% | 1.78% | 1.78% |
RBL Bank Limited Banks | 2.60% | 1.28% | 1.28% |
The Phoenix Mills Limited Realty | 1.17% | 1.58% | 1.17% |
Hexaware Technologies Limited IT - Software | 1.11% | 1.14% | 1.11% |
Dixon Technologies (India) Limited Consumer Durables | 1.01% | 1.57% | 1.01% |
Timken India Limited Industrial Products | 0.80% | 1.42% | 0.80% |
Aditya Infotech Limited Industrial Manufacturing | 4.27% | 0.76% | 0.76% |
IndusInd Bank Limited ^^^ Banks | 4.04% | 0.76% | 0.76% |
Ethos Ltd. Consumer Durables | 0.51% | 0.78% | 0.51% |
L&T Finance Limited ‡ Finance | 3.59% | 0.50% | 0.50% |
Unique to Invesco India Business Cycle
- The Federal Bank Limited3.97%
Unique to Invesco India Multicap
- ICICI Bank Limited3.51%
- HDFC Bank Limited3.16%
- TVS Motor Company Limited2.52%
- Axis Bank Limited2.34%
Sector Overlap Breakdown
Retailing7.5% (3)
Healthcare Services7.2% (3)
Banks4.3% (3)
Finance3.8% (2)
Consumer Durables3.6% (3)
Realty3.2% (2)
Pharmaceuticals & Biotechnology2.8% (1)
Capital Markets2.7% (1)
Transport Services2.3% (1)
Cement & Cement Products2.2% (1)
IT - Software1.1% (1)
Industrial Products0.8% (1)
Industrial Manufacturing0.8% (1)
More comparisons for Invesco India Business Cycle
- vs Invesco India Large & Mid Cap77.0% · 32 stocks
- vs Invesco India Midcap66.1% · 30 stocks
- vs Invesco India Smallcap52.8% · 25 stocks
More comparisons for Invesco India Multicap
- vs Invesco India Flexi Cap64.0% · 41 stocks
- vs Invesco India Large & Mid Cap48.3% · 28 stocks
- vs Invesco India Smallcap43.1% · 30 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.