Invesco India Business Cycle Fund vs Invesco India Smallcap Fund
Invesco vs Invesco· Portfolio Overlap Analysis
52.8%High Overlap
25 common stocksRank #7715 / 20,000
Investor takeaway: At 52.8% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (25)
| Stock | Wt% in Invesco India Business Cycle | Wt% in Invesco India Smallcap | Overlap |
|---|---|---|---|
Sai Life Sciences Limited Pharmaceuticals & Biotechnology | 4.99% | 5.08% | 4.99% |
Amber Enterprises India Limited ‡ Consumer Durables | 4.72% | 5.50% | 4.72% |
Max Healthcare Institute Limited Healthcare Services | 6.96% | 3.87% | 3.87% |
Swiggy Limited Retailing | 3.81% | 3.74% | 3.74% |
InterGlobe Aviation Limited Transport Services | 5.93% | 3.71% | 3.71% |
Krishna Institute Of Medical Sciences Limited Healthcare Services | 3.02% | 4.87% | 3.02% |
Aditya Infotech Limited Industrial Manufacturing | 4.27% | 2.90% | 2.90% |
BSE Limited Capital Markets | 3.90% | 2.85% | 2.85% |
The Federal Bank Limited Banks | 3.97% | 2.61% | 2.61% |
RBL Bank Limited Banks | 2.60% | 2.90% | 2.60% |
Global Health Limited Healthcare Services | 2.65% | 2.57% | 2.57% |
L&T Finance Limited ‡ Finance | 3.59% | 2.18% | 2.18% |
Trent Limited Retailing | 4.22% | 1.90% | 1.90% |
Eternal Limited Retailing | 3.93% | 1.82% | 1.82% |
AU Small Finance Bank Limited Banks | 3.94% | 1.79% | 1.79% |
Wework India Management Limited Commercial Services & Supplies | 2.80% | 1.58% | 1.58% |
Prestige Estates Projects Limited Realty | 4.90% | 1.38% | 1.38% |
Sonata Software Limited IT - Software | 2.17% | 1.26% | 1.26% |
Timken India Limited Industrial Products | 0.80% | 0.71% | 0.71% |
The Phoenix Mills Limited Realty | 1.17% | 0.69% | 0.69% |
Hexaware Technologies Limited IT - Software | 1.11% | 0.57% | 0.57% |
Ethos Ltd. Consumer Durables | 0.51% | 1.93% | 0.51% |
Carborundum Universal Limited Industrial Products | 0.38% | 0.65% | 0.38% |
Max Estates Limited Realty | 1.68% | 0.27% | 0.27% |
Bansal Wire Industries Limited Industrial Products | 0.41% | 0.18% | 0.18% |
Unique to Invesco India Business Cycle
- Cholamandalam Investment and Finance Company Limited4.34%
- IndusInd Bank Limited ^^^4.04%
Unique to Invesco India Smallcap
- Karur Vysya Bank Limited3.25%
Sector Overlap Breakdown
Healthcare Services9.5% (3)
Retailing7.5% (3)
Banks7.0% (3)
Consumer Durables5.2% (2)
Pharmaceuticals & Biotechnology5.0% (1)
Transport Services3.7% (1)
Industrial Manufacturing2.9% (1)
Capital Markets2.9% (1)
Realty2.3% (3)
Finance2.2% (1)
IT - Software1.8% (2)
Commercial Services & Supplies1.6% (1)
Industrial Products1.3% (3)
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 Multicap42.3% · 23 stocks
More comparisons for Invesco India Smallcap
- vs Invesco India Midcap47.7% · 30 stocks
- vs Invesco India Large & Mid Cap47.2% · 28 stocks
- vs Invesco India Multicap43.1% · 30 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.