Invesco India Contra Fund vs Nippon India Flexi Cap Fund
Invesco vs Nippon· Portfolio Overlap Analysis
46.1%High Overlap
31 common stocksRank #14466 / 20,000
Investor takeaway: At 46.1% 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 (31)
| Stock | Wt% in Invesco India Contra | Wt% in Nippon India Flexi Cap | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 7.06% | 6.34% | 6.34% |
ICICI Bank Limited Banks | 5.15% | 5.29% | 5.15% |
Axis Bank Limited Banks | 3.61% | 4.37% | 3.61% |
Reliance Industries Limited Petroleum Products | 3.41% | 3.68% | 3.41% |
Infosys Limited IT - Software | 3.80% | 3.06% | 3.06% |
Larsen & Toubro Limited Construction | 4.08% | 2.97% | 2.97% |
Mahindra & Mahindra Limited Automobiles | 3.79% | 2.56% | 2.56% |
Swiggy Limited ‡ Retailing | 1.79% | 1.38% | 1.38% |
Tata Motors Ltd Agricultural, Commercial & Construction Vehicles | 1.29% | 1.27% | 1.27% |
Varun Beverages Ltd Beverages | 1.22% | 1.48% | 1.22% |
Hindustan Petroleum Corporation Limited Petroleum Products | 1.41% | 1.21% | 1.21% |
Kotak Mahindra Bank Ltd Banks | 1.51% | 1.17% | 1.17% |
Samvardhana Motherson International Limited Auto Components | 1.17% | 1.85% | 1.17% |
Lupin Limited Pharmaceuticals & Biotechnology | 1.47% | 1.05% | 1.05% |
UltraTech Cement Limited Cement & Cement Products | 0.90% | 1.16% | 0.90% |
SBI Life Insurance Company Limited Insurance | 0.87% | 1.48% | 0.87% |
Eternal Limited Retailing | 0.83% | 1.21% | 0.83% |
LTIMindtree Limited IT - Software | 1.23% | 0.79% | 0.79% |
Voltas Limited ‡ Consumer Durables | 0.92% | 0.73% | 0.73% |
Delhivery Limited Transport Services | 1.40% | 0.72% | 0.72% |
Tech Mahindra Limited IT - Software | 0.67% | 1.00% | 0.67% |
IndusInd Bank Limited ^^^ Banks | 1.54% | 0.62% | 0.62% |
J B Chemicals and Pharma Ltd Pharmaceuticals & Biotechnology | 0.62% | 1.17% | 0.62% |
Coforge Limited IT - Software | 1.28% | 0.60% | 0.60% |
Cholamandalam Investment and Finance Company Limited Finance | 2.53% | 0.55% | 0.55% |
Apollo Hospitals Enterprise Limited Healthcare Services | 2.23% | 0.50% | 0.50% |
The Federal Bank Limited Banks | 2.03% | 0.47% | 0.47% |
MphasiS Limited IT - Software | 0.45% | 0.58% | 0.45% |
Crompton Greaves Consumer Electricals Limited Consumer Durables | 0.43% | 0.75% | 0.43% |
MedPlus Health Services Limited Retailing | 0.47% | 0.41% | 0.41% |
Whirlpool of India Limited Consumer Durables | 0.33% | 0.66% | 0.33% |
Unique to Invesco India Contra
All top holdings are shared with the other fund.
Unique to Nippon India Flexi Cap
- Bajaj Finance Limited2.75%
- Maruti Suzuki India Limited2.26%
- Vedanta Limited2.23%
Sector Overlap Breakdown
Banks17.4% (6)
IT - Software5.6% (5)
Petroleum Products4.6% (2)
Construction3.0% (1)
Retailing2.6% (3)
Automobiles2.6% (1)
Pharmaceuticals & Biotechnology1.7% (2)
Consumer Durables1.5% (3)
Agricultural, Commercial & Construction Vehicles1.3% (1)
Beverages1.2% (1)
Auto Components1.2% (1)
Cement & Cement Products0.9% (1)
Insurance0.9% (1)
Transport Services0.7% (1)
Finance0.6% (1)
Healthcare Services0.5% (1)
More comparisons for Invesco India Contra
- vs ADITYA BIRLA SUN LIFE LARGE CA43.7% · 28 stocks
- vs CANARA ROBECO FLEXICAP43.5% · 26 stocks
- vs CANARA ROBECO LARGE CAP43.2% · 24 stocks
- vs Axis Large Cap43.1% · 22 stocks
More comparisons for Nippon India Flexi Cap
- vs NIPPON INDIA LARGE CAP59.8% · 39 stocks
- vs NIPPON INDIA RETIREMENT FUND -57.1% · 37 stocks
- vs CANARA ROBECO FLEXICAP54.0% · 35 stocks
- vs CANARA ROBECO LARGE CAP53.5% · 31 stocks
- vs Mirae Asset Large Cap53.4% · 38 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.