Invesco India ELSS Tax Saver Fund vs Invesco India ESG Integration Strategy Fund
Invesco vs Invesco· Portfolio Overlap Analysis
47.9%High Overlap
30 common stocksRank #12338 / 20,000
Investor takeaway: At 47.9% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (30)
| Stock | Wt% in Invesco India ELSS Tax Saver | Wt% in Invesco India ESG Integration | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 3.99% | 7.68% | 3.99% |
ICICI Bank Limited Banks | 3.67% | 6.33% | 3.67% |
Tech Mahindra Limited IT - Software | 2.30% | 2.51% | 2.30% |
Axis Bank Limited Banks | 2.26% | 3.89% | 2.26% |
Bajaj Finance Ltd Finance | 2.12% | 5.49% | 2.12% |
Apollo Hospitals Enterprise Limited Healthcare Services | 2.03% | 4.12% | 2.03% |
ZF Commercial Vehicle Control Systems India Limited Auto Components | 1.92% | 2.45% | 1.92% |
Eicher Motors Limited Automobiles | 1.85% | 3.01% | 1.85% |
Infosys Limited IT - Software | 1.84% | 4.90% | 1.84% |
Mrs. Bectors Food Specialities Ltd Food Products | 2.20% | 1.79% | 1.79% |
Kotak Mahindra Bank Ltd Banks | 1.76% | 3.26% | 1.76% |
Eternal Limited Retailing | 1.75% | 2.65% | 1.75% |
Torrent Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 1.70% | 2.48% | 1.70% |
Home First Finance Company India Limited Finance | 1.69% | 2.44% | 1.69% |
Divi's Laboratories Limited Pharmaceuticals & Biotechnology | 1.57% | 1.92% | 1.57% |
Coforge Limited IT - Software | 1.55% | 1.42% | 1.42% |
Shriram Finance Limited Finance | 1.38% | 1.85% | 1.38% |
CG Power and Industrial Solutions Limited Electrical Equipment | 1.31% | 1.91% | 1.31% |
RBL Bank Limited Banks | 1.27% | 1.61% | 1.27% |
Cholamandalam Investment and Finance Company Limited Finance | 1.26% | 2.30% | 1.26% |
Chalet Hotels Limited Leisure Services | 1.23% | 1.32% | 1.23% |
Honeywell Automation India Limited Industrial Manufacturing | 1.07% | 1.63% | 1.07% |
Global Health Limited Healthcare Services | 1.21% | 1.01% | 1.01% |
Bharti Airtel Limited Telecom - Services | 0.95% | 4.77% | 0.95% |
Vishal Mega Mart Limited Retailing | 1.37% | 0.93% | 0.93% |
Nuvama Wealth Management Ltd Capital Markets | 0.91% | 1.99% | 0.91% |
TVS Motor Company Limited Automobiles | 0.88% | 1.57% | 0.88% |
LTIMindtree Limited IT - Software | 0.82% | 3.13% | 0.82% |
Bank of Baroda Banks | 0.67% | 1.07% | 0.67% |
Max Healthcare Institute Limited Healthcare Services | 0.55% | 1.01% | 0.55% |
Unique to Invesco India ELSS Tax Saver
- Multi Commodity Exchange of India Limited2.57%
- Polycab India Limited2.38%
- Hindalco Industries Limited2.31%
- Metro Brands Limited2.06%
Unique to Invesco India ESG Integration
- Titan Company Limited3.63%
Sector Overlap Breakdown
Banks13.6% (6)
Finance6.5% (4)
IT - Software6.4% (4)
Healthcare Services3.6% (3)
Pharmaceuticals & Biotechnology3.3% (2)
Automobiles2.7% (2)
Retailing2.7% (2)
Auto Components1.9% (1)
Food Products1.8% (1)
Electrical Equipment1.3% (1)
Leisure Services1.2% (1)
Industrial Manufacturing1.1% (1)
Telecom - Services0.9% (1)
Capital Markets0.9% (1)
More comparisons for Invesco India ELSS Tax Saver
- vs Invesco India Largecap44.0% · 32 stocks
More comparisons for Invesco India ESG Integration
- vs Invesco India Largecap57.8% · 26 stocks
- vs Axis Large Cap48.5% · 20 stocks
- vs ADITYA BIRLA SUN LIFE ESG INTE46.9% · 19 stocks
- vs Mirae Asset Nifty 100 ESG Sect45.5% · 21 stocks
- vs Axis ELSS Tax Saver45.4% · 23 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.