Invesco India ELSS Tax Saver Fund vs Invesco India Largecap Fund
Invesco vs Invesco· Portfolio Overlap Analysis
44.0%High Overlap
32 common stocksRank #17543 / 20,000
Investor takeaway: At 44.0% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (32)
| Stock | Wt% in Invesco India ELSS Tax Saver | Wt% in Invesco India Largecap | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 3.99% | 7.22% | 3.99% |
ICICI Bank Limited Banks | 3.67% | 7.86% | 3.67% |
Tech Mahindra Limited IT - Software | 2.30% | 2.51% | 2.30% |
Axis Bank Limited Banks | 2.26% | 2.27% | 2.26% |
Bajaj Finance Ltd Finance | 2.12% | 3.93% | 2.12% |
Eicher Motors Limited Automobiles | 1.85% | 2.82% | 1.85% |
Infosys Limited IT - Software | 1.84% | 4.68% | 1.84% |
Eternal Limited Retailing | 1.75% | 3.07% | 1.75% |
Multi Commodity Exchange of India Limited Capital Markets | 2.57% | 1.72% | 1.72% |
Torrent Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 1.70% | 2.95% | 1.70% |
InterGlobe Aviation Limited Transport Services | 1.59% | 3.22% | 1.59% |
CG Power and Industrial Solutions Limited Electrical Equipment | 1.31% | 1.75% | 1.31% |
Cholamandalam Investment and Finance Company Limited Finance | 1.26% | 2.27% | 1.26% |
PTC Industries Ltd Industrial Products | 1.80% | 1.15% | 1.15% |
Divi's Laboratories Limited Pharmaceuticals & Biotechnology | 1.57% | 1.13% | 1.13% |
Apollo Hospitals Enterprise Limited Healthcare Services | 2.03% | 1.12% | 1.12% |
Shriram Finance Limited Finance | 1.38% | 1.09% | 1.09% |
Vishal Mega Mart Limited Retailing | 1.37% | 1.04% | 1.04% |
Ather Energy Limited Automobiles | 1.03% | 1.88% | 1.03% |
UltraTech Cement Limited Cement & Cement Products | 1.03% | 2.28% | 1.03% |
Hindalco Industries Limited Non - Ferrous Metals | 2.31% | 0.98% | 0.98% |
Bharti Airtel Limited Telecom - Services | 0.95% | 3.54% | 0.95% |
Coforge Limited IT - Software | 1.55% | 0.94% | 0.94% |
Tube Investments Of India Limited Auto Components | 1.81% | 0.93% | 0.93% |
PB Fintech Limited Financial Technology (Fintech) | 0.85% | 0.89% | 0.85% |
Global Health Limited Healthcare Services | 1.21% | 0.81% | 0.81% |
Home First Finance Company India Limited Finance | 1.69% | 0.76% | 0.76% |
Delhivery Limited Transport Services | 0.92% | 0.76% | 0.76% |
Bank of Baroda Banks | 0.67% | 1.64% | 0.67% |
Max Healthcare Institute Limited Healthcare Services | 0.55% | 2.07% | 0.55% |
SRF Limited Chemicals & Petrochemicals | 0.49% | 0.90% | 0.49% |
Jyoti CNC Automation Ltd Industrial Manufacturing | 0.99% | 0.37% | 0.37% |
Unique to Invesco India ELSS Tax Saver
- Polycab India Limited2.38%
- Mrs. Bectors Food Specialities Ltd2.20%
- Metro Brands Limited2.06%
Unique to Invesco India Largecap
- ICICI Prudential Asset Management Company Limited5.88%
- Larsen & Toubro Limited4.36%
Sector Overlap Breakdown
Banks10.6% (4)
Finance5.2% (4)
IT - Software5.1% (3)
Automobiles2.9% (2)
Pharmaceuticals & Biotechnology2.8% (2)
Retailing2.8% (2)
Healthcare Services2.5% (3)
Transport Services2.4% (2)
Capital Markets1.7% (1)
Electrical Equipment1.3% (1)
Industrial Products1.1% (1)
Cement & Cement Products1.0% (1)
Non - Ferrous Metals1.0% (1)
Telecom - Services0.9% (1)
Auto Components0.9% (1)
Financial Technology (Fintech)0.8% (1)
Chemicals & Petrochemicals0.5% (1)
Industrial Manufacturing0.4% (1)
More comparisons for Invesco India ELSS Tax Saver
- vs Invesco India ESG Integration 47.9% · 30 stocks
More comparisons for Invesco India Largecap
- vs Invesco India ESG Integration 57.8% · 26 stocks
- vs CANARA ROBECO LARGE CAP54.7% · 31 stocks
- vs Axis Large Cap53.3% · 26 stocks
- vs CANARA ROBECO FOCUSED51.8% · 18 stocks
- vs IB01-Groww Large Cap51.1% · 22 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.