Invesco India ESG Integration Strategy Fund vs Invesco India Largecap Fund
Invesco vs Invesco· Portfolio Overlap Analysis
57.8%High Overlap
26 common stocksRank #5938 / 20,000
Investor takeaway: At 57.8% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (26)
| Stock | Wt% in Invesco India ESG Integration | Wt% in Invesco India Largecap | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 7.68% | 7.22% | 7.22% |
ICICI Bank Limited Banks | 6.33% | 7.86% | 6.33% |
Infosys Limited IT - Software | 4.90% | 4.68% | 4.68% |
Bajaj Finance Ltd Finance | 5.49% | 3.93% | 3.93% |
Bharti Airtel Limited Telecom - Services | 4.77% | 3.54% | 3.54% |
Eicher Motors Limited Automobiles | 3.01% | 2.82% | 2.82% |
Eternal Limited Retailing | 2.65% | 3.07% | 2.65% |
Titan Company Limited Consumer Durables | 3.63% | 2.55% | 2.55% |
Tech Mahindra Limited IT - Software | 2.51% | 2.51% | 2.51% |
Torrent Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 2.48% | 2.95% | 2.48% |
Axis Bank Limited Banks | 3.89% | 2.27% | 2.27% |
Cholamandalam Investment and Finance Company Limited Finance | 2.30% | 2.27% | 2.27% |
CG Power and Industrial Solutions Limited Electrical Equipment | 1.91% | 1.75% | 1.75% |
Mahindra & Mahindra Limited Automobiles | 1.78% | 1.56% | 1.56% |
Samvardhana Motherson International Limited Auto Components | 1.50% | 1.18% | 1.18% |
Divi's Laboratories Limited Pharmaceuticals & Biotechnology | 1.92% | 1.13% | 1.13% |
Apollo Hospitals Enterprise Limited Healthcare Services | 4.12% | 1.12% | 1.12% |
Shriram Finance Limited Finance | 1.85% | 1.09% | 1.09% |
Bank of Baroda Banks | 1.07% | 1.64% | 1.07% |
Max Healthcare Institute Limited Healthcare Services | 1.01% | 2.07% | 1.01% |
Coforge Limited IT - Software | 1.42% | 0.94% | 0.94% |
Vishal Mega Mart Limited Retailing | 0.93% | 1.04% | 0.93% |
Global Health Limited Healthcare Services | 1.01% | 0.81% | 0.81% |
Home First Finance Company India Limited Finance | 2.44% | 0.76% | 0.76% |
DLF Limited Realty | 1.68% | 0.71% | 0.71% |
Lodha Developers Limited Realty | 1.20% | 0.51% | 0.51% |
Unique to Invesco India ESG Integration
- Kotak Mahindra Bank Ltd3.26%
- LTIMindtree Limited3.13%
Unique to Invesco India Largecap
- ICICI Prudential Asset Management Company Limited5.88%
- Larsen & Toubro Limited4.36%
- InterGlobe Aviation Limited3.22%
Sector Overlap Breakdown
Banks16.9% (4)
IT - Software8.1% (3)
Finance8.1% (4)
Automobiles4.4% (2)
Pharmaceuticals & Biotechnology3.6% (2)
Retailing3.6% (2)
Telecom - Services3.5% (1)
Healthcare Services2.9% (3)
Consumer Durables2.5% (1)
Electrical Equipment1.8% (1)
Realty1.2% (2)
Auto Components1.2% (1)
More comparisons for Invesco India ESG Integration
- vs Axis Large Cap48.5% · 20 stocks
- vs Invesco India ELSS Tax Saver47.9% · 30 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
More comparisons for Invesco India Largecap
- 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
- vs PGIM INDIA LARGE CAP50.7% · 26 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.