Invesco India ESG Integration Strategy Fund vs Mirae Asset Nifty 100 ESG Sector Leaders ETF

Invesco vs Mirae· Portfolio Overlap Analysis

45.5%High Overlap
21 common stocksRank #15222 / 20,000

Investor takeaway: At 45.5% 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 (21)

StockWt% in Invesco India ESG Integration Wt% in Mirae Asset Nifty 100 ESG SectOverlap
HDFC Bank Limited
Banks
7.68%9.37%7.68%
ICICI Bank Limited
Banks
6.33%10.49%6.33%
Infosys Limited
IT - Software
4.90%4.85%4.85%
Bharti Airtel Limited
Telecom - Services
4.77%5.58%4.77%
Axis Bank Limited
Banks
3.89%4.23%3.89%
Bajaj Finance Ltd
Finance
5.49%2.82%2.82%
Titan Company Limited
Consumer Durables
3.63%1.90%1.90%
Eternal Limited
Retailing
2.65%1.89%1.89%
Mahindra & Mahindra Limited
Automobiles
1.78%3.23%1.78%
Shriram Finance Limited
Finance
1.85%1.61%1.61%
Nestle India Limited
Food Products
2.40%0.99%0.99%
TVS Motor Company Limited
Automobiles
1.57%0.97%0.97%
Tech Mahindra Limited
IT - Software
2.51%0.92%0.92%
Max Healthcare Institute Limited
Healthcare Services
1.01%0.87%0.87%
Apollo Hospitals Enterprise Limited
Healthcare Services
4.12%0.86%0.86%
Cholamandalam Investment and Finance Company Limited
Finance
2.30%0.78%0.78%
Power Grid Corporation of India Limited
Power
0.75%1.44%0.75%
CG Power and Industrial Solutions Limited
Electrical Equipment
1.91%0.53%0.53%
Torrent Pharmaceuticals Limited
Pharmaceuticals & Biotechnology
2.48%0.48%0.48%
LTIMindtree Limited
IT - Software
3.13%0.44%0.44%
DLF Limited
Realty
1.68%0.41%0.41%

Unique to Invesco India ESG Integration

  • Kotak Mahindra Bank Ltd3.26%

Unique to Mirae Asset Nifty 100 ESG Sect

  • Reliance Industries Ltd.9.36%
  • Tata Consultancy Services Ltd.2.87%
  • Hindustan Unilever Ltd.2.21%

Sector Overlap Breakdown

Banks
17.9% (3)
IT - Software
6.2% (3)
Finance
5.2% (3)
Telecom - Services
4.8% (1)
Automobiles
2.8% (2)
Consumer Durables
1.9% (1)
Retailing
1.9% (1)
Healthcare Services
1.7% (2)
Food Products
1.0% (1)
Power
0.8% (1)
Electrical Equipment
0.5% (1)
Pharmaceuticals & Biotechnology
0.5% (1)
Realty
0.4% (1)

More comparisons for Invesco India ESG Integration

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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.