Invesco India Financial Services Fund vs Kotak Banking and Financial Services Fund
Invesco vs Kotak· Portfolio Overlap Analysis
57.4%High Overlap
17 common stocksRank #6027 / 20,000
Investor takeaway: At 57.4% 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 (17)
| Stock | Wt% in Invesco India Financial Servic | Wt% in Kotak Banking and Financial Se | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 15.27% | 14.49% | 14.49% |
ICICI Bank Limited Banks | 13.61% | 11.76% | 11.76% |
Axis Bank Limited Banks | 6.44% | 8.09% | 6.44% |
Shriram Finance Limited Finance | 4.79% | 5.01% | 4.79% |
BSE Limited Capital Markets | 2.68% | 2.44% | 2.44% |
Bank of Baroda Banks | 2.90% | 2.18% | 2.18% |
Karur Vysya Bank Limited Banks | 5.27% | 2.09% | 2.09% |
SBI Life Insurance Company Limited Insurance | 2.08% | 2.25% | 2.08% |
IndusInd Bank Limited ^^^ Banks | 2.33% | 2.02% | 2.02% |
Cholamandalam Investment and Finance Company Limited Finance | 3.42% | 1.99% | 1.99% |
Indian Bank Banks | 2.73% | 1.65% | 1.65% |
RBL Bank Limited Banks | 1.60% | 1.41% | 1.41% |
Nuvama Wealth Management Ltd Capital Markets | 2.13% | 1.31% | 1.31% |
Max Financial Services Limited Insurance | 1.63% | 1.07% | 1.07% |
Prudent Corporate Advisory Services Limited Capital Markets | 1.32% | 0.95% | 0.95% |
Home First Finance Company India Limited Finance | 1.01% | 0.75% | 0.75% |
The Federal Bank Limited Banks | 2.15% | 0.01% | 0.01% |
Unique to Invesco India Financial Servic
- Multi Commodity Exchange of India Limited6.82%
- ICICI Prudential Asset Management Company Limited4.53%
- Central Depository Services (India) Limited2.94%
Unique to Kotak Banking and Financial Se
- STATE BANK OF INDIA.10.66%
- BAJAJ FINANCE LTD.6.33%
- KOTAK MAHINDRA BANK LTD.3.71%
- POONAWALLA FINCORP LIMITED2.34%
- BANK OF MAHARASHTRA2.29%
Sector Overlap Breakdown
Banks42.0% (9)
Finance7.5% (3)
Capital Markets4.7% (3)
Insurance3.1% (2)
More comparisons for Invesco India Financial Servic
- vs HDFC Banking & Financial Servi57.3% · 16 stocks
- vs TATA BANKING & FINANCIAL SERVI56.8% · 14 stocks
- vs Mahindra Manulife Banking & Fi54.3% · 18 stocks
- vs EDELWEISS FINANCIAL SERVICES53.2% · 16 stocks
- vs Mirae Asset Banking and Financ52.5% · 15 stocks
More comparisons for Kotak Banking and Financial Se
- vs Mirae Asset Nifty Financial Se69.0% · 12 stocks
- vs TATA NIFTY FINANCIAL SERVICES 69.0% · 12 stocks
- vs EDELWEISS FINANCIAL SERVICES65.8% · 17 stocks
- vs Mahindra Manulife Banking & Fi65.2% · 17 stocks
- vs ADITYA BIRLA SUN LIFE BANKING 64.5% · 18 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.