Invesco India Financial Services Fund vs LIC MF BANKING AND FINANCIAL SERVICES FUND
Invesco vs LIC· Portfolio Overlap Analysis
42.5%High Overlap
12 common stocksRank #19582 / 20,000
Investor takeaway: At 42.5% 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 (12)
| Stock | Wt% in Invesco India Financial Servic | Wt% in LIC MF BANKING AND FINANCIAL S | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 15.27% | 16.56% | 15.27% |
ICICI Bank Limited Banks | 13.61% | 12.62% | 12.62% |
Axis Bank Limited Banks | 6.44% | 8.44% | 6.44% |
Shriram Finance Limited Finance | 4.79% | 1.86% | 1.86% |
Aadhar Housing Finance Limited Finance | 1.24% | 1.50% | 1.24% |
One 97 Communications Limited Financial Technology (Fintech) | 1.39% | 1.17% | 1.17% |
Multi Commodity Exchange of India Limited Capital Markets | 6.82% | 1.07% | 1.07% |
Karur Vysya Bank Limited Banks | 5.27% | 0.78% | 0.78% |
Muthoot Finance Limited Finance | 2.36% | 0.56% | 0.56% |
Max Financial Services Limited Insurance | 1.63% | 0.53% | 0.53% |
SBI Life Insurance Company Limited Insurance | 2.08% | 0.48% | 0.48% |
PB Fintech Limited Financial Technology (Fintech) | 2.04% | 0.48% | 0.48% |
Unique to Invesco India Financial Servic
- ICICI Prudential Asset Management Company Limited4.53%
- Cholamandalam Investment and Finance Company Limited3.42%
- Central Depository Services (India) Limited2.94%
- Bank of Baroda2.90%
Unique to LIC MF BANKING AND FINANCIAL S
- Kotak Mahindra Bank Ltd.7.77%
- State Bank of India6.04%
- MAS Financial Services Ltd.4.59%
- SBI Cards & Payment Services Ltd.3.21%
- Creditaccess Grameen Ltd.2.48%
- IIFL Finance Ltd.2.23%
- Piramal Finance Ltd.2.20%
Sector Overlap Breakdown
Banks35.1% (4)
Finance3.7% (3)
Financial Technology (Fintech)1.6% (2)
Capital Markets1.1% (1)
Insurance1.0% (2)
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.