Invesco India Financial Services Fund vs Mahindra Manulife Banking & Financial Services Fund
Invesco vs Mahindra· Portfolio Overlap Analysis
54.3%High Overlap
18 common stocksRank #7171 / 20,000
Investor takeaway: At 54.3% 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 (18)
| Stock | Wt% in Invesco India Financial Servic | Wt% in Mahindra Manulife Banking & Fi | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 13.61% | 13.27% | 13.27% |
HDFC Bank Limited Banks | 15.27% | 11.61% | 11.61% |
Axis Bank Limited Banks | 6.44% | 8.52% | 6.44% |
Shriram Finance Limited Finance | 4.79% | 3.34% | 3.34% |
Cholamandalam Investment and Finance Company Limited Finance | 3.42% | 2.87% | 2.87% |
ICICI Prudential Asset Management Company Limited Capital Markets | 4.53% | 2.75% | 2.75% |
Multi Commodity Exchange of India Limited Capital Markets | 6.82% | 2.58% | 2.58% |
SBI Life Insurance Company Limited Insurance | 2.08% | 2.45% | 2.08% |
Max Financial Services Limited Insurance | 1.63% | 2.52% | 1.63% |
Karur Vysya Bank Limited Banks | 5.27% | 1.41% | 1.41% |
Equitas Small Finance Bank Limited Banks | 1.35% | 2.34% | 1.35% |
Indian Bank Banks | 2.73% | 1.10% | 1.10% |
Tata Capital Limited Finance | 0.93% | 1.28% | 0.93% |
ICICI Lombard General Insurance Company Limited Insurance | 1.13% | 0.75% | 0.75% |
Prudent Corporate Advisory Services Limited Capital Markets | 1.32% | 0.70% | 0.70% |
Aadhar Housing Finance Limited Finance | 1.24% | 0.65% | 0.65% |
PB Fintech Limited Financial Technology (Fintech) | 2.04% | 0.49% | 0.49% |
BSE Limited Capital Markets | 2.68% | 0.31% | 0.31% |
Unique to Invesco India Financial Servic
- Central Depository Services (India) Limited2.94%
- Bank of Baroda2.90%
Unique to Mahindra Manulife Banking & Fi
- State Bank of India6.69%
- Bajaj Finance Ltd5.89%
- Kotak Mahindra Bank Ltd4.08%
- Aditya Birla Capital Limited3.06%
- Ujjivan Small Finance Bank Limited2.88%
Sector Overlap Breakdown
Banks35.2% (6)
Finance7.8% (4)
Capital Markets6.3% (4)
Insurance4.5% (3)
Financial Technology (Fintech)0.5% (1)
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More comparisons for Mahindra Manulife Banking & Fi
- vs ADITYA BIRLA SUN LIFE BANKING 65.2% · 18 stocks
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- vs Baroda BNP Paribas Banking & F63.2% · 18 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.