Invesco India Financial Services Fund vs Mirae Asset Banking and Financial Services Fund
Invesco vs Mirae· Portfolio Overlap Analysis
52.5%High Overlap
15 common stocksRank #7871 / 20,000
Investor takeaway: At 52.5% 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 (15)
| Stock | Wt% in Invesco India Financial Servic | Wt% in Mirae Asset Banking and Financ | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 15.27% | 16.50% | 15.27% |
ICICI Bank Limited Banks | 13.61% | 13.75% | 13.61% |
Axis Bank Limited Banks | 6.44% | 8.38% | 6.44% |
Karur Vysya Bank Limited Banks | 5.27% | 2.86% | 2.86% |
Shriram Finance Limited Finance | 4.79% | 2.23% | 2.23% |
The Federal Bank Limited Banks | 2.15% | 2.80% | 2.15% |
SBI Life Insurance Company Limited Insurance | 2.08% | 3.37% | 2.08% |
Multi Commodity Exchange of India Limited Capital Markets | 6.82% | 1.50% | 1.50% |
Equitas Small Finance Bank Limited Banks | 1.35% | 1.31% | 1.31% |
Bank of Baroda Banks | 2.90% | 1.21% | 1.21% |
Home First Finance Company India Limited Finance | 1.01% | 1.07% | 1.01% |
Aadhar Housing Finance Limited Finance | 1.24% | 0.93% | 0.93% |
Central Depository Services (India) Limited Capital Markets | 2.94% | 0.82% | 0.82% |
IndusInd Bank Limited ^^^ Banks | 2.33% | 0.81% | 0.81% |
PB Fintech Limited Financial Technology (Fintech) | 2.04% | 0.23% | 0.23% |
Unique to Invesco India Financial Servic
- ICICI Prudential Asset Management Company Limited4.53%
- Cholamandalam Investment and Finance Company Limited3.42%
Unique to Mirae Asset Banking and Financ
- State Bank of India10.43%
- Kotak Mahindra Bank Ltd.3.96%
- Bajaj Finance Ltd.3.36%
- Aditya Birla Capital Ltd.2.57%
Sector Overlap Breakdown
Banks43.7% (8)
Finance4.2% (3)
Capital Markets2.3% (2)
Insurance2.1% (1)
Financial Technology (Fintech)0.2% (1)
More comparisons for Invesco India Financial Servic
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- 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
More comparisons for Mirae Asset Banking and Financ
- vs HDFC Banking & Financial Servi66.1% · 15 stocks
- vs EDELWEISS FINANCIAL SERVICES63.2% · 16 stocks
- vs TATA NIFTY FINANCIAL SERVICES 63.2% · 10 stocks
- vs Mirae Asset Nifty Financial Se63.2% · 10 stocks
- vs Kotak Banking and Financial Se63.0% · 15 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.