Invesco India Largecap Fund vs Kotak Large Cap Fund
Invesco vs Kotak· Portfolio Overlap Analysis
45.0%High Overlap
19 common stocksRank #16168 / 20,000
Investor takeaway: At 45.0% 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 (19)
| Stock | Wt% in Invesco India Largecap | Wt% in Kotak Large Cap | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 7.86% | 7.36% | 7.36% |
HDFC Bank Limited Banks | 7.22% | 7.01% | 7.01% |
Larsen & Toubro Limited Construction | 4.36% | 4.22% | 4.22% |
Bharti Airtel Limited Telecom - Services | 3.54% | 3.78% | 3.54% |
Infosys Limited IT - Software | 4.68% | 3.32% | 3.32% |
Bajaj Finance Ltd Finance | 3.93% | 3.14% | 3.14% |
Axis Bank Limited Banks | 2.27% | 3.35% | 2.27% |
UltraTech Cement Limited Cement & Cement Products | 2.28% | 2.22% | 2.22% |
InterGlobe Aviation Limited Transport Services | 3.22% | 1.83% | 1.83% |
Mahindra & Mahindra Limited Automobiles | 1.56% | 2.90% | 1.56% |
Eternal Limited Retailing | 3.07% | 1.38% | 1.38% |
Shriram Finance Limited Finance | 1.09% | 1.98% | 1.09% |
Tech Mahindra Limited IT - Software | 2.51% | 1.04% | 1.04% |
Hindalco Industries Limited Non - Ferrous Metals | 0.98% | 1.02% | 0.98% |
Apollo Hospitals Enterprise Limited Healthcare Services | 1.12% | 0.93% | 0.93% |
Bharat Electronics Limited Aerospace & Defense | 0.93% | 1.38% | 0.93% |
Samvardhana Motherson International Limited Auto Components | 1.18% | 0.91% | 0.91% |
Torrent Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 2.95% | 0.76% | 0.76% |
Vishal Mega Mart Limited Retailing | 1.04% | 0.46% | 0.46% |
Unique to Invesco India Largecap
- ICICI Prudential Asset Management Company Limited5.88%
Unique to Kotak Large Cap
- RELIANCE INDUSTRIES LTD.6.39%
- STATE BANK OF INDIA.4.83%
Sector Overlap Breakdown
Banks16.6% (3)
IT - Software4.4% (2)
Finance4.2% (2)
Construction4.2% (1)
Telecom - Services3.5% (1)
Cement & Cement Products2.2% (1)
Retailing1.8% (2)
Transport Services1.8% (1)
Automobiles1.6% (1)
Non - Ferrous Metals1.0% (1)
Healthcare Services0.9% (1)
Aerospace & Defense0.9% (1)
Auto Components0.9% (1)
Pharmaceuticals & Biotechnology0.8% (1)
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.