Invesco India Largecap Fund vs NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME
Invesco vs Nippon· Portfolio Overlap Analysis
47.0%High Overlap
26 common stocksRank #13283 / 20,000
Investor takeaway: At 47.0% 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 (26)
| Stock | Wt% in Invesco India Largecap | Wt% in NIPPON INDIA RETIREMENT FUND - | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 7.86% | 7.59% | 7.59% |
HDFC Bank Limited Banks | 7.22% | 7.08% | 7.08% |
Larsen & Toubro Limited Construction | 4.36% | 3.62% | 3.62% |
Infosys Limited IT - Software | 4.68% | 2.86% | 2.86% |
Bajaj Finance Ltd Finance | 3.93% | 2.86% | 2.86% |
Bharti Airtel Limited Telecom - Services | 3.54% | 2.69% | 2.69% |
Axis Bank Limited Banks | 2.27% | 3.20% | 2.27% |
Tech Mahindra Limited IT - Software | 2.51% | 1.84% | 1.84% |
UltraTech Cement Limited Cement & Cement Products | 2.28% | 1.62% | 1.62% |
Mahindra & Mahindra Limited Automobiles | 1.56% | 2.54% | 1.56% |
InterGlobe Aviation Limited Transport Services | 3.22% | 1.54% | 1.54% |
Titan Company Limited Consumer Durables | 2.55% | 1.38% | 1.38% |
Eternal Limited Retailing | 3.07% | 1.34% | 1.34% |
Samvardhana Motherson International Limited Auto Components | 1.18% | 1.89% | 1.18% |
Hindustan Aeronautics Limited Aerospace & Defense | 0.98% | 1.69% | 0.98% |
Cholamandalam Investment and Finance Company Limited Finance | 2.27% | 0.96% | 0.96% |
Apollo Hospitals Enterprise Limited Healthcare Services | 1.12% | 0.87% | 0.87% |
Shriram Finance Limited Finance | 1.09% | 0.78% | 0.78% |
PB Fintech Limited Financial Technology (Fintech) | 0.89% | 0.76% | 0.76% |
Delhivery Limited Transport Services | 0.76% | 0.80% | 0.76% |
SRF Limited Chemicals & Petrochemicals | 0.90% | 0.61% | 0.61% |
Dixon Technologies (India) Limited Consumer Durables | 0.54% | 0.97% | 0.54% |
NTPC Green Energy Limited Power | 0.53% | 0.68% | 0.53% |
Hindalco Industries Limited Non - Ferrous Metals | 0.98% | 0.44% | 0.44% |
Coforge Limited IT - Software | 0.94% | 0.34% | 0.34% |
Kwality Walls (India) Limited Food Products | 0.03% | 0.02% | 0.02% |
Unique to Invesco India Largecap
- ICICI Prudential Asset Management Company Limited5.88%
- Torrent Pharmaceuticals Limited2.95%
Unique to NIPPON INDIA RETIREMENT FUND -
- Reliance Industries Limited4.56%
- State Bank of India3.99%
- NTPC Limited2.93%
Sector Overlap Breakdown
Banks16.9% (3)
IT - Software5.0% (3)
Finance4.6% (3)
Construction3.6% (1)
Telecom - Services2.7% (1)
Transport Services2.3% (2)
Consumer Durables1.9% (2)
Cement & Cement Products1.6% (1)
Automobiles1.6% (1)
Retailing1.3% (1)
Auto Components1.2% (1)
Aerospace & Defense1.0% (1)
Healthcare Services0.9% (1)
Financial Technology (Fintech)0.8% (1)
Chemicals & Petrochemicals0.6% (1)
Power0.5% (1)
Non - Ferrous Metals0.4% (1)
Food Products0.0% (1)
More comparisons for Invesco India Largecap
- vs Invesco India ESG Integration 57.8% · 26 stocks
- vs CANARA ROBECO LARGE CAP54.7% · 31 stocks
- vs Axis Large Cap53.3% · 26 stocks
- vs CANARA ROBECO FOCUSED51.8% · 18 stocks
- vs IB01-Groww Large Cap51.1% · 22 stocks
More comparisons for NIPPON INDIA RETIREMENT FUND -
- vs CANARA ROBECO LARGE CAP62.5% · 35 stocks
- vs ADITYA BIRLA SUN LIFE LARGE CA59.5% · 36 stocks
- vs CANARA ROBECO FLEXICAP58.5% · 36 stocks
- vs Kotak Large Cap57.6% · 25 stocks
- vs Nippon India Flexi Cap57.1% · 37 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.