Invesco India Largecap Fund vs Parag Parikh Large Cap Fund

Invesco vs PPFAS· Portfolio Overlap Analysis

45.8%High Overlap
31 common stocksRank #14808 / 20,000

Investor takeaway: At 45.8% 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 (31)

StockWt% in Invesco India LargecapWt% in Parag Parikh Large CapOverlap
HDFC Bank Limited
Banks
7.22%9.77%7.22%
ICICI Bank Limited
Banks
7.86%7.17%7.17%
Larsen & Toubro Limited
Construction
4.36%3.64%3.64%
Bharti Airtel Limited
Telecom - Services
3.54%3.79%3.54%
Infosys Limited
IT - Software
4.68%3.30%3.30%
Axis Bank Limited
Banks
2.27%2.91%2.27%
Bajaj Finance Ltd
Finance
3.93%1.92%1.92%
Mahindra & Mahindra Limited
Automobiles
1.56%2.20%1.56%
Titan Company Limited
Consumer Durables
2.55%1.29%1.29%
Eternal Limited
Retailing
3.07%1.28%1.28%
UltraTech Cement Limited
Cement & Cement Products
2.28%1.09%1.09%
Shriram Finance Limited
Finance
1.09%1.10%1.09%
Hindalco Industries Limited
Non - Ferrous Metals
0.98%0.97%0.97%
Bharat Electronics Limited
Aerospace & Defense
0.93%1.15%0.93%
Eicher Motors Limited
Automobiles
2.82%0.80%0.80%
InterGlobe Aviation Limited
Transport Services
3.22%0.79%0.79%
Asian Paints Limited
Consumer Durables
2.30%0.78%0.78%
Tech Mahindra Limited
IT - Software
2.51%0.62%0.62%
Max Healthcare Institute Limited
Healthcare Services
2.07%0.59%0.59%
Divi's Laboratories Limited
Pharmaceuticals & Biotechnology
1.13%0.59%0.59%
Apollo Hospitals Enterprise Limited
Healthcare Services
1.12%0.58%0.58%
Hindustan Aeronautics Limited
Aerospace & Defense
0.98%0.54%0.54%
Cholamandalam Investment and Finance Company Limited
Finance
2.27%0.53%0.53%
Trent Limited
Retailing
0.49%0.63%0.49%
Bank of Baroda
Banks
1.64%0.43%0.43%
Samvardhana Motherson International Limited
Auto Components
1.18%0.43%0.43%
CG Power and Industrial Solutions Limited
Electrical Equipment
1.75%0.36%0.36%
Torrent Pharmaceuticals Limited
Pharmaceuticals & Biotechnology
2.95%0.33%0.33%
DLF Limited
Realty
0.71%0.28%0.28%
ABB India Limited
Electrical Equipment
1.82%0.23%0.23%
Lodha Developers Limited
Realty
0.51%0.20%0.20%

Unique to Invesco India Largecap

  • ICICI Prudential Asset Management Company Limited5.88%

Unique to Parag Parikh Large Cap

  • Reliance Industries Limited6.82%
  • State Bank of India3.61%
  • Kotak Mahindra Bank Limited2.25%

Sector Overlap Breakdown

Banks
17.1% (4)
IT - Software
3.9% (2)
Construction
3.6% (1)
Telecom - Services
3.5% (1)
Finance
3.5% (3)
Automobiles
2.4% (2)
Consumer Durables
2.1% (2)
Retailing
1.8% (2)
Aerospace & Defense
1.5% (2)
Healthcare Services
1.2% (2)
Cement & Cement Products
1.1% (1)
Non - Ferrous Metals
1.0% (1)
Pharmaceuticals & Biotechnology
0.9% (2)
Transport Services
0.8% (1)
Electrical Equipment
0.6% (2)
Realty
0.5% (2)
Auto Components
0.4% (1)

More comparisons for Invesco India Largecap

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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.