Invesco India Largecap Fund vs PGIM INDIA LARGE CAP FUND
Invesco vs PGIM· Portfolio Overlap Analysis
50.7%High Overlap
26 common stocksRank #9353 / 20,000
Investor takeaway: At 50.7% 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 PGIM INDIA LARGE CAP | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 7.86% | 7.94% | 7.86% |
HDFC Bank Limited Banks | 7.22% | 8.93% | 7.22% |
Larsen & Toubro Limited Construction | 4.36% | 4.44% | 4.36% |
Bharti Airtel Limited Telecom - Services | 3.54% | 4.72% | 3.54% |
Bajaj Finance Ltd Finance | 3.93% | 2.94% | 2.94% |
Titan Company Limited Consumer Durables | 2.55% | 2.30% | 2.30% |
Eternal Limited Retailing | 3.07% | 2.26% | 2.26% |
UltraTech Cement Limited Cement & Cement Products | 2.28% | 2.04% | 2.04% |
Infosys Limited IT - Software | 4.68% | 1.68% | 1.68% |
Mahindra & Mahindra Limited Automobiles | 1.56% | 1.67% | 1.56% |
Eicher Motors Limited Automobiles | 2.82% | 1.43% | 1.43% |
CG Power and Industrial Solutions Limited Electrical Equipment | 1.75% | 1.29% | 1.29% |
Tech Mahindra Limited IT - Software | 2.51% | 1.21% | 1.21% |
Divi's Laboratories Limited Pharmaceuticals & Biotechnology | 1.13% | 1.85% | 1.13% |
Samvardhana Motherson International Limited Auto Components | 1.18% | 1.08% | 1.08% |
ICICI Prudential Asset Management Company Limited Capital Markets | 5.88% | 1.07% | 1.07% |
Max Healthcare Institute Limited Healthcare Services | 2.07% | 1.06% | 1.06% |
Asian Paints Limited Consumer Durables | 2.30% | 0.99% | 0.99% |
Vishal Mega Mart Limited Retailing | 1.04% | 0.96% | 0.96% |
PB Fintech Limited Financial Technology (Fintech) | 0.89% | 1.06% | 0.89% |
Torrent Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 2.95% | 0.80% | 0.80% |
Bharat Electronics Limited Aerospace & Defense | 0.93% | 0.77% | 0.77% |
Hindalco Industries Limited Non - Ferrous Metals | 0.98% | 0.65% | 0.65% |
Shriram Finance Limited Finance | 1.09% | 0.56% | 0.56% |
Cholamandalam Investment and Finance Company Limited Finance | 2.27% | 0.54% | 0.54% |
Dixon Technologies (India) Limited Consumer Durables | 0.54% | 0.68% | 0.54% |
Unique to Invesco India Largecap
- InterGlobe Aviation Limited3.22%
Unique to PGIM INDIA LARGE CAP
- Reliance Industries Ltd.6.64%
- Kotak Mahindra Bank Ltd.2.94%
- State Bank of India2.91%
- Tata Consultancy Services Ltd.2.56%
Sector Overlap Breakdown
Banks15.1% (2)
Construction4.4% (1)
Finance4.0% (3)
Consumer Durables3.8% (3)
Telecom - Services3.5% (1)
Retailing3.2% (2)
Automobiles3.0% (2)
IT - Software2.9% (2)
Cement & Cement Products2.0% (1)
Pharmaceuticals & Biotechnology1.9% (2)
Electrical Equipment1.3% (1)
Auto Components1.1% (1)
Capital Markets1.1% (1)
Healthcare Services1.1% (1)
Financial Technology (Fintech)0.9% (1)
Aerospace & Defense0.8% (1)
Non - Ferrous Metals0.7% (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 PGIM INDIA LARGE CAP
- vs CANARA ROBECO LARGE CAP69.5% · 37 stocks
- vs Axis Large Cap65.5% · 35 stocks
- vs PGIM INDIA FLEXI CAP64.9% · 39 stocks
- vs Baroda BNP Paribas Nifty 50 In63.1% · 28 stocks
- vs HDFC NIFTY 50 ETF63.1% · 28 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.