Invesco India PSU Equity Fund vs Kotak BSE PSU Index Fund
Invesco vs Kotak· Portfolio Overlap Analysis
49.0%High Overlap
20 common stocksRank #11255 / 20,000
Investor takeaway: At 49.0% 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 (20)
| Stock | Wt% in Invesco India PSU Equity | Wt% in Kotak BSE PSU Index | Overlap |
|---|---|---|---|
State Bank of India Banks | 9.32% | 21.51% | 9.32% |
Bharat Electronics Limited Aerospace & Defense | 6.82% | 6.86% | 6.82% |
NTPC Limited Power | 4.55% | 7.81% | 4.55% |
Oil & Natural Gas Corporation Limited Oil | 3.37% | 4.70% | 3.37% |
Power Grid Corporation of India Limited Power | 3.27% | 5.86% | 3.27% |
Bharat Petroleum Corporation Limited Petroleum Products | 6.93% | 3.24% | 3.24% |
Hindustan Aeronautics Limited Aerospace & Defense | 6.76% | 3.16% | 3.16% |
Bank of Baroda Banks | 5.28% | 2.58% | 2.58% |
GAIL (India) Limited Gas | 3.47% | 1.97% | 1.97% |
REC Limited Finance | 3.94% | 1.87% | 1.87% |
Hindustan Petroleum Corporation Limited Petroleum Products | 2.76% | 1.81% | 1.81% |
Indian Bank Banks | 7.59% | 1.49% | 1.49% |
National Aluminium Company Limited Non - Ferrous Metals | 3.80% | 1.38% | 1.38% |
NHPC Limited Power | 2.64% | 1.01% | 1.01% |
Indian Railway Catering And Tourism Corporation Limited Leisure Services | 1.44% | 0.75% | 0.75% |
Mazagon Dock Shipbuilders Limited Industrial Manufacturing | 1.75% | 0.73% | 0.73% |
Cochin Shipyard Limited Industrial Manufacturing | 3.12% | 0.54% | 0.54% |
Bharat Dynamics Limited Aerospace & Defense | 3.73% | 0.50% | 0.50% |
NTPC Green Energy Limited Power | 5.45% | 0.36% | 0.36% |
BEML Limited Agricultural, Commercial & Construction Vehicles | 2.97% | 0.28% | 0.28% |
Unique to Invesco India PSU Equity
- Dredging Corporation of India Limited4.07%
Unique to Kotak BSE PSU Index
- Coal India Limited4.23%
- INDIAN OIL CORPORATION LTD.2.97%
- Power Finance Corporation Ltd.2.58%
Sector Overlap Breakdown
Banks13.4% (3)
Aerospace & Defense10.5% (3)
Power9.2% (4)
Petroleum Products5.0% (2)
Oil3.4% (1)
Gas2.0% (1)
Finance1.9% (1)
Non - Ferrous Metals1.4% (1)
Industrial Manufacturing1.3% (2)
Leisure Services0.8% (1)
Agricultural, Commercial & Construction Vehicles0.3% (1)
More comparisons for Invesco India PSU Equity
- vs ICICI PRUDENTIAL PSU EQUITY48.7% · 16 stocks
- vs SBI PSU47.3% · 10 stocks
- vs ADITYA BIRLA SUN LIFE PSU EQUI44.6% · 15 stocks
- vs ADITYA BIRLA SUN LIFE NIFTY PS42.4% · 11 stocks
- vs IB61-Groww Nifty PSE ETF42.4% · 11 stocks
More comparisons for Kotak BSE PSU Index
- vs ADITYA BIRLA SUN LIFE PSU EQUI71.6% · 27 stocks
- vs ICICI PRUDENTIAL PSU EQUITY61.8% · 30 stocks
- vs SBI PSU58.8% · 18 stocks
- vs ADITYA BIRLA SUN LIFE NIFTY PS54.9% · 20 stocks
- vs IB61-Groww Nifty PSE ETF54.9% · 20 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.