Invesco India PSU Equity Fund vs SBI PSU Fund
Invesco vs SBI· Portfolio Overlap Analysis
47.3%High Overlap
10 common stocksRank #12889 / 20,000
Investor takeaway: At 47.3% 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 (10)
| Stock | Wt% in Invesco India PSU Equity | Wt% in SBI PSU | Overlap |
|---|---|---|---|
State Bank of India Banks | 9.32% | 18.23% | 9.32% |
Bharat Electronics Limited Aerospace & Defense | 6.82% | 9.33% | 6.82% |
Bharat Petroleum Corporation Limited Petroleum Products | 6.93% | 5.71% | 5.71% |
Bank of Baroda Banks | 5.28% | 5.41% | 5.28% |
NTPC Limited Power | 4.55% | 9.01% | 4.55% |
Indian Bank Banks | 7.59% | 3.67% | 3.67% |
GAIL (India) Limited Gas | 3.47% | 9.05% | 3.47% |
Power Grid Corporation of India Limited Power | 3.27% | 9.10% | 3.27% |
National Aluminium Company Limited Non - Ferrous Metals | 3.80% | 2.71% | 2.71% |
Oil & Natural Gas Corporation Limited Oil | 3.37% | 2.54% | 2.54% |
Unique to Invesco India PSU Equity
- Hindustan Aeronautics Limited6.76%
- NTPC Green Energy Limited5.45%
- Dredging Corporation of India Limited4.07%
- REC Limited3.94%
Unique to SBI PSU
- NMDC Ltd.3.48%
- Oil India Ltd.2.85%
Sector Overlap Breakdown
Banks18.3% (3)
Power7.8% (2)
Aerospace & Defense6.8% (1)
Petroleum Products5.7% (1)
Gas3.5% (1)
Non - Ferrous Metals2.7% (1)
Oil2.5% (1)
More comparisons for Invesco India PSU Equity
- vs Kotak BSE PSU Index49.0% · 20 stocks
- vs ICICI PRUDENTIAL PSU EQUITY48.7% · 16 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 SBI PSU
- vs ADITYA BIRLA SUN LIFE PSU EQUI65.5% · 17 stocks
- vs Kotak BSE PSU Index58.8% · 18 stocks
- vs ICICI PRUDENTIAL PSU EQUITY50.6% · 19 stocks
- vs BHARAT 22 ETF46.5% · 12 stocks
- vs ADITYA BIRLA SUN LIFE NIFTY PS46.3% · 10 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.