Invesco India Technology Fund vs Kotak Technology Fund
Invesco vs Kotak· Portfolio Overlap Analysis
43.1%High Overlap
13 common stocksRank #18622 / 20,000
Investor takeaway: At 43.1% 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 (13)
| Stock | Wt% in Invesco India Technology | Wt% in Kotak Technology | Overlap |
|---|---|---|---|
Infosys Limited IT - Software | 10.84% | 19.94% | 10.84% |
Bharti Airtel Limited Telecom - Services | 6.71% | 16.38% | 6.71% |
Eternal Limited Retailing | 5.36% | 5.78% | 5.36% |
Persistent Systems Ltd IT - Software | 6.56% | 3.65% | 3.65% |
MphasiS Limited IT - Software | 4.26% | 3.35% | 3.35% |
Swiggy Limited Retailing | 3.39% | 2.80% | 2.80% |
Tata Consultancy Services Limited IT - Software | 2.09% | 6.63% | 2.09% |
Dixon Technologies (India) Limited Consumer Durables | 2.27% | 1.92% | 1.92% |
Coforge Limited IT - Software | 5.18% | 1.81% | 1.81% |
FSN E-Commerce Ventures Limited Retailing | 4.03% | 1.64% | 1.64% |
PhysicsWallah Limited Other Consumer Services | 1.44% | 1.66% | 1.44% |
Firstsource Solutions Limited Commercial Services & Supplies | 2.30% | 0.98% | 0.98% |
Zensar Technologies Limited IT - Software | 1.45% | 0.56% | 0.56% |
Unique to Invesco India Technology
- Multi Commodity Exchange of India Limited7.34%
- Meesho Ltd5.23%
- PB Fintech Limited4.95%
- Hitachi Energy India Limited4.09%
Unique to Kotak Technology
- Tech Mahindra Ltd.7.38%
- BHARTI HEXACOM LTD.3.50%
- HCL Technologies Ltd.3.41%
- Indus Towers Ltd.3.22%
Sector Overlap Breakdown
IT - Software22.3% (6)
Retailing9.8% (3)
Telecom - Services6.7% (1)
Consumer Durables1.9% (1)
Other Consumer Services1.4% (1)
Commercial Services & Supplies1.0% (1)
More comparisons for Invesco India Technology
- vs TATA NIFTY INDIA DIGITAL EXCHA46.8% · 15 stocks
- vs HDFC Nifty India Digital Index46.7% · 15 stocks
- vs SBI Technology Opportunities45.6% · 14 stocks
- vs ADITYA BIRLA SUN LIFE DIGITAL 43.7% · 15 stocks
More comparisons for Kotak Technology
- vs ADITYA BIRLA SUN LIFE DIGITAL 64.7% · 15 stocks
- vs HDFC Technology59.5% · 15 stocks
- vs TATA DIGITAL INDIA58.4% · 18 stocks
- vs SBI Technology Opportunities55.0% · 15 stocks
- vs TATA NIFTY INDIA DIGITAL EXCHA53.6% · 15 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.