Invesco India Technology Fund vs SBI Technology Opportunities Fund

Invesco vs SBI· Portfolio Overlap Analysis

45.6%High Overlap
14 common stocksRank #15158 / 20,000

Investor takeaway: At 45.6% 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 (14)

StockWt% in Invesco India TechnologyWt% in SBI Technology OpportunitiesOverlap
Infosys Limited
IT - Software
10.84%13.37%10.84%
Bharti Airtel Limited
Telecom - Services
6.71%8.80%6.71%
Eternal Limited
Retailing
5.36%6.11%5.36%
Swiggy Limited
Retailing
3.39%3.53%3.39%
Coforge Limited
IT - Software
5.18%3.33%3.33%
Persistent Systems Ltd
IT - Software
6.56%2.44%2.44%
Info Edge India Ltd
Retailing
2.90%2.41%2.41%
Firstsource Solutions Limited
Commercial Services & Supplies
2.30%3.74%2.30%
PB Fintech Limited
Financial Technology (Fintech)
4.95%2.11%2.11%
Tata Consultancy Services Limited
IT - Software
2.09%6.30%2.09%
FSN E-Commerce Ventures Limited
Retailing
4.03%1.86%1.86%
L&T Technology Services Limited
IT - Services
2.10%1.64%1.64%
Indegene Limited
Healthcare Services
2.93%1.04%1.04%
Meesho Ltd
Retailing
5.23%0.05%0.05%

Unique to Invesco India Technology

  • Multi Commodity Exchange of India Limited7.34%
  • MphasiS Limited4.26%
  • Hitachi Energy India Limited4.09%

Unique to SBI Technology Opportunities

  • LTIMindtree Ltd.5.22%
  • Cognizant Technology Solutions Corporation4.53%
  • BlackBuck Ltd.4.09%
  • Alphabet Inc.3.72%

Sector Overlap Breakdown

IT - Software
18.7% (4)
Retailing
13.1% (5)
Telecom - Services
6.7% (1)
Commercial Services & Supplies
2.3% (1)
Financial Technology (Fintech)
2.1% (1)
IT - Services
1.6% (1)
Healthcare Services
1.0% (1)

More comparisons for Invesco India Technology

More comparisons for SBI Technology Opportunities

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