Bandhan Large & Mid Cap Fund - Direct Plan - Growth vs Invesco India Large & Mid Cap Fund - Direct Plan - Growth — portfolio overlap
12.84% of these two portfolios is the same. A modest shared core. The two portfolios are largely distinct, so holding both does broaden your exposure.
Portfolio overlap
12.84%
Stocks held by both
15
Only in Bandhan Mutual Fund's fund
115
Only in Invesco Mutual Fund's fund
29
Overlap is weighted: for every stock both funds hold, we take the smaller of the two weights and add them up. So two funds each holding 5% of the same stock overlap by 5 points, not 10. Cash and equivalents (repo, TREPS, receivables) are excluded — nearly every fund holds them, and shared cash is not shared conviction.
Stocks both funds hold
| Stock | Sector | In Bandhan Mutual Fund's | In Invesco Mutual Fund's | Shared |
|---|---|---|---|---|
| ICICI Bank Ltd | Financial | 3.13% | 7.17% | 3.13% |
| Bharti Airtel Ltd | Technology | 1.35% | 1.78% | 1.35% |
| Glenmark Pharmaceuticals Ltd | Healthcare | 1.31% | 2.57% | 1.31% |
| Max Financial Services Ltd | Financial | 1.17% | 1.50% | 1.17% |
| AU Small Finance Bank Ltd | Financial | 1.17% | 2.39% | 1.17% |
| Zomato Ltd | Technology | 0.98% | 8.18% | 0.98% |
| Interglobe Aviation Ltd | Industrials | 0.71% | 8.27% | 0.71% |
| Amber Enterprises India Ltd | Consumer Discretionary | 0.58% | 2.06% | 0.58% |
| Torrent Power Ltd | Energy & Utilities | 0.48% | 1.11% | 0.48% |
| Sobha Ltd | Real Estate | 0.40% | 0.50% | 0.40% |
| Meesho Ltd. | Consumer Discretionary | 0.37% | 1.93% | 0.37% |
| Ethos Ltd | Consumer Discretionary | 0.34% | 0.95% | 0.34% |
| Indusind Bank Ltd | Financial | 0.31% | 2.18% | 0.31% |
| Prestige Estates Projects Ltd | Real Estate | 0.28% | 4.86% | 0.28% |
| Max Estates Ltd | Real Estate | 0.26% | 0.78% | 0.26% |
Holdings are a monthly disclosure, so this reflects the last portfolios both funds published — 133 and 45 holdings respectively — not live positions.