Invesco India Large & Mid Cap Fund - Direct Plan - Growth vs HSBC Large & Mid Cap Fund - Direct Growth — portfolio overlap
19.34% 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
19.34%
Stocks held by both
14
Only in Invesco Mutual Fund's fund
29
Only in HSBC Mutual Fund's fund
71
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 Invesco Mutual Fund's | In HSBC Mutual Fund's | Shared |
|---|---|---|---|---|
| ICICI Bank Ltd | Financial | 7.50% | 6.99% | 6.99% |
| The Federal Bank Ltd | Financial | 3.16% | 3.15% | 3.15% |
| Interglobe Aviation Ltd | Industrials | 7.58% | 2.56% | 2.56% |
| Aditya Infotech Ltd. | Technology | 2.96% | 2.39% | 2.39% |
| Meesho Ltd. | Consumer Discretionary | 1.71% | 3.33% | 1.71% |
| Cholamandalam Investment & Finance Company Ltd | Financial | 2.45% | 1.59% | 1.59% |
| Prestige Estates Projects Ltd | Real Estate | 4.96% | 0.59% | 0.59% |
| FSN E-Commerce Ventures Ltd | Consumer Discretionary | 0.18% | 2.60% | 0.18% |
| BSE Ltd | Financial | 2.53% | 0.05% | 0.05% |
| Safari Industries (India) Ltd | Consumer Discretionary | 0.27% | 0.05% | 0.05% |
| Sai Life Sciences Ltd. | Healthcare | 5.05% | 0.04% | 0.04% |
| ABB India Ltd | Industrials | 4.63% | 0.02% | 0.02% |
| Zomato Ltd | Technology | 8.25% | 0.01% | 0.01% |
| Bharti Airtel Ltd | Technology | 1.81% | 0.01% | 0.01% |
Holdings are a monthly disclosure, so this reflects the last portfolios both funds published — 44 and 86 holdings respectively — not live positions.