Invesco India Large & Mid Cap Fund - Direct Plan - Growth vs Motilal Oswal Large and Midcap Fund - Direct Plan Growth — portfolio overlap
8.19% of these two portfolios is the same. These portfolios are almost entirely distinct. Holding both gives genuinely different exposure.
Portfolio overlap
8.19%
Stocks held by both
4
Only in Invesco Mutual Fund's fund
39
Only in Motilal Oswal Mutual Fund's fund
30
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 Motilal Oswal Mutual Fund's | Shared |
|---|---|---|---|---|
| Zomato Ltd | Technology | 8.25% | 5.37% | 5.37% |
| Meesho Ltd. | Consumer Discretionary | 1.71% | 1.37% | 1.37% |
| Adani Enterprises Ltd | Materials | 1.10% | 1.22% | 1.10% |
| Indusind Bank Ltd | Financial | 2.42% | 0.35% | 0.35% |
Holdings are a monthly disclosure, so this reflects the last portfolios both funds published — 44 and 36 holdings respectively — not live positions.