Invesco India Large & Mid Cap Fund - Direct Plan - Growth vs Motilal Oswal Large and Midcap Fund - Direct Plan Growth — portfolio overlap
7.41% of these two portfolios is the same. These portfolios are almost entirely distinct. Holding both gives genuinely different exposure.
Portfolio overlap
7.41%
Stocks held by both
2
Only in Invesco Mutual Fund's fund
39
Only in Motilal Oswal Mutual Fund's fund
27
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 | 7.38% | 5.05% | 5.05% |
| Amber Enterprises India Ltd | Consumer Discretionary | 2.54% | 2.36% | 2.36% |
Holdings are a monthly disclosure, so this reflects the last portfolios both funds published — 42 and 31 holdings respectively — not live positions.