Invesco India Midcap Fund - Direct Plan - Growth Option vs HSBC Midcap Fund - Direct Growth — portfolio overlap
15.74% 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
15.74%
Stocks held by both
14
Only in Invesco Mutual Fund's fund
30
Only in HSBC Mutual Fund's fund
67
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 |
|---|---|---|---|---|
| The Federal Bank Ltd | Financial | 5.58% | 4.21% | 4.21% |
| Meesho Ltd. | Consumer Discretionary | 4.47% | 2.87% | 2.87% |
| Aditya Infotech Ltd. | Technology | 2.68% | 3.54% | 2.68% |
| FSN E-Commerce Ventures Ltd | Consumer Discretionary | 2.27% | 4.67% | 2.27% |
| AU Small Finance Bank Ltd | Financial | 4.47% | 1.90% | 1.90% |
| BSE Ltd | Financial | 5.08% | 0.96% | 0.96% |
| Apar Industries Ltd | Diversified | 0.48% | 2.55% | 0.48% |
| Bharat Forge Ltd | Consumer Discretionary | 0.27% | 3.19% | 0.27% |
| Max Financial Services Ltd | Financial | 3.05% | 0.03% | 0.03% |
| JK Cement Ltd | Materials | 3.08% | 0.02% | 0.02% |
| Swiggy Ltd. | Technology | 1.87% | 0.02% | 0.02% |
| Dixon Technologies (India) Ltd | Consumer Discretionary | 1.34% | 0.02% | 0.02% |
| Max Healthcare Institute Ltd | Healthcare | 4.30% | 0.01% | 0.01% |
| Zomato Ltd | Technology | 3.95% | 0.00% | 0.00% |
Holdings are a monthly disclosure, so this reflects the last portfolios both funds published — 45 and 82 holdings respectively — not live positions.