SBI CONTRA FUND - DIRECT PLAN - GROWTH vs Invesco India Contra Fund - Direct Plan - Growth — portfolio overlap
22.48% 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
22.48%
Stocks held by both
17
Only in SBI Mutual Fund's fund
76
Only in Invesco Mutual Fund's fund
55
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 SBI Mutual Fund's | In Invesco Mutual Fund's | Shared |
|---|---|---|---|---|
| ICICI Bank Ltd | Financial | 4.32% | 6.30% | 4.32% |
| Reliance Industries Ltd | Energy & Utilities | 4.84% | 3.16% | 3.16% |
| State Bank of India | Financial | 1.63% | 2.62% | 1.63% |
| FSN E-Commerce Ventures Ltd | Consumer Discretionary | 1.46% | 2.06% | 1.46% |
| Kotak Mahindra Bank Ltd | Financial | 2.65% | 1.42% | 1.42% |
| Axis Bank Ltd | Financial | 1.39% | 3.89% | 1.39% |
| Delhivery Ltd | Industrials | 1.38% | 1.58% | 1.38% |
| Bharti Airtel Ltd | Technology | 1.23% | 2.43% | 1.23% |
| Tech Mahindra Ltd | Technology | 1.57% | 1.20% | 1.20% |
| Tata Motors Ltd | Industrials | 1.11% | 1.76% | 1.11% |
| Samvardhana Motherson International Ltd | Consumer Discretionary | 0.94% | 1.37% | 0.94% |
| Larsen & Toubro Ltd | Industrials | 0.88% | 5.25% | 0.88% |
| Hindalco Industries Ltd | Materials | 1.14% | 0.71% | 0.71% |
| Infosys Ltd | Technology | 0.58% | 3.04% | 0.58% |
| Lupin Ltd | Healthcare | 0.51% | 1.40% | 0.51% |
| Oil & Natural Gas Corporation Ltd | Energy & Utilities | 1.19% | 0.29% | 0.29% |
| Timken India Ltd | Industrials | 0.27% | 0.84% | 0.27% |
Holdings are a monthly disclosure, so this reflects the last portfolios both funds published — 96 and 73 holdings respectively — not live positions.