SBI CONTRA FUND - DIRECT PLAN - GROWTH vs Invesco India Contra Fund - Direct Plan - Growth — portfolio overlap
23.44% 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
23.44%
Stocks held by both
19
Only in SBI Mutual Fund's fund
74
Only in Invesco Mutual Fund's fund
59
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 | 4.55% | 6.06% | 4.55% |
| Reliance Industries Ltd | Energy & Utilities | 4.75% | 1.90% | 1.90% |
| State Bank of India | Financial | 1.67% | 3.16% | 1.67% |
| FSN E-Commerce Ventures Ltd | Consumer Discretionary | 1.63% | 1.79% | 1.63% |
| Tech Mahindra Ltd | Technology | 1.81% | 1.44% | 1.44% |
| Kotak Mahindra Bank Ltd | Financial | 2.87% | 1.34% | 1.34% |
| Axis Bank Ltd | Financial | 1.34% | 2.36% | 1.34% |
| Delhivery Ltd | Industrials | 1.33% | 1.60% | 1.33% |
| Tata Motors Ltd | Industrials | 1.23% | 1.90% | 1.23% |
| Bharti Airtel Ltd | Technology | 1.20% | 2.31% | 1.20% |
| Samvardhana Motherson International Ltd | Consumer Discretionary | 1.19% | 1.53% | 1.19% |
| Hindalco Industries Ltd | Materials | 1.20% | 0.87% | 0.87% |
| Larsen & Toubro Ltd | Industrials | 0.85% | 4.86% | 0.85% |
| Grasim Industries Ltd | Materials | 0.79% | 1.01% | 0.79% |
| Infosys Ltd | Technology | 0.66% | 2.56% | 0.66% |
| Tata Consultancy Services Ltd | Technology | 0.47% | 1.29% | 0.47% |
| Lupin Ltd | Healthcare | 0.46% | 1.23% | 0.46% |
| Oil & Natural Gas Corporation Ltd | Energy & Utilities | 1.16% | 0.28% | 0.28% |
| Timken India Ltd | Industrials | 0.24% | 0.80% | 0.24% |
Holdings are a monthly disclosure, so this reflects the last portfolios both funds published — 96 and 79 holdings respectively — not live positions.