ADITYA BIRLA SUN LIFE LARGE CAP FUND vs CANARA ROBECO BALANCED ADVANTAGE FUND

ABSL vs Canara Robeco· Portfolio Overlap Analysis

49.9%High Overlap
34 common stocksRank #10304 / 20,000

Investor takeaway: At 49.9% overlap, a significant part of these portfolios is identical. Despite coming from different AMCs, the stock picks still converge heavily. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (34)

StockWt% in ADITYA BIRLA SUN LIFE LARGE CAWt% in CANARA ROBECO BALANCED ADVANTAOverlap
HDFC Bank Limited
Banks
7.25%7.39%7.25%
Reliance Industries Limited
Petroleum Products
4.77%5.30%4.77%
ICICI Bank Limited
Banks
7.49%4.32%4.32%
Larsen & Toubro Limited
Construction
3.98%3.56%3.56%
State Bank of India
Banks
4.06%3.43%3.43%
Bharti Airtel Limited
Telecom - Services
3.52%2.96%2.96%
Axis Bank Limited
Banks
4.24%2.58%2.58%
Infosys Limited
IT - Software
4.32%2.20%2.20%
Mahindra & Mahindra Limited
Automobiles
3.42%1.87%1.87%
SBI Life Insurance Company Limited
Insurance
1.87%1.52%1.52%
Eternal Limited
Retailing
1.83%1.42%1.42%
Bajaj Finance Limited
Finance
1.50%1.36%1.36%
ITC Limited
Diversified FMCG
1.14%1.12%1.12%
Maruti Suzuki India Limited
Automobiles
1.82%0.95%0.95%
Tech Mahindra Limited
IT - Software
0.96%0.84%0.84%
United Spirits Limited
Beverages
0.92%0.79%0.79%
Crompton Greaves Consumer Electricals Limited
Consumer Durables
0.84%0.75%0.75%
Shriram Finance Ltd
Finance
0.72%1.19%0.72%
UltraTech Cement Limited
Cement & Cement Products
1.25%0.71%0.71%
Samvardhana Motherson International Limited
Auto Components
0.66%1.21%0.66%
Tata Consultancy Services Limited
IT - Software
0.65%0.74%0.65%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.76%0.63%0.63%
Cummins India Limited
Industrial Products
0.62%1.08%0.62%
Britannia Industries Limited
Food Products
0.61%0.72%0.61%
PNB Housing Finance Limited
Finance
0.83%0.57%0.57%
Hindalco Industries Limited
Non - Ferrous Metals
1.55%0.55%0.55%
Bharat Petroleum Corporation Limited
Petroleum Products
0.51%0.53%0.51%
NTPC Limited
Power
2.20%0.44%0.44%
Hindustan Aeronautics Limited
Aerospace & Defense
0.43%0.63%0.43%
Varun Beverages Limited
Beverages
0.30%1.03%0.30%
Info Edge (India) Limited
Retailing
0.29%0.45%0.29%
ICICI Lombard General Insurance Company Limited
Insurance
0.60%0.20%0.20%
TVS Motor Company Limited
Automobiles
0.45%0.19%0.19%
CG Power and Industrial Solutions Limited
Electrical Equipment
0.13%0.66%0.13%

Unique to ADITYA BIRLA SUN LIFE LARGE CA

  • Kotak Mahindra Bank Limited3.76%

Unique to CANARA ROBECO BALANCED ADVANTA

  • Power Finance Corporation Ltd2.32%

Sector Overlap Breakdown

Banks
17.6% (4)
Petroleum Products
5.3% (2)
IT - Software
3.7% (3)
Construction
3.6% (1)
Automobiles
3.0% (3)
Telecom - Services
3.0% (1)
Finance
2.6% (3)
Insurance
1.7% (2)
Retailing
1.7% (2)
Diversified FMCG
1.1% (1)
Beverages
1.1% (2)
Consumer Durables
0.8% (1)
Cement & Cement Products
0.7% (1)
Auto Components
0.7% (1)
Pharmaceuticals & Biotechnology
0.6% (1)
Industrial Products
0.6% (1)
Food Products
0.6% (1)
Non - Ferrous Metals
0.6% (1)
Power
0.4% (1)
Aerospace & Defense
0.4% (1)
Electrical Equipment
0.1% (1)

More comparisons for ADITYA BIRLA SUN LIFE LARGE CA

More comparisons for CANARA ROBECO BALANCED ADVANTA

Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.