Axis Large Cap Fund vs CANARA ROBECO BALANCED ADVANTAGE FUND
Axis vs Canara Robeco· Portfolio Overlap Analysis
47.1%High Overlap
30 common stocksRank #13178 / 20,000
Investor takeaway: At 47.1% 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 (30)
| Stock | Wt% in Axis Large Cap | Wt% in CANARA ROBECO BALANCED ADVANTA | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 8.30% | 7.39% | 7.39% |
Reliance Industries Limited Petroleum Products | 6.06% | 5.30% | 5.30% |
ICICI Bank Limited Banks | 8.73% | 4.32% | 4.32% |
Larsen & Toubro Limited Construction | 5.24% | 3.56% | 3.56% |
State Bank of India Banks | 4.22% | 3.43% | 3.43% |
Bharti Airtel Limited Telecom - Services | 4.41% | 2.96% | 2.96% |
Infosys Limited IT - Software | 4.04% | 2.20% | 2.20% |
Mahindra & Mahindra Limited Automobiles | 3.57% | 1.87% | 1.87% |
Eternal Limited Retailing | 1.96% | 1.42% | 1.42% |
Bajaj Finance Limited Finance | 3.91% | 1.36% | 1.36% |
Shriram Finance Limited Finance | 1.69% | 1.19% | 1.19% |
Bharat Electronics Limited Aerospace & Defense | 1.64% | 1.09% | 1.09% |
Samvardhana Motherson International Limited Auto Components | 1.08% | 1.21% | 1.08% |
Divi's Laboratories Limited Pharmaceuticals & Biotechnology | 1.07% | 1.06% | 1.06% |
InterGlobe Aviation Limited Transport Services | 1.77% | 0.84% | 0.84% |
Tech Mahindra Limited IT - Software | 0.95% | 0.84% | 0.84% |
Axis Bank Limited Banks | 0.80% | 2.58% | 0.80% |
Maruti Suzuki India Limited Automobiles | 0.77% | 0.95% | 0.77% |
Tata Consultancy Services Limited IT - Software | 0.83% | 0.74% | 0.74% |
UltraTech Cement Limited Cement & Cement Products | 2.73% | 0.71% | 0.71% |
CG Power and Industrial Solutions Limited Electrical Equipment | 1.18% | 0.66% | 0.66% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.38% | 0.63% | 0.63% |
Cummins India Limited Industrial Products | 0.60% | 1.08% | 0.60% |
Britannia Industries Limited Food Products | 0.50% | 0.72% | 0.50% |
NTPC Limited Power | 1.19% | 0.44% | 0.44% |
Varun Beverages Limited Beverages | 0.40% | 1.03% | 0.40% |
SBI Life Insurance Company Limited Insurance | 0.32% | 1.52% | 0.32% |
Tata Power Company Limited Power | 0.27% | 1.09% | 0.27% |
TVS Motor Company Limited Automobiles | 0.99% | 0.19% | 0.19% |
Hindustan Aeronautics Limited Aerospace & Defense | 0.16% | 0.63% | 0.16% |
Unique to Axis Large Cap
- Kotak Mahindra Bank Limited3.61%
Unique to CANARA ROBECO BALANCED ADVANTA
- Power Finance Corporation Ltd2.32%
Sector Overlap Breakdown
Banks15.9% (4)
Petroleum Products5.3% (1)
IT - Software3.8% (3)
Construction3.6% (1)
Telecom - Services3.0% (1)
Automobiles2.8% (3)
Finance2.5% (2)
Pharmaceuticals & Biotechnology1.7% (2)
Retailing1.4% (1)
Aerospace & Defense1.3% (2)
Auto Components1.1% (1)
Transport Services0.8% (1)
Cement & Cement Products0.7% (1)
Power0.7% (2)
Electrical Equipment0.7% (1)
Industrial Products0.6% (1)
Food Products0.5% (1)
Beverages0.4% (1)
Insurance0.3% (1)
More comparisons for Axis Large Cap
- vs CANARA ROBECO LARGE CAP73.0% · 39 stocks
- vs PGIM INDIA LARGE CAP65.5% · 35 stocks
- vs HDFC NIFTY 50 ETF65.1% · 29 stocks
- vs HDFC Nifty 50 Index65.1% · 29 stocks
- vs ICICI Prudential Nifty 50 ETF65.1% · 29 stocks
More comparisons for CANARA ROBECO BALANCED ADVANTA
- vs ET56.6% · 40 stocks
- vs CANARA ROBECO FLEXICAP53.3% · 37 stocks
- vs CANARA ROBECO LARGE CAP53.0% · 33 stocks
- vs CANARA ROBECO VALUE53.0% · 35 stocks
- vs HDFC NIFTY 100 ETF51.6% · 37 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.