Axis Retirement Fund - Dynamic Plan vs CANARA ROBECO LARGE CAP FUND

Axis vs Canara Robeco· Portfolio Overlap Analysis

54.2%High Overlap
38 common stocksRank #7189 / 20,000

Investor takeaway: At 54.2% 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 (38)

StockWt% in Axis Retirement Fund - DynamicWt% in CANARA ROBECO LARGE CAPOverlap
HDFC Bank Limited
Banks
6.08%8.87%6.08%
ICICI Bank Limited
Banks
5.97%8.14%5.97%
Reliance Industries Limited
Petroleum Products
5.55%5.22%5.22%
State Bank of India
Banks
3.69%4.59%3.69%
Infosys Limited
IT - Software
3.50%3.60%3.50%
Larsen & Toubro Limited
Construction
3.26%4.33%3.26%
Bharti Airtel Limited
Telecom - Services
2.81%4.25%2.81%
Mahindra & Mahindra Limited
Automobiles
2.26%3.32%2.26%
Bajaj Finance Limited
Finance
1.96%2.93%1.96%
Kotak Mahindra Bank Limited
Banks
1.34%2.27%1.34%
Divi's Laboratories Limited
Pharmaceuticals & Biotechnology
1.30%1.30%1.30%
NTPC Limited
Power
1.30%1.50%1.30%
CG Power and Industrial Solutions Limited
Electrical Equipment
1.00%1.26%1.00%
Mankind Pharma Limited
Pharmaceuticals & Biotechnology
0.91%0.90%0.90%
Titan Company Limited
Consumer Durables
0.87%1.64%0.87%
Varun Beverages Limited
Beverages
0.84%1.33%0.84%
Samvardhana Motherson International Limited
Auto Components
0.91%0.80%0.80%
Britannia Industries Limited
Food Products
0.80%0.80%0.80%
Tata Consultancy Services Limited
IT - Software
0.79%1.30%0.79%
United Spirits Limited
Beverages
0.78%1.17%0.78%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
0.76%1.50%0.76%
Eternal Limited
Retailing
0.75%1.81%0.75%
Bharat Electronics Limited
Aerospace & Defense
0.69%1.61%0.69%
SBI Life Insurance Company Limited
Insurance
0.67%1.65%0.67%
Tata Power Company Limited
Power
0.65%0.85%0.65%
InterGlobe Aviation Limited
Transport Services
0.64%1.24%0.64%
PI Industries Limited
Fertilizers & Agrochemicals
0.58%0.75%0.58%
Hindustan Unilever Limited
Diversified FMCG
0.51%0.85%0.51%
Abbott India Limited
Pharmaceuticals & Biotechnology
0.70%0.49%0.49%
Tata Steel Limited
Ferrous Metals
0.48%1.24%0.48%
Hindustan Aeronautics Limited
Aerospace & Defense
0.48%0.91%0.48%
Cholamandalam Investment and Finance Company Ltd
Finance
0.47%1.12%0.47%
Shriram Finance Limited
Finance
0.85%0.46%0.46%
ITC Limited
Diversified FMCG
0.37%1.38%0.37%
Hindalco Industries Limited
Non - Ferrous Metals
0.21%0.22%0.21%
Tata Motors Ltd
Agricultural, Commercial & Construction Vehicles
0.76%0.19%0.19%
Axis Bank Limited
Banks
0.19%3.21%0.19%
HCL Technologies Limited
IT - Software
0.12%0.40%0.12%

Unique to Axis Retirement Fund - Dynamic

  • Pidilite Industries Limited2.30%

Unique to CANARA ROBECO LARGE CAP

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
17.3% (5)
Petroleum Products
5.2% (1)
IT - Software
4.4% (3)
Pharmaceuticals & Biotechnology
3.5% (4)
Construction
3.3% (1)
Finance
2.9% (3)
Telecom - Services
2.8% (1)
Automobiles
2.3% (1)
Power
1.9% (2)
Beverages
1.6% (2)
Aerospace & Defense
1.2% (2)
Electrical Equipment
1.0% (1)
Diversified FMCG
0.9% (2)
Consumer Durables
0.9% (1)
Auto Components
0.8% (1)
Food Products
0.8% (1)
Retailing
0.8% (1)
Insurance
0.7% (1)
Transport Services
0.6% (1)
Fertilizers & Agrochemicals
0.6% (1)
Ferrous Metals
0.5% (1)
Non - Ferrous Metals
0.2% (1)
Agricultural, Commercial & Construction Vehicles
0.2% (1)

More comparisons for Axis Retirement Fund - Dynamic

More comparisons for CANARA ROBECO LARGE CAP

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