Baroda BNP Paribas Childrens Fund vs CANARA ROBECO FLEXICAP FUND

Baroda BNP vs Canara Robeco· Portfolio Overlap Analysis

49.0%High Overlap
34 common stocksRank #11258 / 20,000

Investor takeaway: At 49.0% 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 Baroda BNP Paribas ChildrensWt% in CANARA ROBECO FLEXICAPOverlap
HDFC Bank Limited
Banks
5.84%7.60%5.84%
Reliance Industries Limited
Petroleum Products
3.90%3.85%3.85%
ICICI Bank Limited
Banks
3.75%6.59%3.75%
Bharti Airtel Limited
Telecom - Services
2.10%3.31%2.10%
Bajaj Finance Limited
Finance
2.03%2.57%2.03%
State Bank of India
Banks
2.03%3.50%2.03%
Axis Bank Limited
Banks
1.99%2.29%1.99%
Larsen & Toubro Limited
Construction
1.79%3.35%1.79%
Infosys Limited
IT - Software
1.65%2.93%1.65%
Titan Company Limited
Consumer Durables
2.50%1.48%1.48%
NTPC Limited
Power
1.52%1.40%1.40%
Bharat Electronics Limited
Aerospace & Defense
1.38%1.67%1.38%
Eternal Limited
Retailing
1.38%1.87%1.38%
Maruti Suzuki India Limited
Automobiles
1.65%1.35%1.35%
SBI Life Insurance Company Limited
Insurance
1.27%1.30%1.27%
TVS Motor Company Limited
Automobiles
1.26%1.92%1.26%
Vishal Mega Mart Limited
Retailing
1.34%1.25%1.25%
InterGlobe Aviation Limited
Transport Services
1.52%1.24%1.24%
Divi's Laboratories Limited
Pharmaceuticals & Biotechnology
1.22%1.48%1.22%
UltraTech Cement Limited
Cement & Cement Products
2.25%1.21%1.21%
Tech Mahindra Limited
IT - Software
1.89%1.21%1.21%
Mahindra & Mahindra Limited
Automobiles
1.14%2.67%1.14%
Multi Commodity Exchange of India Limited
Capital Markets
1.30%1.12%1.12%
Cholamandalam Investment and Finance Company Ltd
Finance
1.12%1.16%1.12%
Cummins India Limited
Industrial Products
2.05%1.02%1.02%
Max Financial Services Limited
Insurance
1.45%0.94%0.94%
Max Healthcare Institute Limited
Healthcare Services
0.68%1.37%0.68%
One 97 Communications Limited
Financial Technology (Fintech)
1.07%0.60%0.60%
Info Edge (India) Limited
Retailing
0.78%0.60%0.60%
KPIT Technologies Limited
IT - Software
0.41%0.37%0.37%
Kotak Mahindra Bank Limited
Banks
1.49%0.31%0.31%
Linde India Limited
Chemicals & Petrochemicals
1.38%0.24%0.24%
Persistent Systems Limited
IT - Software
0.84%0.16%0.16%
Hindalco Industries Limited
Non - Ferrous Metals
1.56%0.01%0.01%

Unique to Baroda BNP Paribas Childrens

  • Bharat Heavy Electricals Limited2.62%
  • Karur Vysya Bank Limited2.54%
  • Hitachi Energy India Limited2.23%
  • Britannia Industries Limited2.11%

Unique to CANARA ROBECO FLEXICAP

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
13.9% (5)
Petroleum Products
3.9% (1)
Automobiles
3.8% (3)
IT - Software
3.4% (4)
Retailing
3.2% (3)
Finance
3.1% (2)
Insurance
2.2% (2)
Telecom - Services
2.1% (1)
Construction
1.8% (1)
Consumer Durables
1.5% (1)
Power
1.4% (1)
Aerospace & Defense
1.4% (1)
Transport Services
1.2% (1)
Pharmaceuticals & Biotechnology
1.2% (1)
Cement & Cement Products
1.2% (1)
Capital Markets
1.1% (1)
Industrial Products
1.0% (1)
Healthcare Services
0.7% (1)
Financial Technology (Fintech)
0.6% (1)
Chemicals & Petrochemicals
0.2% (1)
Non - Ferrous Metals
0.0% (1)

More comparisons for Baroda BNP Paribas Childrens

More comparisons for CANARA ROBECO FLEXICAP

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