Baroda BNP Paribas Childrens Fund vs CANARA ROBECO LARGE CAP FUND

Baroda BNP vs Canara Robeco· Portfolio Overlap Analysis

49.0%High Overlap
31 common stocksRank #11293 / 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 (31)

StockWt% in Baroda BNP Paribas ChildrensWt% in CANARA ROBECO LARGE CAPOverlap
HDFC Bank Limited
Banks
5.84%8.87%5.84%
Reliance Industries Limited
Petroleum Products
3.90%5.22%3.90%
ICICI Bank Limited
Banks
3.75%8.14%3.75%
UltraTech Cement Limited
Cement & Cement Products
2.25%2.47%2.25%
Bharti Airtel Limited
Telecom - Services
2.10%4.25%2.10%
Bajaj Finance Limited
Finance
2.03%2.93%2.03%
State Bank of India
Banks
2.03%4.59%2.03%
Axis Bank Limited
Banks
1.99%3.21%1.99%
Larsen & Toubro Limited
Construction
1.79%4.33%1.79%
Infosys Limited
IT - Software
1.65%3.60%1.65%
Titan Company Limited
Consumer Durables
2.50%1.64%1.64%
Maruti Suzuki India Limited
Automobiles
1.65%1.60%1.60%
NTPC Limited
Power
1.52%1.50%1.50%
Kotak Mahindra Bank Limited
Banks
1.49%2.27%1.49%
Bharat Electronics Limited
Aerospace & Defense
1.38%1.61%1.38%
Eternal Limited
Retailing
1.38%1.81%1.38%
Tech Mahindra Limited
IT - Software
1.89%1.29%1.29%
SBI Life Insurance Company Limited
Insurance
1.27%1.65%1.27%
InterGlobe Aviation Limited
Transport Services
1.52%1.24%1.24%
Divi's Laboratories Limited
Pharmaceuticals & Biotechnology
1.22%1.30%1.22%
Mahindra & Mahindra Limited
Automobiles
1.14%3.32%1.14%
Cholamandalam Investment and Finance Company Ltd
Finance
1.12%1.12%1.12%
Torrent Pharmaceuticals Limited
Pharmaceuticals & Biotechnology
1.15%1.03%1.03%
Vishal Mega Mart Limited
Retailing
1.34%0.85%0.85%
Britannia Industries Limited
Food Products
2.11%0.80%0.80%
TVS Motor Company Limited
Automobiles
1.26%0.75%0.75%
Max Healthcare Institute Limited
Healthcare Services
0.68%1.34%0.68%
Info Edge (India) Limited
Retailing
0.78%0.54%0.54%
Multi Commodity Exchange of India Limited
Capital Markets
1.30%0.29%0.29%
Hindalco Industries Limited
Non - Ferrous Metals
1.56%0.22%0.22%
Tata Motors Ltd
Agricultural, Commercial & Construction Vehicles
1.80%0.19%0.19%

Unique to Baroda BNP Paribas Childrens

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

Unique to CANARA ROBECO LARGE CAP

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
15.1% (5)
Petroleum Products
3.9% (1)
Automobiles
3.5% (3)
Finance
3.1% (2)
IT - Software
2.9% (2)
Retailing
2.8% (3)
Cement & Cement Products
2.3% (1)
Pharmaceuticals & Biotechnology
2.3% (2)
Telecom - Services
2.1% (1)
Construction
1.8% (1)
Consumer Durables
1.6% (1)
Power
1.5% (1)
Aerospace & Defense
1.4% (1)
Insurance
1.3% (1)
Transport Services
1.2% (1)
Food Products
0.8% (1)
Healthcare Services
0.7% (1)
Capital Markets
0.3% (1)
Non - Ferrous Metals
0.2% (1)
Agricultural, Commercial & Construction Vehicles
0.2% (1)

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