Baroda BNP Paribas Childrens Fund vs ET

Baroda BNP vs Canara Robeco· Portfolio Overlap Analysis

45.6%High Overlap
29 common stocksRank #15090 / 20,000

Investor takeaway: At 45.6% 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 (29)

StockWt% in Baroda BNP Paribas ChildrensWt% in ETOverlap
HDFC Bank Limited
Banks
5.84%7.19%5.84%
Reliance Industries Limited
Petroleum Products
3.90%3.98%3.90%
ICICI Bank Limited
Banks
3.75%6.76%3.75%
Bharti Airtel Limited
Telecom - Services
2.10%3.12%2.10%
Bajaj Finance Limited
Finance
2.03%2.64%2.03%
State Bank of India
Banks
2.03%3.78%2.03%
Axis Bank Limited
Banks
1.99%2.76%1.99%
Larsen & Toubro Limited
Construction
1.79%3.42%1.79%
UltraTech Cement Limited
Cement & Cement Products
2.25%1.76%1.76%
Infosys Limited
IT - Software
1.65%3.22%1.65%
InterGlobe Aviation Limited
Transport Services
1.52%1.44%1.44%
NTPC Limited
Power
1.52%1.38%1.38%
Eternal Limited
Retailing
1.38%1.63%1.38%
Max Financial Services Limited
Insurance
1.45%1.36%1.36%
TVS Motor Company Limited
Automobiles
1.26%1.47%1.26%
Divi's Laboratories Limited
Pharmaceuticals & Biotechnology
1.22%1.82%1.22%
Titan Company Limited
Consumer Durables
2.50%1.14%1.14%
Mahindra & Mahindra Limited
Automobiles
1.14%1.24%1.14%
Maruti Suzuki India Limited
Automobiles
1.65%1.10%1.10%
Cummins India Limited
Industrial Products
2.05%1.09%1.09%
Bharat Electronics Limited
Aerospace & Defense
1.38%1.02%1.02%
Linde India Limited
Chemicals & Petrochemicals
1.38%0.77%0.77%
Cholamandalam Investment and Finance Company Ltd
Finance
1.12%0.75%0.75%
Tech Mahindra Limited
IT - Software
1.89%0.70%0.70%
Info Edge (India) Limited
Retailing
0.78%0.68%0.68%
Max Healthcare Institute Limited
Healthcare Services
0.68%0.70%0.68%
Vishal Mega Mart Limited
Retailing
1.34%0.62%0.62%
Britannia Industries Limited
Food Products
2.11%0.54%0.54%
Karur Vysya Bank Limited
Banks
2.54%0.53%0.53%

Unique to Baroda BNP Paribas Childrens

  • Bharat Heavy Electricals Limited2.62%
  • Hitachi Energy India Limited2.23%

Unique to ET

  • Ge Vernova T&D India Ltd2.31%

Sector Overlap Breakdown

Banks
14.1% (5)
Petroleum Products
3.9% (1)
Automobiles
3.5% (3)
Finance
2.8% (2)
Retailing
2.7% (3)
IT - Software
2.4% (2)
Telecom - Services
2.1% (1)
Construction
1.8% (1)
Cement & Cement Products
1.8% (1)
Transport Services
1.4% (1)
Power
1.4% (1)
Insurance
1.4% (1)
Pharmaceuticals & Biotechnology
1.2% (1)
Consumer Durables
1.1% (1)
Industrial Products
1.1% (1)
Aerospace & Defense
1.0% (1)
Chemicals & Petrochemicals
0.8% (1)
Healthcare Services
0.7% (1)
Food Products
0.5% (1)

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