CANARA ROBECO BALANCED ADVANTAGE FUND vs CANARA ROBECO FOCUSED FUND
Canara Robeco vs Canara Robeco· Portfolio Overlap Analysis
42.5%High Overlap
19 common stocksRank #19640 / 20,000
Investor takeaway: At 42.5% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (19)
| Stock | Wt% in CANARA ROBECO BALANCED ADVANTA | Wt% in CANARA ROBECO FOCUSED | Overlap |
|---|---|---|---|
HDFC Bank Ltd Banks | 7.39% | 7.09% | 7.09% |
Reliance Industries Ltd Petroleum Products | 5.30% | 4.79% | 4.79% |
ICICI Bank Ltd Banks | 4.32% | 8.68% | 4.32% |
Larsen & Toubro Ltd Construction | 3.56% | 4.43% | 3.56% |
State Bank of India Banks | 3.43% | 3.58% | 3.43% |
Bharti Airtel Ltd Telecom - Services | 2.96% | 3.69% | 2.96% |
Axis Bank Ltd Banks | 2.58% | 3.07% | 2.58% |
Infosys Ltd IT - Software | 2.20% | 4.04% | 2.20% |
Mahindra & Mahindra Ltd Automobiles | 1.87% | 2.71% | 1.87% |
SBI Life Insurance Co Ltd Insurance | 1.52% | 2.97% | 1.52% |
Eternal Ltd Retailing | 1.42% | 3.16% | 1.42% |
Bajaj Finance Ltd Finance | 1.36% | 3.97% | 1.36% |
Bharat Electronics Ltd Aerospace & Defense | 1.09% | 3.16% | 1.09% |
Divi's Laboratories Ltd Pharmaceuticals & Biotechnology | 1.06% | 3.69% | 1.06% |
Varun Beverages Ltd Beverages | 1.03% | 2.51% | 1.03% |
Interglobe Aviation Ltd Transport Services | 0.84% | 2.37% | 0.84% |
Ultratech Cement Ltd Cement & Cement Products | 0.71% | 2.83% | 0.71% |
Info Edge (India) Ltd Retailing | 0.45% | 1.71% | 0.45% |
TVS Motor Co Ltd Automobiles | 0.19% | 4.25% | 0.19% |
Unique to CANARA ROBECO BALANCED ADVANTA
- Power Finance Corporation Ltd2.32%
Unique to CANARA ROBECO FOCUSED
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks17.4% (4)
Petroleum Products4.8% (1)
Construction3.6% (1)
Telecom - Services3.0% (1)
IT - Software2.2% (1)
Automobiles2.1% (2)
Retailing1.9% (2)
Insurance1.5% (1)
Finance1.4% (1)
Aerospace & Defense1.1% (1)
Pharmaceuticals & Biotechnology1.1% (1)
Beverages1.0% (1)
Transport Services0.8% (1)
Cement & Cement Products0.7% (1)
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
More comparisons for CANARA ROBECO FOCUSED
- vs CANARA ROBECO LARGE CAP63.4% · 26 stocks
- vs CANARA ROBECO FLEXICAP60.0% · 26 stocks
- vs Axis Large Cap57.4% · 21 stocks
- vs ET53.7% · 24 stocks
- vs Axis ELSS Tax Saver53.3% · 25 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.