CANARA ROBECO BALANCED ADVANTAGE FUND vs CANARA ROBECO LARGE CAP FUND
Canara Robeco vs Canara Robeco· Portfolio Overlap Analysis
53.0%High Overlap
33 common stocksRank #7634 / 20,000
Investor takeaway: At 53.0% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (33)
| Stock | Wt% in CANARA ROBECO BALANCED ADVANTA | Wt% in CANARA ROBECO LARGE CAP | Overlap |
|---|---|---|---|
HDFC Bank Ltd Banks | 7.39% | 8.87% | 7.39% |
Reliance Industries Ltd Petroleum Products | 5.30% | 5.22% | 5.22% |
ICICI Bank Ltd Banks | 4.32% | 8.14% | 4.32% |
Larsen & Toubro Ltd Construction | 3.56% | 4.33% | 3.56% |
State Bank of India Banks | 3.43% | 4.59% | 3.43% |
Bharti Airtel Ltd Telecom - Services | 2.96% | 4.25% | 2.96% |
Axis Bank Ltd Banks | 2.58% | 3.21% | 2.58% |
Infosys Ltd IT - Software | 2.20% | 3.60% | 2.20% |
Mahindra & Mahindra Ltd Automobiles | 1.87% | 3.32% | 1.87% |
SBI Life Insurance Co Ltd Insurance | 1.52% | 1.65% | 1.52% |
Eternal Ltd Retailing | 1.42% | 1.81% | 1.42% |
Bajaj Finance Ltd Finance | 1.36% | 2.93% | 1.36% |
ITC Ltd Diversified FMCG | 1.12% | 1.38% | 1.12% |
Bharat Electronics Ltd Aerospace & Defense | 1.09% | 1.61% | 1.09% |
Divi's Laboratories Ltd Pharmaceuticals & Biotechnology | 1.06% | 1.30% | 1.06% |
Varun Beverages Ltd Beverages | 1.03% | 1.33% | 1.03% |
Maruti Suzuki India Ltd Automobiles | 0.95% | 1.60% | 0.95% |
Tata Power Co Ltd Power | 1.09% | 0.85% | 0.85% |
Tech Mahindra Ltd IT - Software | 0.84% | 1.29% | 0.84% |
Interglobe Aviation Ltd Transport Services | 0.84% | 1.24% | 0.84% |
Samvardhana Motherson International Ltd Auto Components | 1.21% | 0.80% | 0.80% |
United Spirits Ltd Beverages | 0.79% | 1.17% | 0.79% |
Tata Consultancy Services Ltd IT - Software | 0.74% | 1.30% | 0.74% |
Britannia Industries Ltd Food Products | 0.72% | 0.80% | 0.72% |
Ultratech Cement Ltd Cement & Cement Products | 0.71% | 2.47% | 0.71% |
CG Power and Industrial Solutions Ltd Electrical Equipment | 0.66% | 1.26% | 0.66% |
Hindustan Aeronautics Ltd Aerospace & Defense | 0.63% | 0.91% | 0.63% |
Sun Pharmaceutical Industries Ltd Pharmaceuticals & Biotechnology | 0.63% | 1.50% | 0.63% |
Shriram Finance Ltd Finance | 1.19% | 0.46% | 0.46% |
Info Edge (India) Ltd Retailing | 0.45% | 0.54% | 0.45% |
NTPC Ltd Power | 0.44% | 1.50% | 0.44% |
Hindalco Industries Ltd Non - Ferrous Metals | 0.55% | 0.22% | 0.22% |
TVS Motor Co Ltd Automobiles | 0.19% | 0.75% | 0.19% |
Unique to CANARA ROBECO BALANCED ADVANTA
- Power Finance Corporation Ltd2.32%
Unique to CANARA ROBECO LARGE CAP
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks17.7% (4)
Petroleum Products5.2% (1)
IT - Software3.8% (3)
Construction3.6% (1)
Automobiles3.0% (3)
Telecom - Services3.0% (1)
Retailing1.9% (2)
Finance1.8% (2)
Beverages1.8% (2)
Aerospace & Defense1.7% (2)
Pharmaceuticals & Biotechnology1.7% (2)
Insurance1.5% (1)
Power1.3% (2)
Diversified FMCG1.1% (1)
Transport Services0.8% (1)
Auto Components0.8% (1)
Food Products0.7% (1)
Cement & Cement Products0.7% (1)
Electrical Equipment0.7% (1)
Non - Ferrous Metals0.2% (1)
More comparisons for CANARA ROBECO BALANCED ADVANTA
- vs ET56.6% · 40 stocks
- vs CANARA ROBECO FLEXICAP53.3% · 37 stocks
- vs CANARA ROBECO VALUE53.0% · 35 stocks
- vs HDFC NIFTY 100 ETF51.6% · 37 stocks
- vs ICICI Prudential Nifty 100 ETF51.6% · 37 stocks
More comparisons for CANARA ROBECO LARGE CAP
- vs CANARA ROBECO FLEXICAP74.8% · 49 stocks
- vs Axis Large Cap73.0% · 39 stocks
- vs Baroda BNP Paribas Nifty 50 In70.8% · 33 stocks
- vs HDFC NIFTY 50 ETF70.7% · 33 stocks
- vs HDFC Nifty 50 Index70.7% · 33 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.