CANARA ROBECO BALANCED ADVANTAGE FUND vs EDELWEISS LARGE CAP FUND
Canara Robeco vs Edelweiss· Portfolio Overlap Analysis
46.4%High Overlap
27 common stocksRank #14017 / 20,000
Investor takeaway: At 46.4% 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 (27)
| Stock | Wt% in CANARA ROBECO BALANCED ADVANTA | Wt% in EDELWEISS LARGE CAP | Overlap |
|---|---|---|---|
HDFC Bank Ltd Banks | 7.39% | 7.59% | 7.39% |
Reliance Industries Ltd Petroleum Products | 5.30% | 5.51% | 5.30% |
ICICI Bank Ltd Banks | 4.32% | 6.63% | 4.32% |
Larsen & Toubro Ltd Construction | 3.56% | 4.35% | 3.56% |
State Bank of India Banks | 3.43% | 3.98% | 3.43% |
Bharti Airtel Ltd Telecom - Services | 2.96% | 3.61% | 2.96% |
Axis Bank Ltd Banks | 2.58% | 2.53% | 2.53% |
Infosys Ltd IT - Software | 2.20% | 2.78% | 2.20% |
Mahindra & Mahindra Ltd Automobiles | 1.87% | 3.22% | 1.87% |
Bajaj Finance Ltd Finance | 1.36% | 3.30% | 1.36% |
Indian Bank Banks | 1.15% | 1.34% | 1.15% |
ITC Ltd Diversified FMCG | 1.12% | 2.12% | 1.12% |
Maruti Suzuki India Ltd Automobiles | 0.95% | 1.64% | 0.95% |
Tech Mahindra Ltd IT - Software | 0.84% | 1.04% | 0.84% |
Interglobe Aviation Ltd Transport Services | 0.84% | 0.83% | 0.83% |
SBI Life Insurance Co Ltd Insurance | 1.52% | 0.76% | 0.76% |
Tata Consultancy Services Ltd IT - Software | 0.74% | 1.11% | 0.74% |
Eternal Ltd Retailing | 1.42% | 0.71% | 0.71% |
Ultratech Cement Ltd Cement & Cement Products | 0.71% | 1.81% | 0.71% |
Britannia Industries Ltd Food Products | 0.72% | 0.68% | 0.68% |
Sun Pharmaceutical Industries Ltd Pharmaceuticals & Biotechnology | 0.63% | 1.18% | 0.63% |
Samvardhana Motherson International Ltd Auto Components | 1.21% | 0.62% | 0.62% |
Hindalco Industries Ltd Non - Ferrous Metals | 0.55% | 0.75% | 0.55% |
Bharat Petroleum Corporation Ltd Petroleum Products | 0.53% | 0.63% | 0.53% |
NTPC Ltd Power | 0.44% | 2.23% | 0.44% |
TVS Motor Co Ltd Automobiles | 0.19% | 0.90% | 0.19% |
Cummins India Ltd Industrial Products | 1.08% | 0.06% | 0.06% |
Unique to CANARA ROBECO BALANCED ADVANTA
- Power Finance Corporation Ltd2.32%
Unique to EDELWEISS LARGE CAP
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks18.8% (5)
Petroleum Products5.8% (2)
IT - Software3.8% (3)
Construction3.6% (1)
Automobiles3.0% (3)
Telecom - Services3.0% (1)
Finance1.4% (1)
Diversified FMCG1.1% (1)
Transport Services0.8% (1)
Insurance0.8% (1)
Retailing0.7% (1)
Cement & Cement Products0.7% (1)
Food Products0.7% (1)
Pharmaceuticals & Biotechnology0.6% (1)
Auto Components0.6% (1)
Non - Ferrous Metals0.6% (1)
Power0.4% (1)
Industrial Products0.1% (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 EDELWEISS LARGE CAP
- vs SBI BSE 100 ETF65.9% · 50 stocks
- vs CANARA ROBECO LARGE CAP65.6% · 40 stocks
- vs Axis Nifty 100 Index65.4% · 46 stocks
- vs HDFC NIFTY 100 ETF65.4% · 46 stocks
- vs Motilal Oswal Nifty 100 ETF65.4% · 46 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.