CANARA ROBECO BALANCED ADVANTAGE FUND vs Kotak Large Cap Fund
Canara Robeco vs Kotak· Portfolio Overlap Analysis
50.1%High Overlap
29 common stocksRank #10107 / 20,000
Investor takeaway: At 50.1% 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)
| Stock | Wt% in CANARA ROBECO BALANCED ADVANTA | Wt% in Kotak Large Cap | Overlap |
|---|---|---|---|
HDFC Bank Ltd Banks | 7.39% | 7.01% | 7.01% |
Reliance Industries Ltd Petroleum Products | 5.30% | 6.39% | 5.30% |
ICICI Bank Ltd Banks | 4.32% | 7.36% | 4.32% |
Larsen & Toubro Ltd Construction | 3.56% | 4.22% | 3.56% |
State Bank of India Banks | 3.43% | 4.83% | 3.43% |
Bharti Airtel Ltd Telecom - Services | 2.96% | 3.78% | 2.96% |
Axis Bank Ltd Banks | 2.58% | 3.35% | 2.58% |
Infosys Ltd IT - Software | 2.20% | 3.32% | 2.20% |
Mahindra & Mahindra Ltd Automobiles | 1.87% | 2.90% | 1.87% |
Eternal Ltd Retailing | 1.42% | 1.38% | 1.38% |
Bajaj Finance Ltd Finance | 1.36% | 3.14% | 1.36% |
Shriram Finance Ltd Finance | 1.19% | 1.98% | 1.19% |
ITC Ltd Diversified FMCG | 1.12% | 2.05% | 1.12% |
Bharat Electronics Ltd Aerospace & Defense | 1.09% | 1.38% | 1.09% |
Cummins India Ltd Industrial Products | 1.08% | 1.07% | 1.07% |
Maruti Suzuki India Ltd Automobiles | 0.95% | 2.41% | 0.95% |
Samvardhana Motherson International Ltd Auto Components | 1.21% | 0.91% | 0.91% |
Power Finance Corporation Ltd Finance | 2.32% | 0.84% | 0.84% |
Tech Mahindra Ltd IT - Software | 0.84% | 1.04% | 0.84% |
Interglobe Aviation Ltd Transport Services | 0.84% | 1.83% | 0.84% |
United Spirits Ltd Beverages | 0.79% | 1.15% | 0.79% |
Tata Consultancy Services Ltd IT - Software | 0.74% | 1.68% | 0.74% |
Britannia Industries Ltd Food Products | 0.72% | 0.77% | 0.72% |
Ultratech Cement Ltd Cement & Cement Products | 0.71% | 2.22% | 0.71% |
Sun Pharmaceutical Industries Ltd Pharmaceuticals & Biotechnology | 0.63% | 2.59% | 0.63% |
Hindalco Industries Ltd Non - Ferrous Metals | 0.55% | 1.02% | 0.55% |
Bharat Petroleum Corporation Ltd Petroleum Products | 0.53% | 1.49% | 0.53% |
NTPC Ltd Power | 0.44% | 2.89% | 0.44% |
Coal India Ltd Consumable Fuels | 1.44% | 0.21% | 0.21% |
Unique to CANARA ROBECO BALANCED ADVANTA
All top holdings are shared with the other fund.
Unique to Kotak Large Cap
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks17.3% (4)
Petroleum Products5.8% (2)
IT - Software3.8% (3)
Construction3.6% (1)
Finance3.4% (3)
Telecom - Services3.0% (1)
Automobiles2.8% (2)
Retailing1.4% (1)
Diversified FMCG1.1% (1)
Aerospace & Defense1.1% (1)
Industrial Products1.1% (1)
Auto Components0.9% (1)
Transport Services0.8% (1)
Beverages0.8% (1)
Food Products0.7% (1)
Cement & Cement Products0.7% (1)
Pharmaceuticals & Biotechnology0.6% (1)
Non - Ferrous Metals0.6% (1)
Power0.4% (1)
Consumable Fuels0.2% (1)
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More comparisons for Kotak Large Cap
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.