CANARA ROBECO BALANCED ADVANTAGE FUND vs LIC MF LARGE CAP FUND

Canara Robeco vs LIC· Portfolio Overlap Analysis

48.2%High Overlap
25 common stocksRank #11968 / 20,000

Investor takeaway: At 48.2% 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 (25)

StockWt% in CANARA ROBECO BALANCED ADVANTAWt% in LIC MF LARGE CAPOverlap
HDFC Bank Ltd
Banks
7.39%9.31%7.39%
Reliance Industries Ltd
Petroleum Products
5.30%6.45%5.30%
ICICI Bank Ltd
Banks
4.32%8.03%4.32%
Larsen & Toubro Ltd
Construction
3.56%5.64%3.56%
State Bank of India
Banks
3.43%3.32%3.32%
Bharti Airtel Ltd
Telecom - Services
2.96%4.06%2.96%
Axis Bank Ltd
Banks
2.58%2.79%2.58%
Infosys Ltd
IT - Software
2.20%2.73%2.20%
Mahindra & Mahindra Ltd
Automobiles
1.87%2.16%1.87%
SBI Life Insurance Co Ltd
Insurance
1.52%1.92%1.52%
Power Finance Corporation Ltd
Finance
2.32%1.44%1.44%
Eternal Ltd
Retailing
1.42%1.34%1.34%
ITC Ltd
Diversified FMCG
1.12%2.57%1.12%
Bharat Electronics Ltd
Aerospace & Defense
1.09%1.75%1.09%
Maruti Suzuki India Ltd
Automobiles
0.95%1.24%0.95%
Shriram Finance Ltd
Finance
1.19%0.92%0.92%
Varun Beverages Ltd
Beverages
1.03%0.88%0.88%
Interglobe Aviation Ltd
Transport Services
0.84%1.50%0.84%
Tata Power Co Ltd
Power
1.09%0.81%0.81%
Tata Consultancy Services Ltd
IT - Software
0.74%1.42%0.74%
Ultratech Cement Ltd
Cement & Cement Products
0.71%1.48%0.71%
Hindustan Aeronautics Ltd
Aerospace & Defense
0.63%0.90%0.63%
Sun Pharmaceutical Industries Ltd
Pharmaceuticals & Biotechnology
0.63%2.08%0.63%
United Spirits Ltd
Beverages
0.79%0.55%0.55%
Jubilant Foodworks Ltd
Leisure Services
0.55%0.75%0.55%

Unique to CANARA ROBECO BALANCED ADVANTA

All top holdings are shared with the other fund.

Unique to LIC MF LARGE CAP

  • Hindustan Unilever Ltd.2.55%

Sector Overlap Breakdown

Banks
17.6% (4)
Petroleum Products
5.3% (1)
Construction
3.6% (1)
Telecom - Services
3.0% (1)
IT - Software
2.9% (2)
Automobiles
2.8% (2)
Finance
2.4% (2)
Aerospace & Defense
1.7% (2)
Insurance
1.5% (1)
Beverages
1.4% (2)
Retailing
1.3% (1)
Diversified FMCG
1.1% (1)
Transport Services
0.8% (1)
Power
0.8% (1)
Cement & Cement Products
0.7% (1)
Pharmaceuticals & Biotechnology
0.6% (1)
Leisure Services
0.6% (1)

More comparisons for CANARA ROBECO BALANCED ADVANTA

More comparisons for LIC MF LARGE CAP

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