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)
| Stock | Wt% in CANARA ROBECO BALANCED ADVANTA | Wt% in LIC MF LARGE CAP | Overlap |
|---|---|---|---|
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
Banks17.6% (4)
Petroleum Products5.3% (1)
Construction3.6% (1)
Telecom - Services3.0% (1)
IT - Software2.9% (2)
Automobiles2.8% (2)
Finance2.4% (2)
Aerospace & Defense1.7% (2)
Insurance1.5% (1)
Beverages1.4% (2)
Retailing1.3% (1)
Diversified FMCG1.1% (1)
Transport Services0.8% (1)
Power0.8% (1)
Cement & Cement Products0.7% (1)
Pharmaceuticals & Biotechnology0.6% (1)
Leisure Services0.6% (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 LIC MF LARGE CAP
- vs HDFC NIFTY 50 ETF65.4% · 27 stocks
- vs HDFC Nifty 50 Index65.4% · 27 stocks
- vs ICICI Prudential Nifty 50 ETF65.4% · 27 stocks
- vs Mirae Asset Nifty 50 ETF65.4% · 27 stocks
- vs SBI Nifty Index65.4% · 27 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.