CANARA ROBECO BALANCED ADVANTAGE FUND vs Motilal Oswal Large Cap Fund

Canara Robeco vs Motilal· Portfolio Overlap Analysis

47.2%High Overlap
24 common stocksRank #13018 / 20,000

Investor takeaway: At 47.2% 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 (24)

StockWt% in CANARA ROBECO BALANCED ADVANTAWt% in Motilal Oswal Large CapOverlap
HDFC Bank Ltd
Banks
7.39%8.90%7.39%
Reliance Industries Ltd
Petroleum Products
5.30%6.23%5.30%
ICICI Bank Ltd
Banks
4.32%6.59%4.32%
Larsen & Toubro Ltd
Construction
3.56%3.43%3.43%
State Bank of India
Banks
3.43%3.42%3.42%
Bharti Airtel Ltd
Telecom - Services
2.96%4.30%2.96%
Axis Bank Ltd
Banks
2.58%2.28%2.28%
Infosys Ltd
IT - Software
2.20%3.32%2.20%
Mahindra & Mahindra Ltd
Automobiles
1.87%2.04%1.87%
Power Finance Corporation Ltd
Finance
2.32%1.40%1.40%
SBI Life Insurance Co Ltd
Insurance
1.52%1.38%1.38%
Bajaj Finance Ltd
Finance
1.36%1.54%1.36%
Samvardhana Motherson International Ltd
Auto Components
1.21%1.54%1.21%
Varun Beverages Ltd
Beverages
1.03%1.11%1.03%
Eternal Ltd
Retailing
1.42%0.99%0.99%
ITC Ltd
Diversified FMCG
1.12%0.97%0.97%
Maruti Suzuki India Ltd
Automobiles
0.95%1.74%0.95%
Tech Mahindra Ltd
IT - Software
0.84%0.93%0.84%
Interglobe Aviation Ltd
Transport Services
0.84%1.19%0.84%
Tata Consultancy Services Ltd
IT - Software
0.74%2.28%0.74%
CG Power and Industrial Solutions Ltd
Electrical Equipment
0.66%1.69%0.66%
Sun Pharmaceutical Industries Ltd
Pharmaceuticals & Biotechnology
0.63%1.18%0.63%
Cholamandalam Financial Holdings Ltd
Finance
0.60%1.26%0.60%
NTPC Ltd
Power
0.44%1.54%0.44%

Unique to CANARA ROBECO BALANCED ADVANTA

All top holdings are shared with the other fund.

Unique to Motilal Oswal Large Cap

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
17.4% (4)
Petroleum Products
5.3% (1)
IT - Software
3.8% (3)
Construction
3.4% (1)
Finance
3.4% (3)
Telecom - Services
3.0% (1)
Automobiles
2.8% (2)
Insurance
1.4% (1)
Auto Components
1.2% (1)
Beverages
1.0% (1)
Retailing
1.0% (1)
Diversified FMCG
1.0% (1)
Transport Services
0.8% (1)
Electrical Equipment
0.7% (1)
Pharmaceuticals & Biotechnology
0.6% (1)
Power
0.4% (1)

More comparisons for CANARA ROBECO BALANCED ADVANTA

More comparisons for Motilal Oswal Large Cap

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