CANARA ROBECO BALANCED ADVANTAGE FUND vs NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME
Canara Robeco vs Nippon· Portfolio Overlap Analysis
50.3%High Overlap
31 common stocksRank #9858 / 20,000
Investor takeaway: At 50.3% 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 (31)
| Stock | Wt% in CANARA ROBECO BALANCED ADVANTA | Wt% in NIPPON INDIA RETIREMENT FUND - | Overlap |
|---|---|---|---|
HDFC Bank Ltd Banks | 7.39% | 7.08% | 7.08% |
Reliance Industries Ltd Petroleum Products | 5.30% | 4.56% | 4.56% |
ICICI Bank Ltd Banks | 4.32% | 7.59% | 4.32% |
Larsen & Toubro Ltd Construction | 3.56% | 3.62% | 3.56% |
State Bank of India Banks | 3.43% | 3.99% | 3.43% |
Bharti Airtel Ltd Telecom - Services | 2.96% | 2.69% | 2.69% |
Axis Bank Ltd Banks | 2.58% | 3.20% | 2.58% |
Infosys Ltd IT - Software | 2.20% | 2.86% | 2.20% |
Mahindra & Mahindra Ltd Automobiles | 1.87% | 2.54% | 1.87% |
SBI Life Insurance Co Ltd Insurance | 1.52% | 1.95% | 1.52% |
Bajaj Finance Ltd Finance | 1.36% | 2.86% | 1.36% |
Eternal Ltd Retailing | 1.42% | 1.34% | 1.34% |
Power Finance Corporation Ltd Finance | 2.32% | 1.32% | 1.32% |
Samvardhana Motherson International Ltd Auto Components | 1.21% | 1.89% | 1.21% |
Cummins India Ltd Industrial Products | 1.08% | 1.56% | 1.08% |
Varun Beverages Ltd Beverages | 1.03% | 1.15% | 1.03% |
Tech Mahindra Ltd IT - Software | 0.84% | 1.84% | 0.84% |
Interglobe Aviation Ltd Transport Services | 0.84% | 1.54% | 0.84% |
United Spirits Ltd Beverages | 0.79% | 1.21% | 0.79% |
Shriram Finance Ltd Finance | 1.19% | 0.78% | 0.78% |
Crompton Greaves Consumer Electricals Ltd Consumer Durables | 0.75% | 1.15% | 0.75% |
Tata Power Co Ltd Power | 1.09% | 0.72% | 0.72% |
Britannia Industries Ltd Food Products | 0.72% | 0.77% | 0.72% |
Ultratech Cement Ltd Cement & Cement Products | 0.71% | 1.62% | 0.71% |
Hindustan Aeronautics Ltd Aerospace & Defense | 0.63% | 1.69% | 0.63% |
Bharat Petroleum Corporation Ltd Petroleum Products | 0.53% | 1.23% | 0.53% |
Info Edge (India) Ltd Retailing | 0.45% | 0.52% | 0.45% |
Hindalco Industries Ltd Non - Ferrous Metals | 0.55% | 0.44% | 0.44% |
NTPC Ltd Power | 0.44% | 2.93% | 0.44% |
PVR Inox Ltd Entertainment | 0.54% | 0.33% | 0.33% |
TVS Motor Co Ltd Automobiles | 0.19% | 0.86% | 0.19% |
Unique to CANARA ROBECO BALANCED ADVANTA
All top holdings are shared with the other fund.
Unique to NIPPON INDIA RETIREMENT FUND -
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks17.4% (4)
Petroleum Products5.1% (2)
Construction3.6% (1)
Finance3.5% (3)
IT - Software3.0% (2)
Telecom - Services2.7% (1)
Automobiles2.1% (2)
Beverages1.8% (2)
Retailing1.8% (2)
Insurance1.5% (1)
Auto Components1.2% (1)
Power1.2% (2)
Industrial Products1.1% (1)
Transport Services0.8% (1)
Consumer Durables0.8% (1)
Food Products0.7% (1)
Cement & Cement Products0.7% (1)
Aerospace & Defense0.6% (1)
Non - Ferrous Metals0.4% (1)
Entertainment0.3% (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 NIPPON INDIA RETIREMENT FUND -
- vs CANARA ROBECO LARGE CAP62.5% · 35 stocks
- vs ADITYA BIRLA SUN LIFE LARGE CA59.5% · 36 stocks
- vs CANARA ROBECO FLEXICAP58.5% · 36 stocks
- vs Kotak Large Cap57.6% · 25 stocks
- vs Nippon India Flexi Cap57.1% · 37 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.