CANARA ROBECO BALANCED ADVANTAGE FUND vs PGIM INDIA LARGE CAP FUND
Canara Robeco vs PGIM· Portfolio Overlap Analysis
47.5%High Overlap
30 common stocksRank #12696 / 20,000
Investor takeaway: At 47.5% 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 (30)
| Stock | Wt% in CANARA ROBECO BALANCED ADVANTA | Wt% in PGIM INDIA LARGE CAP | Overlap |
|---|---|---|---|
HDFC Bank Ltd Banks | 7.39% | 8.93% | 7.39% |
Reliance Industries Ltd Petroleum Products | 5.30% | 6.64% | 5.30% |
ICICI Bank Ltd Banks | 4.32% | 7.94% | 4.32% |
Larsen & Toubro Ltd Construction | 3.56% | 4.44% | 3.56% |
Bharti Airtel Ltd Telecom - Services | 2.96% | 4.72% | 2.96% |
State Bank of India Banks | 3.43% | 2.91% | 2.91% |
Infosys Ltd IT - Software | 2.20% | 1.68% | 1.68% |
Mahindra & Mahindra Ltd Automobiles | 1.87% | 1.67% | 1.67% |
Eternal Ltd Retailing | 1.42% | 2.26% | 1.42% |
Bajaj Finance Ltd Finance | 1.36% | 2.94% | 1.36% |
Power Finance Corporation Ltd Finance | 2.32% | 1.14% | 1.14% |
Samvardhana Motherson International Ltd Auto Components | 1.21% | 1.08% | 1.08% |
Cummins India Ltd Industrial Products | 1.08% | 1.24% | 1.08% |
Divi's Laboratories Ltd Pharmaceuticals & Biotechnology | 1.06% | 1.85% | 1.06% |
Varun Beverages Ltd Beverages | 1.03% | 2.11% | 1.03% |
Maruti Suzuki India Ltd Automobiles | 0.95% | 1.86% | 0.95% |
Tech Mahindra Ltd IT - Software | 0.84% | 1.21% | 0.84% |
United Spirits Ltd Beverages | 0.79% | 0.79% | 0.79% |
Bharat Electronics Ltd Aerospace & Defense | 1.09% | 0.77% | 0.77% |
ITC Ltd Diversified FMCG | 1.12% | 0.75% | 0.75% |
Tata Consultancy Services Ltd IT - Software | 0.74% | 2.56% | 0.74% |
Britannia Industries Ltd Food Products | 0.72% | 1.28% | 0.72% |
Ultratech Cement Ltd Cement & Cement Products | 0.71% | 2.04% | 0.71% |
CG Power and Industrial Solutions Ltd Electrical Equipment | 0.66% | 1.29% | 0.66% |
Sun Pharmaceutical Industries Ltd Pharmaceuticals & Biotechnology | 0.63% | 0.91% | 0.63% |
Shriram Finance Ltd Finance | 1.19% | 0.56% | 0.56% |
Hindalco Industries Ltd Non - Ferrous Metals | 0.55% | 0.65% | 0.55% |
NTPC Ltd Power | 0.44% | 2.13% | 0.44% |
ICICI Lombard General Insurance Co Ltd Insurance | 0.20% | 1.03% | 0.20% |
TVS Motor Co Ltd Automobiles | 0.19% | 2.13% | 0.19% |
Unique to CANARA ROBECO BALANCED ADVANTA
- Axis Bank Ltd2.58%
Unique to PGIM INDIA LARGE CAP
- Kotak Mahindra Bank Ltd.2.94%
- Titan Company Ltd.2.30%
Sector Overlap Breakdown
Banks14.6% (3)
Petroleum Products5.3% (1)
Construction3.6% (1)
IT - Software3.3% (3)
Finance3.1% (3)
Telecom - Services3.0% (1)
Automobiles2.8% (3)
Beverages1.8% (2)
Pharmaceuticals & Biotechnology1.7% (2)
Retailing1.4% (1)
Auto Components1.1% (1)
Industrial Products1.1% (1)
Aerospace & Defense0.8% (1)
Diversified FMCG0.8% (1)
Food Products0.7% (1)
Cement & Cement Products0.7% (1)
Electrical Equipment0.7% (1)
Non - Ferrous Metals0.6% (1)
Power0.4% (1)
Insurance0.2% (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 PGIM INDIA LARGE CAP
- vs CANARA ROBECO LARGE CAP69.5% · 37 stocks
- vs Axis Large Cap65.5% · 35 stocks
- vs PGIM INDIA FLEXI CAP64.9% · 39 stocks
- vs Baroda BNP Paribas Nifty 50 In63.1% · 28 stocks
- vs HDFC NIFTY 50 ETF63.1% · 28 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.