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)

StockWt% in CANARA ROBECO BALANCED ADVANTAWt% in PGIM INDIA LARGE CAPOverlap
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

Banks
14.6% (3)
Petroleum Products
5.3% (1)
Construction
3.6% (1)
IT - Software
3.3% (3)
Finance
3.1% (3)
Telecom - Services
3.0% (1)
Automobiles
2.8% (3)
Beverages
1.8% (2)
Pharmaceuticals & Biotechnology
1.7% (2)
Retailing
1.4% (1)
Auto Components
1.1% (1)
Industrial Products
1.1% (1)
Aerospace & Defense
0.8% (1)
Diversified FMCG
0.8% (1)
Food Products
0.7% (1)
Cement & Cement Products
0.7% (1)
Electrical Equipment
0.7% (1)
Non - Ferrous Metals
0.6% (1)
Power
0.4% (1)
Insurance
0.2% (1)

More comparisons for CANARA ROBECO BALANCED ADVANTA

More comparisons for PGIM INDIA LARGE CAP

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