CANARA ROBECO CONSUMER TRENDS FUND vs NIPPON INDIA CONSUMPTION FUND

Canara Robeco vs Nippon· Portfolio Overlap Analysis

43.5%High Overlap
16 common stocksRank #18302 / 20,000

Investor takeaway: At 43.5% 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 (16)

StockWt% in CANARA ROBECO CONSUMER TRENDSWt% in NIPPON INDIA CONSUMPTIONOverlap
Maruti Suzuki India Ltd
Automobiles
4.91%7.18%4.91%
Bharti Airtel Ltd
Telecom - Services
4.85%5.54%4.85%
Mahindra & Mahindra Ltd
Automobiles
4.18%7.90%4.18%
ITC Ltd
Diversified FMCG
4.18%6.35%4.18%
Eternal Ltd
Retailing
3.79%5.56%3.79%
Varun Beverages Ltd
Beverages
3.01%3.25%3.01%
Godrej Consumer Products Ltd
Personal Products
3.11%2.79%2.79%
Titan Co Ltd
Consumer Durables
2.73%2.96%2.73%
FSN E-Commerce Ventures Ltd
Retailing
1.97%2.49%1.97%
Asian Paints Ltd
Consumer Durables
1.83%3.05%1.83%
Trent Ltd
Retailing
1.80%3.20%1.80%
Interglobe Aviation Ltd
Transport Services
1.76%2.82%1.76%
United Breweries Ltd
Beverages
1.72%2.29%1.72%
United Spirits Ltd
Beverages
2.20%1.37%1.37%
Jubilant Foodworks Ltd
Leisure Services
2.08%1.36%1.36%
Voltas Ltd
Consumer Durables
1.96%1.21%1.21%

Unique to CANARA ROBECO CONSUMER TRENDS

  • HDFC Bank Ltd5.80%
  • Bajaj Finance Ltd4.24%
  • Britannia Industries Ltd3.96%

Unique to NIPPON INDIA CONSUMPTION

  • Hindustan Unilever Limited5.04%
  • Bajaj Auto Limited4.08%

Sector Overlap Breakdown

Automobiles
9.1% (2)
Retailing
7.6% (3)
Beverages
6.1% (3)
Consumer Durables
5.8% (3)
Telecom - Services
4.8% (1)
Diversified FMCG
4.2% (1)
Personal Products
2.8% (1)
Transport Services
1.8% (1)
Leisure Services
1.4% (1)

More comparisons for CANARA ROBECO CONSUMER TRENDS

More comparisons for NIPPON INDIA CONSUMPTION

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