CANARA ROBECO FLEXICAP FUND vs CANARA ROBECO VALUE FUND

Canara Robeco vs Canara Robeco· Portfolio Overlap Analysis

51.6%High Overlap
27 common stocksRank #8580 / 20,000

Investor takeaway: At 51.6% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (27)

StockWt% in CANARA ROBECO FLEXICAPWt% in CANARA ROBECO VALUEOverlap
HDFC Bank Ltd
Banks
7.60%7.23%7.23%
ICICI Bank Ltd
Banks
6.59%7.26%6.59%
Reliance Industries Ltd
Petroleum Products
3.85%4.73%3.85%
State Bank of India
Banks
3.50%4.03%3.50%
Larsen & Toubro Ltd
Construction
3.35%3.66%3.35%
Bharti Airtel Ltd
Telecom - Services
3.31%3.66%3.31%
Infosys Ltd
IT - Software
2.93%3.27%2.93%
Axis Bank Ltd
Banks
2.29%2.61%2.29%
Bharat Electronics Ltd
Aerospace & Defense
1.67%1.97%1.67%
KEI Industries Ltd
Industrial Products
1.49%1.98%1.49%
Varun Beverages Ltd
Beverages
1.45%1.98%1.45%
NTPC Ltd
Power
1.40%3.24%1.40%
SBI Life Insurance Co Ltd
Insurance
1.30%1.80%1.30%
Maruti Suzuki India Ltd
Automobiles
1.35%1.26%1.26%
Interglobe Aviation Ltd
Transport Services
1.24%1.73%1.24%
Multi Commodity Exchange Of India Ltd
Capital Markets
1.12%2.05%1.12%
Tech Mahindra Ltd
IT - Software
1.21%1.11%1.11%
Sun Pharmaceutical Industries Ltd
Pharmaceuticals & Biotechnology
1.60%1.04%1.04%
ITC Ltd
Diversified FMCG
0.98%1.57%0.98%
Samvardhana Motherson International Ltd
Auto Components
0.93%1.96%0.93%
Hindustan Aeronautics Ltd
Aerospace & Defense
0.84%1.30%0.84%
Info Edge (India) Ltd
Retailing
0.60%0.74%0.60%
J.B. Chemicals & Pharmaceuticals Ltd
Pharmaceuticals & Biotechnology
0.55%1.77%0.55%
Crompton Greaves Consumer Electricals Ltd
Consumer Durables
0.54%0.64%0.54%
Jyothy Labs Ltd
Household Products
0.43%0.44%0.43%
K.P.R. Mill Ltd
Textiles & Apparels
0.35%0.78%0.35%
HCL Technologies Ltd
IT - Software
0.21%1.20%0.21%

Unique to CANARA ROBECO FLEXICAP

  • Mahindra & Mahindra Ltd2.67%
  • Bajaj Finance Ltd2.57%

Unique to CANARA ROBECO VALUE

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
19.6% (4)
IT - Software
4.3% (3)
Petroleum Products
3.9% (1)
Construction
3.4% (1)
Telecom - Services
3.3% (1)
Aerospace & Defense
2.5% (2)
Pharmaceuticals & Biotechnology
1.6% (2)
Industrial Products
1.5% (1)
Beverages
1.4% (1)
Power
1.4% (1)
Insurance
1.3% (1)
Automobiles
1.3% (1)
Transport Services
1.2% (1)
Capital Markets
1.1% (1)
Diversified FMCG
1.0% (1)
Auto Components
0.9% (1)
Retailing
0.6% (1)
Consumer Durables
0.5% (1)
Household Products
0.4% (1)
Textiles & Apparels
0.3% (1)

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