CANARA ROBECO FLEXICAP FUND vs Invesco India Largecap Fund

Canara Robeco vs Invesco· Portfolio Overlap Analysis

48.8%High Overlap
28 common stocksRank #11348 / 20,000

Investor takeaway: At 48.8% 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 (28)

StockWt% in CANARA ROBECO FLEXICAPWt% in Invesco India LargecapOverlap
HDFC Bank Ltd
Banks
7.60%7.22%7.22%
ICICI Bank Ltd
Banks
6.59%7.86%6.59%
Larsen & Toubro Ltd
Construction
3.35%4.36%3.35%
Bharti Airtel Ltd
Telecom - Services
3.31%3.54%3.31%
Infosys Ltd
IT - Software
2.93%4.68%2.93%
Bajaj Finance Ltd
Finance
2.57%3.93%2.57%
Axis Bank Ltd
Banks
2.29%2.27%2.27%
Eternal Ltd
Retailing
1.87%3.07%1.87%
Mahindra & Mahindra Ltd
Automobiles
2.67%1.56%1.56%
Titan Co Ltd
Consumer Durables
1.48%2.55%1.48%
Max Healthcare Institute Ltd
Healthcare Services
1.37%2.07%1.37%
Interglobe Aviation Ltd
Transport Services
1.24%3.22%1.24%
Ultratech Cement Ltd
Cement & Cement Products
1.21%2.28%1.21%
Tech Mahindra Ltd
IT - Software
1.21%2.51%1.21%
Cholamandalam Investment and Finance Co Ltd
Finance
1.16%2.27%1.16%
CG Power and Industrial Solutions Ltd
Electrical Equipment
1.14%1.75%1.14%
Divi's Laboratories Ltd
Pharmaceuticals & Biotechnology
1.48%1.13%1.13%
Multi Commodity Exchange Of India Ltd
Capital Markets
1.12%1.72%1.12%
Vishal Mega Mart Ltd
Retailing
1.25%1.04%1.04%
Bharat Electronics Ltd
Aerospace & Defense
1.67%0.93%0.93%
Samvardhana Motherson International Ltd
Auto Components
0.93%1.18%0.93%
PB Fintech Ltd
Financial Technology (Fintech)
1.03%0.89%0.89%
Hindustan Aeronautics Ltd
Aerospace & Defense
0.84%0.98%0.84%
Dixon Technologies (India) Ltd
Consumer Durables
0.55%0.54%0.54%
Trent Ltd
Retailing
0.90%0.49%0.49%
Coforge Ltd
IT - Software
0.43%0.94%0.43%
Hindalco Industries Ltd
Non - Ferrous Metals
0.01%0.98%0.01%
Kwality Wall’s India Ltd
Food Products
0.01%0.03%0.01%

Unique to CANARA ROBECO FLEXICAP

  • Reliance Industries Ltd3.85%
  • State Bank of India3.50%

Unique to Invesco India Largecap

  • ICICI Prudential Asset Management Company Limited5.88%
  • Torrent Pharmaceuticals Limited2.95%

Sector Overlap Breakdown

Banks
16.1% (3)
IT - Software
4.6% (3)
Finance
3.7% (2)
Retailing
3.4% (3)
Construction
3.4% (1)
Telecom - Services
3.3% (1)
Consumer Durables
2.0% (2)
Aerospace & Defense
1.8% (2)
Automobiles
1.6% (1)
Healthcare Services
1.4% (1)
Transport Services
1.2% (1)
Cement & Cement Products
1.2% (1)
Electrical Equipment
1.1% (1)
Pharmaceuticals & Biotechnology
1.1% (1)
Capital Markets
1.1% (1)
Auto Components
0.9% (1)
Financial Technology (Fintech)
0.9% (1)
Non - Ferrous Metals
0.0% (1)
Food Products
0.0% (1)

More comparisons for CANARA ROBECO FLEXICAP

More comparisons for Invesco India Largecap

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