CANARA ROBECO FLEXICAP FUND vs Kotak Flexicap Fund
Canara Robeco vs Kotak· Portfolio Overlap Analysis
44.0%High Overlap
24 common stocksRank #17498 / 20,000
Investor takeaway: At 44.0% 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 (24)
| Stock | Wt% in CANARA ROBECO FLEXICAP | Wt% in Kotak Flexicap | Overlap |
|---|---|---|---|
HDFC Bank Ltd Banks | 7.60% | 6.17% | 6.17% |
ICICI Bank Ltd Banks | 6.59% | 5.34% | 5.34% |
State Bank of India Banks | 3.50% | 5.03% | 3.50% |
Larsen & Toubro Ltd Construction | 3.35% | 3.99% | 3.35% |
Bharti Airtel Ltd Telecom - Services | 3.31% | 2.88% | 2.88% |
Reliance Industries Ltd Petroleum Products | 3.85% | 2.45% | 2.45% |
Infosys Ltd IT - Software | 2.93% | 2.42% | 2.42% |
Axis Bank Ltd Banks | 2.29% | 3.89% | 2.29% |
Eternal Ltd Retailing | 1.87% | 2.77% | 1.87% |
Bajaj Finance Ltd Finance | 2.57% | 1.82% | 1.82% |
Bharat Electronics Ltd Aerospace & Defense | 1.67% | 6.14% | 1.67% |
Maruti Suzuki India Ltd Automobiles | 1.35% | 2.09% | 1.35% |
Interglobe Aviation Ltd Transport Services | 1.24% | 2.29% | 1.24% |
NTPC Ltd Power | 1.40% | 1.21% | 1.21% |
Ultratech Cement Ltd Cement & Cement Products | 1.21% | 3.07% | 1.21% |
Tech Mahindra Ltd IT - Software | 1.21% | 1.12% | 1.12% |
Max Financial Services Ltd Insurance | 0.94% | 0.86% | 0.86% |
Tata Consultancy Services Ltd IT - Software | 0.85% | 1.21% | 0.85% |
Solar Industries India Ltd Chemicals & Petrochemicals | 0.77% | 2.38% | 0.77% |
Hindustan Unilever Ltd Diversified FMCG | 0.59% | 1.07% | 0.59% |
Godrej Consumer Products Ltd Personal Products | 0.76% | 0.54% | 0.54% |
Kotak Mahindra Bank Ltd Banks | 0.31% | 1.35% | 0.31% |
HCL Technologies Ltd IT - Software | 0.21% | 0.95% | 0.21% |
Hindalco Industries Ltd Non - Ferrous Metals | 0.01% | 1.22% | 0.01% |
Unique to CANARA ROBECO FLEXICAP
- Mahindra & Mahindra Ltd2.67%
Unique to Kotak Flexicap
- Jindal Steel & Power Ltd4.16%
- SRF LTD.2.82%
Sector Overlap Breakdown
Banks17.6% (5)
IT - Software4.6% (4)
Construction3.4% (1)
Telecom - Services2.9% (1)
Petroleum Products2.5% (1)
Retailing1.9% (1)
Finance1.8% (1)
Aerospace & Defense1.7% (1)
Automobiles1.4% (1)
Transport Services1.2% (1)
Power1.2% (1)
Cement & Cement Products1.2% (1)
Insurance0.9% (1)
Chemicals & Petrochemicals0.8% (1)
Diversified FMCG0.6% (1)
Personal Products0.5% (1)
Non - Ferrous Metals0.0% (1)
More comparisons for CANARA ROBECO FLEXICAP
- vs CANARA ROBECO LARGE CAP74.8% · 49 stocks
- vs ET73.8% · 52 stocks
- vs Axis ELSS Tax Saver60.7% · 43 stocks
- vs Axis Large Cap60.7% · 37 stocks
- vs CANARA ROBECO FOCUSED60.0% · 26 stocks
More comparisons for Kotak Flexicap
- vs Kotak Large & Midcap57.8% · 36 stocks
- vs Kotak Large Cap55.6% · 29 stocks
- vs Kotak ESG Exclusionary Strateg55.1% · 29 stocks
- vs Kotak Focused52.5% · 19 stocks
- vs Kotak ELSS Tax Saver51.0% · 26 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.