CANARA ROBECO FLEXICAP FUND vs Motilal Oswal Large Cap Fund

Canara Robeco vs Motilal· Portfolio Overlap Analysis

52.6%High Overlap
26 common stocksRank #7804 / 20,000

Investor takeaway: At 52.6% 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 (26)

StockWt% in CANARA ROBECO FLEXICAPWt% in Motilal Oswal Large CapOverlap
HDFC Bank Ltd
Banks
7.60%8.90%7.60%
ICICI Bank Ltd
Banks
6.59%6.59%6.59%
Reliance Industries Ltd
Petroleum Products
3.85%6.23%3.85%
State Bank of India
Banks
3.50%3.42%3.42%
Larsen & Toubro Ltd
Construction
3.35%3.43%3.35%
Bharti Airtel Ltd
Telecom - Services
3.31%4.30%3.31%
Infosys Ltd
IT - Software
2.93%3.32%2.93%
Axis Bank Ltd
Banks
2.29%2.28%2.28%
Mahindra & Mahindra Ltd
Automobiles
2.67%2.04%2.04%
Bajaj Finance Ltd
Finance
2.57%1.54%1.54%
NTPC Ltd
Power
1.40%1.54%1.40%
Maruti Suzuki India Ltd
Automobiles
1.35%1.74%1.35%
SBI Life Insurance Co Ltd
Insurance
1.30%1.38%1.30%
Interglobe Aviation Ltd
Transport Services
1.24%1.19%1.19%
Sun Pharmaceutical Industries Ltd
Pharmaceuticals & Biotechnology
1.60%1.18%1.18%
CG Power and Industrial Solutions Ltd
Electrical Equipment
1.14%1.69%1.14%
Varun Beverages Ltd
Beverages
1.45%1.11%1.11%
Eternal Ltd
Retailing
1.87%0.99%0.99%
ITC Ltd
Diversified FMCG
0.98%0.97%0.97%
Titan Co Ltd
Consumer Durables
1.48%0.93%0.93%
Tech Mahindra Ltd
IT - Software
1.21%0.93%0.93%
Samvardhana Motherson International Ltd
Auto Components
0.93%1.54%0.93%
Tata Consultancy Services Ltd
IT - Software
0.85%2.28%0.85%
Trent Ltd
Retailing
0.90%0.55%0.55%
J.B. Chemicals & Pharmaceuticals Ltd
Pharmaceuticals & Biotechnology
0.55%1.67%0.55%
Kotak Mahindra Bank Ltd
Banks
0.31%1.92%0.31%

Unique to CANARA ROBECO FLEXICAP

All top holdings are shared with the other fund.

Unique to Motilal Oswal Large Cap

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
20.2% (5)
IT - Software
4.7% (3)
Petroleum Products
3.9% (1)
Automobiles
3.4% (2)
Construction
3.4% (1)
Telecom - Services
3.3% (1)
Pharmaceuticals & Biotechnology
1.7% (2)
Finance
1.5% (1)
Retailing
1.5% (2)
Power
1.4% (1)
Insurance
1.3% (1)
Transport Services
1.2% (1)
Electrical Equipment
1.1% (1)
Beverages
1.1% (1)
Diversified FMCG
1.0% (1)
Consumer Durables
0.9% (1)
Auto Components
0.9% (1)

More comparisons for CANARA ROBECO FLEXICAP

More comparisons for Motilal Oswal Large Cap

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