CANARA ROBECO FLEXICAP FUND vs NIPPON INDIA BALANCED ADVANTAGE FUND
Canara Robeco vs Nippon· Portfolio Overlap Analysis
48.2%High Overlap
36 common stocksRank #11980 / 20,000
Investor takeaway: At 48.2% 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 (36)
| Stock | Wt% in CANARA ROBECO FLEXICAP | Wt% in NIPPON INDIA BALANCED ADVANTAG | Overlap |
|---|---|---|---|
ICICI Bank Ltd Banks | 6.59% | 5.35% | 5.35% |
HDFC Bank Ltd Banks | 7.60% | 3.91% | 3.91% |
State Bank of India Banks | 3.50% | 3.43% | 3.43% |
Reliance Industries Ltd Petroleum Products | 3.85% | 2.66% | 2.66% |
Infosys Ltd IT - Software | 2.93% | 2.54% | 2.54% |
Bharti Airtel Ltd Telecom - Services | 3.31% | 2.33% | 2.33% |
Mahindra & Mahindra Ltd Automobiles | 2.67% | 2.30% | 2.30% |
Axis Bank Ltd Banks | 2.29% | 2.41% | 2.29% |
Larsen & Toubro Ltd Construction | 3.35% | 2.00% | 2.00% |
Bajaj Finance Ltd Finance | 2.57% | 1.90% | 1.90% |
NTPC Ltd Power | 1.40% | 2.27% | 1.40% |
TVS Motor Co Ltd Automobiles | 1.92% | 1.10% | 1.10% |
Ge Vernova T&D India Ltd Electrical Equipment | 1.79% | 1.08% | 1.08% |
Eternal Ltd Retailing | 1.87% | 1.02% | 1.02% |
ITC Ltd Diversified FMCG | 0.98% | 1.16% | 0.98% |
Cholamandalam Investment and Finance Co Ltd Finance | 1.16% | 0.96% | 0.96% |
FSN E-Commerce Ventures Ltd Retailing | 0.96% | 1.33% | 0.96% |
Samvardhana Motherson International Ltd Auto Components | 0.93% | 1.05% | 0.93% |
Maruti Suzuki India Ltd Automobiles | 1.35% | 0.87% | 0.87% |
SBI Life Insurance Co Ltd Insurance | 1.30% | 0.84% | 0.84% |
CG Power and Industrial Solutions Ltd Electrical Equipment | 1.14% | 0.79% | 0.79% |
Godrej Consumer Products Ltd Personal Products | 0.76% | 1.13% | 0.76% |
Interglobe Aviation Ltd Transport Services | 1.24% | 0.75% | 0.75% |
Tata Power Co Ltd Power | 0.94% | 0.73% | 0.73% |
Hindustan Aeronautics Ltd Aerospace & Defense | 0.84% | 0.69% | 0.69% |
Cummins India Ltd Industrial Products | 1.02% | 0.66% | 0.66% |
PB Fintech Ltd Financial Technology (Fintech) | 1.03% | 0.64% | 0.64% |
Tech Mahindra Ltd IT - Software | 1.21% | 0.63% | 0.63% |
Varun Beverages Ltd Beverages | 1.45% | 0.61% | 0.61% |
Hindustan Unilever Ltd Diversified FMCG | 0.59% | 0.90% | 0.59% |
Dixon Technologies (India) Ltd Consumer Durables | 0.55% | 0.48% | 0.48% |
Titan Co Ltd Consumer Durables | 1.48% | 0.46% | 0.46% |
Indian Hotels Co Ltd Leisure Services | 1.29% | 0.45% | 0.45% |
Coforge Ltd IT - Software | 0.43% | 0.47% | 0.43% |
Bharat Electronics Ltd Aerospace & Defense | 1.67% | 0.37% | 0.37% |
Kotak Mahindra Bank Ltd Banks | 0.31% | 1.07% | 0.31% |
Unique to CANARA ROBECO FLEXICAP
All top holdings are shared with the other fund.
Unique to NIPPON INDIA BALANCED ADVANTAG
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks15.3% (5)
Automobiles4.3% (3)
IT - Software3.6% (3)
Finance2.9% (2)
Petroleum Products2.7% (1)
Telecom - Services2.3% (1)
Power2.1% (2)
Construction2.0% (1)
Retailing2.0% (2)
Electrical Equipment1.9% (2)
Diversified FMCG1.6% (2)
Aerospace & Defense1.1% (2)
Consumer Durables0.9% (2)
Auto Components0.9% (1)
Insurance0.8% (1)
Personal Products0.8% (1)
Transport Services0.8% (1)
Industrial Products0.7% (1)
Financial Technology (Fintech)0.6% (1)
Beverages0.6% (1)
Leisure Services0.5% (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 NIPPON INDIA BALANCED ADVANTAG
- vs NIPPON INDIA RETIREMENT FUND -49.7% · 41 stocks
- vs SBI BSE 100 ETF48.8% · 47 stocks
- vs Nippon India Flexi Cap48.6% · 41 stocks
- vs ADITYA BIRLA SUN LIFE MSCI IND48.2% · 58 stocks
- vs Kotak MSCI India ETF48.2% · 58 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.