CANARA ROBECO FLEXICAP FUND vs PGIM INDIA AGGRESSIVE HYBRID EQUITY FUND

Canara Robeco vs PGIM· Portfolio Overlap Analysis

45.4%High Overlap
27 common stocksRank #15459 / 20,000

Investor takeaway: At 45.4% 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 (27)

StockWt% in CANARA ROBECO FLEXICAPWt% in PGIM INDIA AGGRESSIVE HYBRID EOverlap
HDFC Bank Ltd
Banks
7.60%6.26%6.26%
ICICI Bank Ltd
Banks
6.59%6.24%6.24%
Reliance Industries Ltd
Petroleum Products
3.85%3.75%3.75%
Larsen & Toubro Ltd
Construction
3.35%3.52%3.35%
Bharti Airtel Ltd
Telecom - Services
3.31%3.68%3.31%
State Bank of India
Banks
3.50%2.29%2.29%
Bajaj Finance Ltd
Finance
2.57%2.02%2.02%
Titan Co Ltd
Consumer Durables
1.48%2.36%1.48%
Varun Beverages Ltd
Beverages
1.45%1.72%1.45%
Max Healthcare Institute Ltd
Healthcare Services
1.37%1.42%1.37%
Mahindra & Mahindra Ltd
Automobiles
2.67%1.30%1.30%
Uno Minda Ltd
Auto Components
1.46%1.29%1.29%
Ultratech Cement Ltd
Cement & Cement Products
1.21%1.47%1.21%
Vishal Mega Mart Ltd
Retailing
1.25%1.16%1.16%
Eternal Ltd
Retailing
1.87%1.11%1.11%
Bharat Electronics Ltd
Aerospace & Defense
1.67%0.97%0.97%
TVS Motor Co Ltd
Automobiles
1.92%0.83%0.83%
Multi Commodity Exchange Of India Ltd
Capital Markets
1.12%0.81%0.81%
CG Power and Industrial Solutions Ltd
Electrical Equipment
1.14%0.77%0.77%
Solar Industries India Ltd
Chemicals & Petrochemicals
0.77%0.79%0.77%
ITC Ltd
Diversified FMCG
0.98%0.71%0.71%
Tata Consultancy Services Ltd
IT - Software
0.85%0.66%0.66%
PB Fintech Ltd
Financial Technology (Fintech)
1.03%0.58%0.58%
J.B. Chemicals & Pharmaceuticals Ltd
Pharmaceuticals & Biotechnology
0.55%1.10%0.55%
Dixon Technologies (India) Ltd
Consumer Durables
0.55%1.54%0.55%
Infosys Ltd
IT - Software
2.93%0.44%0.44%
Persistent Systems Ltd
IT - Software
0.16%1.43%0.16%

Unique to CANARA ROBECO FLEXICAP

  • Axis Bank Ltd2.29%

Unique to PGIM INDIA AGGRESSIVE HYBRID E

  • PGIM Jennison Global Equity Opportunities Fund9.68%

Sector Overlap Breakdown

Banks
14.8% (3)
Petroleum Products
3.8% (1)
Construction
3.4% (1)
Telecom - Services
3.3% (1)
Retailing
2.3% (2)
Automobiles
2.1% (2)
Consumer Durables
2.0% (2)
Finance
2.0% (1)
Beverages
1.4% (1)
Healthcare Services
1.4% (1)
Auto Components
1.3% (1)
IT - Software
1.3% (3)
Cement & Cement Products
1.2% (1)
Aerospace & Defense
1.0% (1)
Capital Markets
0.8% (1)
Electrical Equipment
0.8% (1)
Chemicals & Petrochemicals
0.8% (1)
Diversified FMCG
0.7% (1)
Financial Technology (Fintech)
0.6% (1)
Pharmaceuticals & Biotechnology
0.6% (1)

More comparisons for CANARA ROBECO FLEXICAP

More comparisons for PGIM INDIA AGGRESSIVE HYBRID E

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