CANARA ROBECO FLEXICAP FUND vs PGIM INDIA LARGE CAP FUND

Canara Robeco vs PGIM· Portfolio Overlap Analysis

59.6%High Overlap
35 common stocksRank #5222 / 20,000

Investor takeaway: At 59.6% 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 (35)

StockWt% in CANARA ROBECO FLEXICAPWt% in PGIM INDIA LARGE CAPOverlap
HDFC Bank Ltd
Banks
7.60%8.93%7.60%
ICICI Bank Ltd
Banks
6.59%7.94%6.59%
Reliance Industries Ltd
Petroleum Products
3.85%6.64%3.85%
Larsen & Toubro Ltd
Construction
3.35%4.44%3.35%
Bharti Airtel Ltd
Telecom - Services
3.31%4.72%3.31%
State Bank of India
Banks
3.50%2.91%2.91%
Bajaj Finance Ltd
Finance
2.57%2.94%2.57%
TVS Motor Co Ltd
Automobiles
1.92%2.13%1.92%
Eternal Ltd
Retailing
1.87%2.26%1.87%
Infosys Ltd
IT - Software
2.93%1.68%1.68%
Mahindra & Mahindra Ltd
Automobiles
2.67%1.67%1.67%
Divi's Laboratories Ltd
Pharmaceuticals & Biotechnology
1.48%1.85%1.48%
Titan Co Ltd
Consumer Durables
1.48%2.30%1.48%
Varun Beverages Ltd
Beverages
1.45%2.11%1.45%
NTPC Ltd
Power
1.40%2.13%1.40%
Maruti Suzuki India Ltd
Automobiles
1.35%1.86%1.35%
Ultratech Cement Ltd
Cement & Cement Products
1.21%2.04%1.21%
Tech Mahindra Ltd
IT - Software
1.21%1.21%1.21%
CG Power and Industrial Solutions Ltd
Electrical Equipment
1.14%1.29%1.14%
Max Healthcare Institute Ltd
Healthcare Services
1.37%1.06%1.06%
PB Fintech Ltd
Financial Technology (Fintech)
1.03%1.06%1.03%
Cummins India Ltd
Industrial Products
1.02%1.24%1.02%
Vishal Mega Mart Ltd
Retailing
1.25%0.96%0.96%
Mankind Pharma Ltd
Pharmaceuticals & Biotechnology
0.95%1.35%0.95%
Samvardhana Motherson International Ltd
Auto Components
0.93%1.08%0.93%
Sun Pharmaceutical Industries Ltd
Pharmaceuticals & Biotechnology
1.60%0.91%0.91%
Tata Consultancy Services Ltd
IT - Software
0.85%2.56%0.85%
Bharat Electronics Ltd
Aerospace & Defense
1.67%0.77%0.77%
Solar Industries India Ltd
Chemicals & Petrochemicals
0.77%0.76%0.76%
ITC Ltd
Diversified FMCG
0.98%0.75%0.75%
Dixon Technologies (India) Ltd
Consumer Durables
0.55%0.68%0.55%
Cholamandalam Investment and Finance Co Ltd
Finance
1.16%0.54%0.54%
Kotak Mahindra Bank Ltd
Banks
0.31%2.94%0.31%
Persistent Systems Ltd
IT - Software
0.16%1.31%0.16%
Hindalco Industries Ltd
Non - Ferrous Metals
0.01%0.65%0.01%

Unique to CANARA ROBECO FLEXICAP

  • Axis Bank Ltd2.29%

Unique to PGIM INDIA LARGE CAP

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
17.4% (4)
Automobiles
4.9% (3)
IT - Software
3.9% (4)
Petroleum Products
3.9% (1)
Construction
3.4% (1)
Pharmaceuticals & Biotechnology
3.3% (3)
Telecom - Services
3.3% (1)
Finance
3.1% (2)
Retailing
2.8% (2)
Consumer Durables
2.0% (2)
Beverages
1.4% (1)
Power
1.4% (1)
Cement & Cement Products
1.2% (1)
Electrical Equipment
1.1% (1)
Healthcare Services
1.1% (1)
Financial Technology (Fintech)
1.0% (1)
Industrial Products
1.0% (1)
Auto Components
0.9% (1)
Aerospace & Defense
0.8% (1)
Chemicals & Petrochemicals
0.8% (1)
Diversified FMCG
0.8% (1)
Non - Ferrous Metals
0.0% (1)

More comparisons for CANARA ROBECO FLEXICAP

More comparisons for PGIM INDIA LARGE CAP

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