CANARA ROBECO FLEXICAP FUND vs Shriram ELSS Tax Saver Fund
Canara Robeco vs Shriram· Portfolio Overlap Analysis
46.1%High Overlap
24 common stocksRank #14442 / 20,000
Investor takeaway: At 46.1% 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 Shriram ELSS Tax Saver | Overlap |
|---|---|---|---|
HDFC Bank Ltd Banks | 7.60% | 7.23% | 7.23% |
ICICI Bank Ltd Banks | 6.59% | 4.93% | 4.93% |
State Bank of India Banks | 3.50% | 4.73% | 3.50% |
Bharti Airtel Ltd Telecom - Services | 3.31% | 3.81% | 3.31% |
Reliance Industries Ltd Petroleum Products | 3.85% | 3.16% | 3.16% |
Infosys Ltd IT - Software | 2.93% | 2.79% | 2.79% |
Mahindra & Mahindra Ltd Automobiles | 2.67% | 2.94% | 2.67% |
Larsen & Toubro Ltd Construction | 3.35% | 2.62% | 2.62% |
Axis Bank Ltd Banks | 2.29% | 3.11% | 2.29% |
Bharat Electronics Ltd Aerospace & Defense | 1.67% | 1.91% | 1.67% |
TVS Motor Co Ltd Automobiles | 1.92% | 1.55% | 1.55% |
NTPC Ltd Power | 1.40% | 2.57% | 1.40% |
SBI Life Insurance Co Ltd Insurance | 1.30% | 1.31% | 1.30% |
Interglobe Aviation Ltd Transport Services | 1.24% | 2.20% | 1.24% |
ITC Ltd Diversified FMCG | 0.98% | 1.85% | 0.98% |
Eternal Ltd Retailing | 1.87% | 0.96% | 0.96% |
Maruti Suzuki India Ltd Automobiles | 1.35% | 0.94% | 0.94% |
Tata Consultancy Services Ltd IT - Software | 0.85% | 1.78% | 0.85% |
Tech Mahindra Ltd IT - Software | 1.21% | 0.83% | 0.83% |
Varun Beverages Ltd Beverages | 1.45% | 0.56% | 0.56% |
Computer Age Management Services Ltd Capital Markets | 0.54% | 0.90% | 0.54% |
Coforge Ltd IT - Software | 0.43% | 0.40% | 0.40% |
HCL Technologies Ltd IT - Software | 0.21% | 0.91% | 0.21% |
Persistent Systems Ltd IT - Software | 0.16% | 0.42% | 0.16% |
Unique to CANARA ROBECO FLEXICAP
- Bajaj Finance Ltd2.57%
Unique to Shriram ELSS Tax Saver
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks17.9% (4)
IT - Software5.2% (6)
Automobiles5.2% (3)
Telecom - Services3.3% (1)
Petroleum Products3.2% (1)
Construction2.6% (1)
Aerospace & Defense1.7% (1)
Power1.4% (1)
Insurance1.3% (1)
Transport Services1.2% (1)
Diversified FMCG1.0% (1)
Retailing1.0% (1)
Beverages0.6% (1)
Capital Markets0.5% (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 Shriram ELSS Tax Saver
- vs Shriram Flexi Cap96.1% · 70 stocks
- vs Shriram Balanced Advantage54.1% · 43 stocks
- vs Kotak Large Cap53.4% · 25 stocks
- vs Shriram Aggressive Hybrid53.3% · 47 stocks
- vs EDELWEISS LARGE CAP53.0% · 31 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.