CANARA ROBECO FLEXICAP FUND vs Shriram Flexi Cap Fund

Canara Robeco vs Shriram· Portfolio Overlap Analysis

46.4%High Overlap
24 common stocksRank #14018 / 20,000

Investor takeaway: At 46.4% 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 (24)

StockWt% in CANARA ROBECO FLEXICAPWt% in Shriram Flexi CapOverlap
HDFC Bank Ltd
Banks
7.60%7.33%7.33%
ICICI Bank Ltd
Banks
6.59%4.98%4.98%
State Bank of India
Banks
3.50%4.78%3.50%
Bharti Airtel Ltd
Telecom - Services
3.31%3.85%3.31%
Reliance Industries Ltd
Petroleum Products
3.85%3.19%3.19%
Infosys Ltd
IT - Software
2.93%2.81%2.81%
Mahindra & Mahindra Ltd
Automobiles
2.67%2.96%2.67%
Larsen & Toubro Ltd
Construction
3.35%2.64%2.64%
Axis Bank Ltd
Banks
2.29%3.15%2.29%
Bharat Electronics Ltd
Aerospace & Defense
1.67%1.94%1.67%
TVS Motor Co Ltd
Automobiles
1.92%1.57%1.57%
NTPC Ltd
Power
1.40%2.60%1.40%
SBI Life Insurance Co Ltd
Insurance
1.30%1.31%1.30%
Interglobe Aviation Ltd
Transport Services
1.24%2.13%1.24%
Eternal Ltd
Retailing
1.87%0.98%0.98%
ITC Ltd
Diversified FMCG
0.98%1.99%0.98%
Maruti Suzuki India Ltd
Automobiles
1.35%0.97%0.97%
Tata Consultancy Services Ltd
IT - Software
0.85%1.80%0.85%
Tech Mahindra Ltd
IT - Software
1.21%0.84%0.84%
Varun Beverages Ltd
Beverages
1.45%0.60%0.60%
Computer Age Management Services Ltd
Capital Markets
0.54%0.91%0.54%
Coforge Ltd
IT - Software
0.43%0.40%0.40%
HCL Technologies Ltd
IT - Software
0.21%0.92%0.21%
Persistent Systems Ltd
IT - Software
0.16%0.46%0.16%

Unique to CANARA ROBECO FLEXICAP

  • Bajaj Finance Ltd2.57%

Unique to Shriram Flexi Cap

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
18.1% (4)
IT - Software
5.3% (6)
Automobiles
5.2% (3)
Telecom - Services
3.3% (1)
Petroleum Products
3.2% (1)
Construction
2.6% (1)
Aerospace & Defense
1.7% (1)
Power
1.4% (1)
Insurance
1.3% (1)
Transport Services
1.2% (1)
Retailing
1.0% (1)
Diversified FMCG
1.0% (1)
Beverages
0.6% (1)
Capital Markets
0.5% (1)

More comparisons for CANARA ROBECO FLEXICAP

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