CANARA ROBECO FLEXICAP FUND vs TATA ELSS FUND

Canara Robeco vs Tata· Portfolio Overlap Analysis

45.0%High Overlap
26 common stocksRank #16036 / 20,000

Investor takeaway: At 45.0% 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 (26)

StockWt% in CANARA ROBECO FLEXICAPWt% in TATA ELSSOverlap
HDFC Bank Ltd
Banks
7.60%6.50%6.50%
ICICI Bank Ltd
Banks
6.59%6.19%6.19%
Reliance Industries Ltd
Petroleum Products
3.85%4.03%3.85%
State Bank of India
Banks
3.50%5.24%3.50%
Larsen & Toubro Ltd
Construction
3.35%3.22%3.22%
Infosys Ltd
IT - Software
2.93%2.27%2.27%
Bajaj Finance Ltd
Finance
2.57%1.66%1.66%
Sun Pharmaceutical Industries Ltd
Pharmaceuticals & Biotechnology
1.60%1.77%1.60%
KEI Industries Ltd
Industrial Products
1.49%1.58%1.49%
NTPC Ltd
Power
1.40%2.82%1.40%
Bharat Electronics Ltd
Aerospace & Defense
1.67%1.36%1.36%
SBI Life Insurance Co Ltd
Insurance
1.30%1.31%1.30%
Ultratech Cement Ltd
Cement & Cement Products
1.21%1.90%1.21%
Uno Minda Ltd
Auto Components
1.46%1.12%1.12%
Multi Commodity Exchange Of India Ltd
Capital Markets
1.12%1.08%1.08%
Eternal Ltd
Retailing
1.87%1.07%1.07%
PB Fintech Ltd
Financial Technology (Fintech)
1.03%1.22%1.03%
Cummins India Ltd
Industrial Products
1.02%2.41%1.02%
PI Industries Ltd
Fertilizers & Agrochemicals
1.05%1.00%1.00%
Samvardhana Motherson International Ltd
Auto Components
0.93%2.91%0.93%
Interglobe Aviation Ltd
Transport Services
1.24%0.88%0.88%
Abbott India Ltd
Pharmaceuticals & Biotechnology
0.63%0.81%0.63%
Indian Hotels Co Ltd
Leisure Services
1.29%0.47%0.47%
HCL Technologies Ltd
IT - Software
0.21%1.26%0.21%
Hindalco Industries Ltd
Non - Ferrous Metals
0.01%1.47%0.01%
Kwality Wall’s India Ltd
Food Products
0.01%0.00%0.00%

Unique to CANARA ROBECO FLEXICAP

  • Bharti Airtel Ltd3.31%
  • Mahindra & Mahindra Ltd2.67%
  • Axis Bank Ltd2.29%

Unique to TATA ELSS

  • PRICOL LTD.2.25%

Sector Overlap Breakdown

Banks
16.2% (3)
Petroleum Products
3.9% (1)
Construction
3.2% (1)
Industrial Products
2.5% (2)
IT - Software
2.5% (2)
Pharmaceuticals & Biotechnology
2.2% (2)
Auto Components
2.0% (2)
Finance
1.7% (1)
Power
1.4% (1)
Aerospace & Defense
1.4% (1)
Insurance
1.3% (1)
Cement & Cement Products
1.2% (1)
Capital Markets
1.1% (1)
Retailing
1.1% (1)
Financial Technology (Fintech)
1.0% (1)
Fertilizers & Agrochemicals
1.0% (1)
Transport Services
0.9% (1)
Leisure Services
0.5% (1)
Non - Ferrous Metals
0.0% (1)
Food Products
0.0% (1)

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