CANARA ROBECO FOCUSED FUND vs CANARA ROBECO VALUE FUND

Canara Robeco vs Canara Robeco· Portfolio Overlap Analysis

44.1%High Overlap
13 common stocksRank #17428 / 20,000

Investor takeaway: At 44.1% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (13)

StockWt% in CANARA ROBECO FOCUSEDWt% in CANARA ROBECO VALUEOverlap
ICICI Bank Ltd
Banks
8.68%7.26%7.26%
HDFC Bank Ltd
Banks
7.09%7.23%7.09%
Reliance Industries Ltd
Petroleum Products
4.79%4.73%4.73%
Larsen & Toubro Ltd
Construction
4.43%3.66%3.66%
Bharti Airtel Ltd
Telecom - Services
3.69%3.66%3.66%
State Bank of India
Banks
3.58%4.03%3.58%
Infosys Ltd
IT - Software
4.04%3.27%3.27%
Axis Bank Ltd
Banks
3.07%2.61%2.61%
Varun Beverages Ltd
Beverages
2.51%1.98%1.98%
Bharat Electronics Ltd
Aerospace & Defense
3.16%1.97%1.97%
SBI Life Insurance Co Ltd
Insurance
2.97%1.80%1.80%
Interglobe Aviation Ltd
Transport Services
2.37%1.73%1.73%
Info Edge (India) Ltd
Retailing
1.71%0.74%0.74%

Unique to CANARA ROBECO FOCUSED

  • TVS Motor Co Ltd4.25%
  • Bajaj Finance Ltd3.97%
  • Divi's Laboratories Ltd3.69%

Unique to CANARA ROBECO VALUE

  • NTPC Ltd3.24%
  • Multi Commodity Exchange Of India Ltd2.05%

Sector Overlap Breakdown

Banks
20.5% (4)
Petroleum Products
4.7% (1)
Construction
3.7% (1)
Telecom - Services
3.7% (1)
IT - Software
3.3% (1)
Beverages
2.0% (1)
Aerospace & Defense
2.0% (1)
Insurance
1.8% (1)
Transport Services
1.7% (1)
Retailing
0.7% (1)

More comparisons for CANARA ROBECO FOCUSED

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