CANARA ROBECO FOCUSED FUND vs EDELWEISS FOCUSED FUND

Canara Robeco vs Edelweiss· Portfolio Overlap Analysis

50.7%High Overlap
15 common stocksRank #9387 / 20,000

Investor takeaway: At 50.7% 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 (15)

StockWt% in CANARA ROBECO FOCUSEDWt% in EDELWEISS FOCUSEDOverlap
HDFC Bank Ltd
Banks
7.09%6.77%6.77%
ICICI Bank Ltd
Banks
8.68%5.85%5.85%
Reliance Industries Ltd
Petroleum Products
4.79%5.70%4.79%
Larsen & Toubro Ltd
Construction
4.43%5.99%4.43%
State Bank of India
Banks
3.58%5.39%3.58%
Infosys Ltd
IT - Software
4.04%3.21%3.21%
Bajaj Finance Ltd
Finance
3.97%3.09%3.09%
Max Healthcare Institute Ltd
Healthcare Services
3.28%2.83%2.83%
Ultratech Cement Ltd
Cement & Cement Products
2.83%3.40%2.83%
Mahindra & Mahindra Ltd
Automobiles
2.71%2.99%2.71%
TVS Motor Co Ltd
Automobiles
4.25%2.70%2.70%
Bharat Electronics Ltd
Aerospace & Defense
3.16%2.70%2.70%
Vishal Mega Mart Ltd
Retailing
2.25%1.89%1.89%
PB Fintech Ltd
Financial Technology (Fintech)
1.87%1.92%1.87%
Trent Ltd
Retailing
2.02%1.42%1.42%

Unique to CANARA ROBECO FOCUSED

  • Bharti Airtel Ltd3.69%
  • Divi's Laboratories Ltd3.69%

Unique to EDELWEISS FOCUSED

  • Shriram Finance Ltd.5.13%
  • Tata Steel Ltd.4.89%
  • Marico Ltd.4.40%
  • KEI Industries Ltd.4.19%
  • NTPC Ltd.3.43%

Sector Overlap Breakdown

Banks
16.2% (3)
Automobiles
5.4% (2)
Petroleum Products
4.8% (1)
Construction
4.4% (1)
Retailing
3.3% (2)
IT - Software
3.2% (1)
Finance
3.1% (1)
Healthcare Services
2.8% (1)
Cement & Cement Products
2.8% (1)
Aerospace & Defense
2.7% (1)
Financial Technology (Fintech)
1.9% (1)

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