CANARA ROBECO FOCUSED FUND vs Invesco India Largecap Fund

Canara Robeco vs Invesco· Portfolio Overlap Analysis

51.8%High Overlap
18 common stocksRank #8358 / 20,000

Investor takeaway: At 51.8% 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 (18)

StockWt% in CANARA ROBECO FOCUSEDWt% in Invesco India LargecapOverlap
ICICI Bank Ltd
Banks
8.68%7.86%7.86%
HDFC Bank Ltd
Banks
7.09%7.22%7.09%
Larsen & Toubro Ltd
Construction
4.43%4.36%4.36%
Infosys Ltd
IT - Software
4.04%4.68%4.04%
Bajaj Finance Ltd
Finance
3.97%3.93%3.93%
Bharti Airtel Ltd
Telecom - Services
3.69%3.54%3.54%
Eternal Ltd
Retailing
3.16%3.07%3.07%
Torrent Pharmaceuticals Ltd
Pharmaceuticals & Biotechnology
2.91%2.95%2.91%
Interglobe Aviation Ltd
Transport Services
2.37%3.22%2.37%
Ultratech Cement Ltd
Cement & Cement Products
2.83%2.28%2.28%
Axis Bank Ltd
Banks
3.07%2.27%2.27%
Max Healthcare Institute Ltd
Healthcare Services
3.28%2.07%2.07%
Mahindra & Mahindra Ltd
Automobiles
2.71%1.56%1.56%
Divi's Laboratories Ltd
Pharmaceuticals & Biotechnology
3.69%1.13%1.13%
Vishal Mega Mart Ltd
Retailing
2.25%1.04%1.04%
Bharat Electronics Ltd
Aerospace & Defense
3.16%0.93%0.93%
PB Fintech Ltd
Financial Technology (Fintech)
1.87%0.89%0.89%
Trent Ltd
Retailing
2.02%0.49%0.49%

Unique to CANARA ROBECO FOCUSED

  • Reliance Industries Ltd4.79%
  • TVS Motor Co Ltd4.25%
  • State Bank of India3.58%

Unique to Invesco India Largecap

  • ICICI Prudential Asset Management Company Limited5.88%

Sector Overlap Breakdown

Banks
17.2% (3)
Retailing
4.6% (3)
Construction
4.4% (1)
IT - Software
4.0% (1)
Pharmaceuticals & Biotechnology
4.0% (2)
Finance
3.9% (1)
Telecom - Services
3.5% (1)
Transport Services
2.4% (1)
Cement & Cement Products
2.3% (1)
Healthcare Services
2.1% (1)
Automobiles
1.6% (1)
Aerospace & Defense
0.9% (1)
Financial Technology (Fintech)
0.9% (1)

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