CANARA ROBECO FOCUSED FUND vs Kotak Focused Fund

Canara Robeco vs Kotak· Portfolio Overlap Analysis

48.1%High Overlap
14 common stocksRank #12076 / 20,000

Investor takeaway: At 48.1% 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 (14)

StockWt% in CANARA ROBECO FOCUSEDWt% in Kotak FocusedOverlap
HDFC Bank Ltd
Banks
7.09%6.92%6.92%
ICICI Bank Ltd
Banks
8.68%5.99%5.99%
Bharti Airtel Ltd
Telecom - Services
3.69%5.05%3.69%
State Bank of India
Banks
3.58%5.42%3.58%
Reliance Industries Ltd
Petroleum Products
4.79%3.33%3.33%
Eternal Ltd
Retailing
3.16%4.23%3.16%
Bharat Electronics Ltd
Aerospace & Defense
3.16%4.20%3.16%
Axis Bank Ltd
Banks
3.07%3.35%3.07%
Larsen & Toubro Ltd
Construction
4.43%2.85%2.85%
Ultratech Cement Ltd
Cement & Cement Products
2.83%3.20%2.83%
Infosys Ltd
IT - Software
4.04%2.68%2.68%
Divi's Laboratories Ltd
Pharmaceuticals & Biotechnology
3.69%2.59%2.59%
Interglobe Aviation Ltd
Transport Services
2.37%2.96%2.37%
Ge Vernova T&D India Ltd
Electrical Equipment
1.91%3.48%1.91%

Unique to CANARA ROBECO FOCUSED

  • TVS Motor Co Ltd4.25%
  • Bajaj Finance Ltd3.97%

Unique to Kotak Focused

  • SHRIRAM FINANCE LIMITED5.85%
  • Maruti Suzuki India Limited3.74%
  • Hero MotoCorp Ltd.3.71%
  • KEI Industries Ltd.3.67%

Sector Overlap Breakdown

Banks
19.6% (4)
Telecom - Services
3.7% (1)
Petroleum Products
3.3% (1)
Retailing
3.2% (1)
Aerospace & Defense
3.2% (1)
Construction
2.9% (1)
Cement & Cement Products
2.8% (1)
IT - Software
2.7% (1)
Pharmaceuticals & Biotechnology
2.6% (1)
Transport Services
2.4% (1)
Electrical Equipment
1.9% (1)

More comparisons for CANARA ROBECO FOCUSED

More comparisons for Kotak Focused

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