CANARA ROBECO FOCUSED FUND vs Kotak Large Cap Fund

Canara Robeco vs Kotak· Portfolio Overlap Analysis

50.9%High Overlap
16 common stocksRank #9129 / 20,000

Investor takeaway: At 50.9% 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 (16)

StockWt% in CANARA ROBECO FOCUSEDWt% in Kotak Large CapOverlap
ICICI Bank Ltd
Banks
8.68%7.36%7.36%
HDFC Bank Ltd
Banks
7.09%7.01%7.01%
Reliance Industries Ltd
Petroleum Products
4.79%6.39%4.79%
Larsen & Toubro Ltd
Construction
4.43%4.22%4.22%
Bharti Airtel Ltd
Telecom - Services
3.69%3.78%3.69%
State Bank of India
Banks
3.58%4.83%3.58%
Infosys Ltd
IT - Software
4.04%3.32%3.32%
Bajaj Finance Ltd
Finance
3.97%3.14%3.14%
Axis Bank Ltd
Banks
3.07%3.35%3.07%
Mahindra & Mahindra Ltd
Automobiles
2.71%2.90%2.71%
Ultratech Cement Ltd
Cement & Cement Products
2.83%2.22%2.22%
Interglobe Aviation Ltd
Transport Services
2.37%1.83%1.83%
Eternal Ltd
Retailing
3.16%1.38%1.38%
Bharat Electronics Ltd
Aerospace & Defense
3.16%1.38%1.38%
Torrent Pharmaceuticals Ltd
Pharmaceuticals & Biotechnology
2.91%0.76%0.76%
Vishal Mega Mart Ltd
Retailing
2.25%0.46%0.46%

Unique to CANARA ROBECO FOCUSED

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

Unique to Kotak Large Cap

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
21.0% (4)
Petroleum Products
4.8% (1)
Construction
4.2% (1)
Telecom - Services
3.7% (1)
IT - Software
3.3% (1)
Finance
3.1% (1)
Automobiles
2.7% (1)
Cement & Cement Products
2.2% (1)
Retailing
1.8% (2)
Transport Services
1.8% (1)
Aerospace & Defense
1.4% (1)
Pharmaceuticals & Biotechnology
0.8% (1)

More comparisons for CANARA ROBECO FOCUSED

More comparisons for Kotak Large Cap

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