CANARA ROBECO FOCUSED FUND vs LIC MF LARGE CAP FUND

Canara Robeco vs LIC· Portfolio Overlap Analysis

50.0%High Overlap
17 common stocksRank #10214 / 20,000

Investor takeaway: At 50.0% 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 (17)

StockWt% in CANARA ROBECO FOCUSEDWt% in LIC MF LARGE CAPOverlap
ICICI Bank Ltd
Banks
8.68%8.03%8.03%
HDFC Bank Ltd
Banks
7.09%9.31%7.09%
Reliance Industries Ltd
Petroleum Products
4.79%6.45%4.79%
Larsen & Toubro Ltd
Construction
4.43%5.64%4.43%
Bharti Airtel Ltd
Telecom - Services
3.69%4.06%3.69%
State Bank of India
Banks
3.58%3.32%3.32%
Axis Bank Ltd
Banks
3.07%2.79%2.79%
Infosys Ltd
IT - Software
4.04%2.73%2.73%
Mahindra & Mahindra Ltd
Automobiles
2.71%2.16%2.16%
SBI Life Insurance Co Ltd
Insurance
2.97%1.92%1.92%
Bharat Electronics Ltd
Aerospace & Defense
3.16%1.75%1.75%
Interglobe Aviation Ltd
Transport Services
2.37%1.50%1.50%
Ultratech Cement Ltd
Cement & Cement Products
2.83%1.48%1.48%
Eternal Ltd
Retailing
3.16%1.34%1.34%
Trent Ltd
Retailing
2.02%1.33%1.33%
Varun Beverages Ltd
Beverages
2.51%0.88%0.88%
Indian Hotels Co Ltd
Leisure Services
2.30%0.78%0.78%

Unique to CANARA ROBECO FOCUSED

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

Unique to LIC MF LARGE CAP

  • ITC Ltd.2.57%
  • Hindustan Unilever Ltd.2.55%

Sector Overlap Breakdown

Banks
21.2% (4)
Petroleum Products
4.8% (1)
Construction
4.4% (1)
Telecom - Services
3.7% (1)
IT - Software
2.7% (1)
Retailing
2.7% (2)
Automobiles
2.2% (1)
Insurance
1.9% (1)
Aerospace & Defense
1.8% (1)
Transport Services
1.5% (1)
Cement & Cement Products
1.5% (1)
Beverages
0.9% (1)
Leisure Services
0.8% (1)

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