CANARA ROBECO FOCUSED FUND vs NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME
Canara Robeco vs Nippon· Portfolio Overlap Analysis
50.8%High Overlap
19 common stocksRank #9303 / 20,000
Investor takeaway: At 50.8% 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 (19)
| Stock | Wt% in CANARA ROBECO FOCUSED | Wt% in NIPPON INDIA RETIREMENT FUND - | Overlap |
|---|---|---|---|
ICICI Bank Ltd Banks | 8.68% | 7.59% | 7.59% |
HDFC Bank Ltd Banks | 7.09% | 7.08% | 7.08% |
Reliance Industries Ltd Petroleum Products | 4.79% | 4.56% | 4.56% |
Larsen & Toubro Ltd Construction | 4.43% | 3.62% | 3.62% |
State Bank of India Banks | 3.58% | 3.99% | 3.58% |
Axis Bank Ltd Banks | 3.07% | 3.20% | 3.07% |
Infosys Ltd IT - Software | 4.04% | 2.86% | 2.86% |
Bajaj Finance Ltd Finance | 3.97% | 2.86% | 2.86% |
Bharti Airtel Ltd Telecom - Services | 3.69% | 2.69% | 2.69% |
Mahindra & Mahindra Ltd Automobiles | 2.71% | 2.54% | 2.54% |
SBI Life Insurance Co Ltd Insurance | 2.97% | 1.95% | 1.95% |
Ultratech Cement Ltd Cement & Cement Products | 2.83% | 1.62% | 1.62% |
Interglobe Aviation Ltd Transport Services | 2.37% | 1.54% | 1.54% |
Eternal Ltd Retailing | 3.16% | 1.34% | 1.34% |
Varun Beverages Ltd Beverages | 2.51% | 1.15% | 1.15% |
TVS Motor Co Ltd Automobiles | 4.25% | 0.86% | 0.86% |
PB Fintech Ltd Financial Technology (Fintech) | 1.87% | 0.76% | 0.76% |
Indian Hotels Co Ltd Leisure Services | 2.30% | 0.57% | 0.57% |
Info Edge (India) Ltd Retailing | 1.71% | 0.52% | 0.52% |
Unique to CANARA ROBECO FOCUSED
- Divi's Laboratories Ltd3.69%
Unique to NIPPON INDIA RETIREMENT FUND -
- NTPC Limited2.93%
Sector Overlap Breakdown
Banks21.3% (4)
Petroleum Products4.6% (1)
Construction3.6% (1)
Automobiles3.4% (2)
IT - Software2.9% (1)
Finance2.9% (1)
Telecom - Services2.7% (1)
Insurance1.9% (1)
Retailing1.9% (2)
Cement & Cement Products1.6% (1)
Transport Services1.5% (1)
Beverages1.1% (1)
Financial Technology (Fintech)0.8% (1)
Leisure Services0.6% (1)
More comparisons for CANARA ROBECO FOCUSED
- vs CANARA ROBECO LARGE CAP63.4% · 26 stocks
- vs CANARA ROBECO FLEXICAP60.0% · 26 stocks
- vs Axis Large Cap57.4% · 21 stocks
- vs ET53.7% · 24 stocks
- vs Axis ELSS Tax Saver53.3% · 25 stocks
More comparisons for NIPPON INDIA RETIREMENT FUND -
- vs CANARA ROBECO LARGE CAP62.5% · 35 stocks
- vs ADITYA BIRLA SUN LIFE LARGE CA59.5% · 36 stocks
- vs CANARA ROBECO FLEXICAP58.5% · 36 stocks
- vs Kotak Large Cap57.6% · 25 stocks
- vs Nippon India Flexi Cap57.1% · 37 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.