CANARA ROBECO FOCUSED FUND vs PGIM INDIA ELSS TAX SAVER FUND
Canara Robeco vs PGIM· Portfolio Overlap Analysis
49.5%High Overlap
19 common stocksRank #10699 / 20,000
Investor takeaway: At 49.5% 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 PGIM INDIA ELSS TAX SAVER | Overlap |
|---|---|---|---|
HDFC Bank Ltd Banks | 7.09% | 8.22% | 7.09% |
ICICI Bank Ltd Banks | 8.68% | 6.82% | 6.82% |
Reliance Industries Ltd Petroleum Products | 4.79% | 4.91% | 4.79% |
Bharti Airtel Ltd Telecom - Services | 3.69% | 3.84% | 3.69% |
Larsen & Toubro Ltd Construction | 4.43% | 3.40% | 3.40% |
Bajaj Finance Ltd Finance | 3.97% | 2.87% | 2.87% |
Ultratech Cement Ltd Cement & Cement Products | 2.83% | 2.48% | 2.48% |
State Bank of India Banks | 3.58% | 2.38% | 2.38% |
Uno Minda Ltd Auto Components | 2.25% | 2.22% | 2.22% |
Varun Beverages Ltd Beverages | 2.51% | 1.94% | 1.94% |
Eternal Ltd Retailing | 3.16% | 1.79% | 1.79% |
Max Healthcare Institute Ltd Healthcare Services | 3.28% | 1.76% | 1.76% |
Infosys Ltd IT - Software | 4.04% | 1.69% | 1.69% |
SBI Life Insurance Co Ltd Insurance | 2.97% | 1.21% | 1.21% |
Vishal Mega Mart Ltd Retailing | 2.25% | 1.21% | 1.21% |
Bharat Electronics Ltd Aerospace & Defense | 3.16% | 1.19% | 1.19% |
TVS Motor Co Ltd Automobiles | 4.25% | 1.12% | 1.12% |
Mahindra & Mahindra Ltd Automobiles | 2.71% | 0.98% | 0.98% |
Dr. Agarwals Health Care Ltd Healthcare Services | 0.91% | 0.84% | 0.84% |
Unique to CANARA ROBECO FOCUSED
- Divi's Laboratories Ltd3.69%
Unique to PGIM INDIA ELSS TAX SAVER
- ICICI Lombard General Insurance Co. Ltd.2.59%
- Kotak Mahindra Bank Ltd.2.40%
Sector Overlap Breakdown
Banks16.3% (3)
Petroleum Products4.8% (1)
Telecom - Services3.7% (1)
Construction3.4% (1)
Retailing3.0% (2)
Finance2.9% (1)
Healthcare Services2.6% (2)
Cement & Cement Products2.5% (1)
Auto Components2.2% (1)
Automobiles2.1% (2)
Beverages1.9% (1)
IT - Software1.7% (1)
Insurance1.2% (1)
Aerospace & Defense1.2% (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 PGIM INDIA ELSS TAX SAVER
- vs PGIM INDIA FLEXI CAP64.7% · 47 stocks
- vs PGIM INDIA LARGE CAP62.0% · 32 stocks
- vs PGIM INDIA MULTI CAP60.5% · 56 stocks
- vs PGIM INDIA RETIREMENT59.6% · 52 stocks
- vs CANARA ROBECO LARGE CAP58.0% · 30 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.