CANARA ROBECO LARGE CAP FUND vs DSP Large Cap Fund

Canara Robeco vs DSP· Portfolio Overlap Analysis

42.4%High Overlap
16 common stocksRank #19752 / 20,000

Investor takeaway: At 42.4% 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 LARGE CAPWt% in DSP Large CapOverlap
HDFC Bank Ltd
Banks
8.87%9.38%8.87%
ICICI Bank Ltd
Banks
8.14%8.35%8.14%
Infosys Ltd
IT - Software
3.60%5.14%3.60%
Mahindra & Mahindra Ltd
Automobiles
3.32%4.68%3.32%
Axis Bank Ltd
Banks
3.21%5.55%3.21%
Bajaj Finance Ltd
Finance
2.93%2.64%2.64%
State Bank of India
Banks
4.59%2.54%2.54%
Kotak Mahindra Bank Ltd
Banks
2.27%5.12%2.27%
SBI Life Insurance Co Ltd
Insurance
1.65%2.94%1.65%
NTPC Ltd
Power
1.50%5.26%1.50%
ITC Ltd
Diversified FMCG
1.38%6.67%1.38%
Maruti Suzuki India Ltd
Automobiles
1.60%1.11%1.11%
Samvardhana Motherson International Ltd
Auto Components
0.80%3.52%0.80%
ICICI Prudential Asset Management Co Ltd
Capital Markets
0.80%1.34%0.80%
HCL Technologies Ltd
IT - Software
0.40%0.87%0.40%
Tata Motors Ltd
Agricultural, Commercial & Construction Vehicles
0.19%0.84%0.19%

Unique to CANARA ROBECO LARGE CAP

  • Reliance Industries Ltd5.22%
  • Larsen & Toubro Ltd4.33%
  • Bharti Airtel Ltd4.25%

Unique to DSP Large Cap

  • Cipla Limited3.90%

Sector Overlap Breakdown

Banks
25.0% (5)
Automobiles
4.4% (2)
IT - Software
4.0% (2)
Finance
2.6% (1)
Insurance
1.6% (1)
Power
1.5% (1)
Diversified FMCG
1.4% (1)
Auto Components
0.8% (1)
Capital Markets
0.8% (1)
Agricultural, Commercial & Construction Vehicles
0.2% (1)

More comparisons for CANARA ROBECO LARGE CAP

More comparisons for DSP Large Cap

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