CANARA ROBECO LARGE CAP FUND vs EDELWEISS BALANCED ADVANTAGE FUND
Canara Robeco vs Edelweiss· Portfolio Overlap Analysis
49.4%High Overlap
43 common stocksRank #10799 / 20,000
Investor takeaway: At 49.4% 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 (43)
| Stock | Wt% in CANARA ROBECO LARGE CAP | Wt% in EDELWEISS BALANCED ADVANTAGE | Overlap |
|---|---|---|---|
ICICI Bank Ltd Banks | 8.14% | 4.86% | 4.86% |
Reliance Industries Ltd Petroleum Products | 5.22% | 4.27% | 4.27% |
HDFC Bank Ltd Banks | 8.87% | 3.74% | 3.74% |
Larsen & Toubro Ltd Construction | 4.33% | 3.08% | 3.08% |
Bharti Airtel Ltd Telecom - Services | 4.25% | 2.86% | 2.86% |
State Bank of India Banks | 4.59% | 2.85% | 2.85% |
Infosys Ltd IT - Software | 3.60% | 2.48% | 2.48% |
Bajaj Finance Ltd Finance | 2.93% | 1.83% | 1.83% |
Axis Bank Ltd Banks | 3.21% | 1.58% | 1.58% |
Mahindra & Mahindra Ltd Automobiles | 3.32% | 1.48% | 1.48% |
Maruti Suzuki India Ltd Automobiles | 1.60% | 1.44% | 1.44% |
ITC Ltd Diversified FMCG | 1.38% | 1.52% | 1.38% |
Tata Consultancy Services Ltd IT - Software | 1.30% | 1.41% | 1.30% |
Tech Mahindra Ltd IT - Software | 1.29% | 1.16% | 1.16% |
Sun Pharmaceutical Industries Ltd Pharmaceuticals & Biotechnology | 1.50% | 1.10% | 1.10% |
NTPC Ltd Power | 1.50% | 1.10% | 1.10% |
Cholamandalam Investment and Finance Co Ltd Finance | 1.12% | 1.10% | 1.10% |
Titan Co Ltd Consumer Durables | 1.64% | 1.05% | 1.05% |
Ultratech Cement Ltd Cement & Cement Products | 2.47% | 0.88% | 0.88% |
Tata Steel Ltd Ferrous Metals | 1.24% | 0.78% | 0.78% |
Hindustan Unilever Ltd Diversified FMCG | 0.85% | 0.77% | 0.77% |
TVS Motor Co Ltd Automobiles | 0.75% | 2.55% | 0.75% |
Eternal Ltd Retailing | 1.81% | 0.70% | 0.70% |
Britannia Industries Ltd Food Products | 0.80% | 0.66% | 0.66% |
Kotak Mahindra Bank Ltd Banks | 2.27% | 0.62% | 0.62% |
Interglobe Aviation Ltd Transport Services | 1.24% | 0.50% | 0.50% |
SBI Life Insurance Co Ltd Insurance | 1.65% | 0.49% | 0.49% |
Samvardhana Motherson International Ltd Auto Components | 0.80% | 0.46% | 0.46% |
Shriram Finance Ltd Finance | 0.46% | 0.45% | 0.45% |
Torrent Pharmaceuticals Ltd Pharmaceuticals & Biotechnology | 1.03% | 0.44% | 0.44% |
CG Power and Industrial Solutions Ltd Electrical Equipment | 1.26% | 0.42% | 0.42% |
HCL Technologies Ltd IT - Software | 0.40% | 1.23% | 0.40% |
Abbott India Ltd Pharmaceuticals & Biotechnology | 0.49% | 0.36% | 0.36% |
United Spirits Ltd Beverages | 1.17% | 0.31% | 0.31% |
Multi Commodity Exchange Of India Ltd Capital Markets | 0.29% | 1.13% | 0.29% |
Bajaj Auto Ltd Automobiles | 0.49% | 0.28% | 0.28% |
Trent Ltd Retailing | 0.77% | 0.26% | 0.26% |
Asian Paints Ltd Consumer Durables | 0.22% | 0.76% | 0.22% |
Hindalco Industries Ltd Non - Ferrous Metals | 0.22% | 0.96% | 0.22% |
Vishal Mega Mart Ltd Retailing | 0.85% | 0.20% | 0.20% |
ICICI Prudential Asset Management Co Ltd Capital Markets | 0.80% | 0.17% | 0.17% |
PI Industries Ltd Fertilizers & Agrochemicals | 0.75% | 0.05% | 0.05% |
Kwality Wall’s India Ltd Food Products | 0.01% | 0.01% | 0.01% |
Unique to CANARA ROBECO LARGE CAP
All top holdings are shared with the other fund.
Unique to EDELWEISS BALANCED ADVANTAGE
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks13.7% (5)
IT - Software5.3% (4)
Petroleum Products4.3% (1)
Automobiles4.0% (4)
Finance3.4% (3)
Construction3.1% (1)
Telecom - Services2.9% (1)
Diversified FMCG2.1% (2)
Pharmaceuticals & Biotechnology1.9% (3)
Consumer Durables1.3% (2)
Retailing1.2% (3)
Power1.1% (1)
Cement & Cement Products0.9% (1)
Ferrous Metals0.8% (1)
Food Products0.7% (2)
Transport Services0.5% (1)
Insurance0.5% (1)
Auto Components0.5% (1)
Capital Markets0.5% (2)
Electrical Equipment0.4% (1)
Beverages0.3% (1)
Non - Ferrous Metals0.2% (1)
Fertilizers & Agrochemicals0.1% (1)
More comparisons for CANARA ROBECO LARGE CAP
- vs CANARA ROBECO FLEXICAP74.8% · 49 stocks
- vs Axis Large Cap73.0% · 39 stocks
- vs Baroda BNP Paribas Nifty 50 In70.8% · 33 stocks
- vs HDFC NIFTY 50 ETF70.7% · 33 stocks
- vs HDFC Nifty 50 Index70.7% · 33 stocks
More comparisons for EDELWEISS BALANCED ADVANTAGE
- vs EDELWEISS LARGE CAP58.3% · 55 stocks
- vs IB33-GROWW NIFTY 200 ETF57.5% · 78 stocks
- vs ADITYA BIRLA SUN LIFE MSCI IND56.4% · 73 stocks
- vs Kotak MSCI India ETF56.4% · 73 stocks
- vs DSP MSCI India ETF56.2% · 73 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.