CANARA ROBECO LARGE CAP FUND vs EDELWEISS FLEXI-CAP FUND

Canara Robeco vs Edelweiss· Portfolio Overlap Analysis

55.3%High Overlap
42 common stocksRank #6809 / 20,000

Investor takeaway: At 55.3% 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 (42)

StockWt% in CANARA ROBECO LARGE CAPWt% in EDELWEISS FLEXI-CAPOverlap
HDFC Bank Ltd
Banks
8.87%6.07%6.07%
ICICI Bank Ltd
Banks
8.14%4.84%4.84%
State Bank of India
Banks
4.59%3.48%3.48%
Reliance Industries Ltd
Petroleum Products
5.22%3.46%3.46%
Larsen & Toubro Ltd
Construction
4.33%3.23%3.23%
Bharti Airtel Ltd
Telecom - Services
4.25%2.20%2.20%
Infosys Ltd
IT - Software
3.60%2.16%2.16%
Ultratech Cement Ltd
Cement & Cement Products
2.47%2.12%2.12%
Bajaj Finance Ltd
Finance
2.93%1.97%1.97%
Mahindra & Mahindra Ltd
Automobiles
3.32%1.84%1.84%
Titan Co Ltd
Consumer Durables
1.64%1.71%1.64%
Kotak Mahindra Bank Ltd
Banks
2.27%1.52%1.52%
NTPC Ltd
Power
1.50%3.40%1.50%
Divi's Laboratories Ltd
Pharmaceuticals & Biotechnology
1.30%1.49%1.30%
Tata Steel Ltd
Ferrous Metals
1.24%2.62%1.24%
Bharat Electronics Ltd
Aerospace & Defense
1.61%1.15%1.15%
Tata Consumer Products Ltd
Agricultural Food & Other Products
1.43%1.10%1.10%
Sun Pharmaceutical Industries Ltd
Pharmaceuticals & Biotechnology
1.50%1.02%1.02%
Max Healthcare Institute Ltd
Healthcare Services
1.34%1.02%1.02%
Maruti Suzuki India Ltd
Automobiles
1.60%0.92%0.92%
Axis Bank Ltd
Banks
3.21%0.87%0.87%
Hindustan Unilever Ltd
Diversified FMCG
0.85%0.99%0.85%
Vishal Mega Mart Ltd
Retailing
0.85%0.93%0.85%
Britannia Industries Ltd
Food Products
0.80%1.06%0.80%
Indian Hotels Co Ltd
Leisure Services
1.20%0.78%0.78%
Eternal Ltd
Retailing
1.81%0.77%0.77%
TVS Motor Co Ltd
Automobiles
0.75%1.07%0.75%
Cholamandalam Investment and Finance Co Ltd
Finance
1.12%0.74%0.74%
CG Power and Industrial Solutions Ltd
Electrical Equipment
1.26%0.60%0.60%
Uno Minda Ltd
Auto Components
0.57%0.70%0.57%
Tech Mahindra Ltd
IT - Software
1.29%0.56%0.56%
PB Fintech Ltd
Financial Technology (Fintech)
1.02%0.51%0.51%
Shriram Finance Ltd
Finance
0.46%1.75%0.46%
HCL Technologies Ltd
IT - Software
0.40%0.69%0.40%
ICICI Prudential Asset Management Co Ltd
Capital Markets
0.80%0.38%0.38%
SRF Ltd
Chemicals & Petrochemicals
0.37%0.88%0.37%
Hindustan Aeronautics Ltd
Aerospace & Defense
0.91%0.35%0.35%
Multi Commodity Exchange Of India Ltd
Capital Markets
0.29%1.84%0.29%
Asian Paints Ltd
Consumer Durables
0.22%0.55%0.22%
Hindalco Industries Ltd
Non - Ferrous Metals
0.22%0.91%0.22%
Tata Motors Ltd
Agricultural, Commercial & Construction Vehicles
0.19%0.65%0.19%
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 FLEXI-CAP

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
16.8% (5)
Automobiles
3.5% (3)
Petroleum Products
3.5% (1)
Construction
3.2% (1)
Finance
3.2% (3)
IT - Software
3.1% (3)
Pharmaceuticals & Biotechnology
2.3% (2)
Telecom - Services
2.2% (1)
Cement & Cement Products
2.1% (1)
Consumer Durables
1.9% (2)
Retailing
1.6% (2)
Power
1.5% (1)
Aerospace & Defense
1.5% (2)
Ferrous Metals
1.2% (1)
Agricultural Food & Other Products
1.1% (1)
Healthcare Services
1.0% (1)
Diversified FMCG
0.8% (1)
Food Products
0.8% (2)
Leisure Services
0.8% (1)
Capital Markets
0.7% (2)
Electrical Equipment
0.6% (1)
Auto Components
0.6% (1)
Financial Technology (Fintech)
0.5% (1)
Chemicals & Petrochemicals
0.4% (1)
Non - Ferrous Metals
0.2% (1)
Agricultural, Commercial & Construction Vehicles
0.2% (1)

More comparisons for CANARA ROBECO LARGE CAP

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