CANARA ROBECO LARGE CAP FUND vs Franklin India Balanced Advantage Fund
Canara Robeco vs Franklin· Portfolio Overlap Analysis
46.5%High Overlap
25 common stocksRank #13989 / 20,000
Investor takeaway: At 46.5% 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 (25)
| Stock | Wt% in CANARA ROBECO LARGE CAP | Wt% in Franklin India Balanced Advant | Overlap |
|---|---|---|---|
HDFC Bank Ltd Banks | 8.87% | 6.52% | 6.52% |
ICICI Bank Ltd Banks | 8.14% | 4.70% | 4.70% |
Bharti Airtel Ltd Telecom - Services | 4.25% | 4.10% | 4.10% |
Reliance Industries Ltd Petroleum Products | 5.22% | 3.54% | 3.54% |
Larsen & Toubro Ltd Construction | 4.33% | 3.49% | 3.49% |
State Bank of India Banks | 4.59% | 3.34% | 3.34% |
Axis Bank Ltd Banks | 3.21% | 2.90% | 2.90% |
Ultratech Cement Ltd Cement & Cement Products | 2.47% | 2.04% | 2.04% |
Infosys Ltd IT - Software | 3.60% | 1.78% | 1.78% |
NTPC Ltd Power | 1.50% | 1.92% | 1.50% |
Eternal Ltd Retailing | 1.81% | 1.40% | 1.40% |
Mahindra & Mahindra Ltd Automobiles | 3.32% | 1.35% | 1.35% |
Tata Steel Ltd Ferrous Metals | 1.24% | 2.01% | 1.24% |
Bharat Electronics Ltd Aerospace & Defense | 1.61% | 1.21% | 1.21% |
Sun Pharmaceutical Industries Ltd Pharmaceuticals & Biotechnology | 1.50% | 1.18% | 1.18% |
Cholamandalam Investment and Finance Co Ltd Finance | 1.12% | 1.03% | 1.03% |
PB Fintech Ltd Financial Technology (Fintech) | 1.02% | 0.93% | 0.93% |
Britannia Industries Ltd Food Products | 0.80% | 1.15% | 0.80% |
Interglobe Aviation Ltd Transport Services | 1.24% | 0.78% | 0.78% |
Hindustan Aeronautics Ltd Aerospace & Defense | 0.91% | 0.68% | 0.68% |
Maruti Suzuki India Ltd Automobiles | 1.60% | 0.58% | 0.58% |
Hindustan Unilever Ltd Diversified FMCG | 0.85% | 0.57% | 0.57% |
HCL Technologies Ltd IT - Software | 0.40% | 1.60% | 0.40% |
United Spirits Ltd Beverages | 1.17% | 0.39% | 0.39% |
Kwality Wall’s India Ltd Food Products | 0.01% | 0.01% | 0.01% |
Unique to CANARA ROBECO LARGE CAP
- Bajaj Finance Ltd2.93%
Unique to Franklin India Balanced Advant
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks17.5% (4)
Telecom - Services4.1% (1)
Petroleum Products3.5% (1)
Construction3.5% (1)
IT - Software2.2% (2)
Cement & Cement Products2.0% (1)
Automobiles1.9% (2)
Aerospace & Defense1.9% (2)
Power1.5% (1)
Retailing1.4% (1)
Ferrous Metals1.2% (1)
Pharmaceuticals & Biotechnology1.2% (1)
Finance1.0% (1)
Financial Technology (Fintech)0.9% (1)
Food Products0.8% (2)
Transport Services0.8% (1)
Diversified FMCG0.6% (1)
Beverages0.4% (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 Franklin India Balanced Advant
- vs Franklin India Aggressive Hybr60.5% · 47 stocks
- vs Franklin India Flexi Cap Fund 54.3% · 36 stocks
- vs Franklin India ELSS Tax Saver49.1% · 28 stocks
- vs Kotak Large Cap45.9% · 22 stocks
- vs Parag Parikh Large Cap45.6% · 29 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.