CANARA ROBECO LARGE CAP FUND vs Franklin India ELSS Tax Saver Fund

Canara Robeco vs Franklin· Portfolio Overlap Analysis

56.9%High Overlap
22 common stocksRank #6063 / 20,000

Investor takeaway: At 56.9% 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 (22)

StockWt% in CANARA ROBECO LARGE CAPWt% in Franklin India ELSS Tax SaverOverlap
HDFC Bank Ltd
Banks
8.87%9.04%8.87%
ICICI Bank Ltd
Banks
8.14%7.10%7.10%
State Bank of India
Banks
4.59%5.31%4.59%
Larsen & Toubro Ltd
Construction
4.33%5.90%4.33%
Infosys Ltd
IT - Software
3.60%3.81%3.60%
Bharti Airtel Ltd
Telecom - Services
4.25%3.50%3.50%
Axis Bank Ltd
Banks
3.21%5.35%3.21%
Reliance Industries Ltd
Petroleum Products
5.22%3.20%3.20%
Mahindra & Mahindra Ltd
Automobiles
3.32%2.75%2.75%
Kotak Mahindra Bank Ltd
Banks
2.27%3.23%2.27%
Eternal Ltd
Retailing
1.81%2.88%1.81%
Bharat Electronics Ltd
Aerospace & Defense
1.61%2.94%1.61%
NTPC Ltd
Power
1.50%2.13%1.50%
Interglobe Aviation Ltd
Transport Services
1.24%1.39%1.24%
Tata Steel Ltd
Ferrous Metals
1.24%1.57%1.24%
United Spirits Ltd
Beverages
1.17%1.96%1.17%
Cholamandalam Investment and Finance Co Ltd
Finance
1.12%1.44%1.12%
PB Fintech Ltd
Financial Technology (Fintech)
1.02%1.49%1.02%
Tata Power Co Ltd
Power
0.85%1.71%0.85%
Britannia Industries Ltd
Food Products
0.80%1.57%0.80%
PI Industries Ltd
Fertilizers & Agrochemicals
0.75%0.73%0.73%
HCL Technologies Ltd
IT - Software
0.40%3.17%0.40%

Unique to CANARA ROBECO LARGE CAP

  • Bajaj Finance Ltd2.93%

Unique to Franklin India ELSS Tax Saver

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
26.0% (5)
Construction
4.3% (1)
IT - Software
4.0% (2)
Telecom - Services
3.5% (1)
Petroleum Products
3.2% (1)
Automobiles
2.8% (1)
Power
2.4% (2)
Retailing
1.8% (1)
Aerospace & Defense
1.6% (1)
Transport Services
1.2% (1)
Ferrous Metals
1.2% (1)
Beverages
1.2% (1)
Finance
1.1% (1)
Financial Technology (Fintech)
1.0% (1)
Food Products
0.8% (1)
Fertilizers & Agrochemicals
0.7% (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.