CANARA ROBECO LARGE CAP FUND vs Franklin India Multi-Factor Fund

Canara Robeco vs Franklin· Portfolio Overlap Analysis

47.1%High Overlap
26 common stocksRank #13194 / 20,000

Investor takeaway: At 47.1% 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 (26)

StockWt% in CANARA ROBECO LARGE CAPWt% in Franklin India Multi-FactorOverlap
HDFC Bank Ltd
Banks
8.87%7.04%7.04%
Reliance Industries Ltd
Petroleum Products
5.22%4.99%4.99%
ICICI Bank Ltd
Banks
8.14%4.88%4.88%
Bharti Airtel Ltd
Telecom - Services
4.25%3.92%3.92%
Larsen & Toubro Ltd
Construction
4.33%3.79%3.79%
Infosys Ltd
IT - Software
3.60%3.51%3.51%
State Bank of India
Banks
4.59%2.66%2.66%
Titan Co Ltd
Consumer Durables
1.64%2.07%1.64%
Maruti Suzuki India Ltd
Automobiles
1.60%2.04%1.60%
NTPC Ltd
Power
1.50%2.04%1.50%
ITC Ltd
Diversified FMCG
1.38%2.14%1.38%
Axis Bank Ltd
Banks
3.21%1.31%1.31%
Tata Consultancy Services Ltd
IT - Software
1.30%1.71%1.30%
Mahindra & Mahindra Ltd
Automobiles
3.32%1.17%1.17%
Kotak Mahindra Bank Ltd
Banks
2.27%1.08%1.08%
Sun Pharmaceutical Industries Ltd
Pharmaceuticals & Biotechnology
1.50%0.91%0.91%
Hindustan Unilever Ltd
Diversified FMCG
0.85%1.89%0.85%
Britannia Industries Ltd
Food Products
0.80%1.37%0.80%
Bajaj Finance Ltd
Finance
2.93%0.79%0.79%
Shriram Finance Ltd
Finance
0.46%1.31%0.46%
HCL Technologies Ltd
IT - Software
0.40%1.59%0.40%
HDFC Asset Management Co Ltd
Capital Markets
0.36%0.51%0.36%
Eternal Ltd
Retailing
1.81%0.30%0.30%
Asian Paints Ltd
Consumer Durables
0.22%1.40%0.22%
Hindalco Industries Ltd
Non - Ferrous Metals
0.22%1.23%0.22%
Kwality Wall’s India Ltd
Food Products
0.01%0.02%0.01%

Unique to CANARA ROBECO LARGE CAP

All top holdings are shared with the other fund.

Unique to Franklin India Multi-Factor

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
17.0% (5)
IT - Software
5.2% (3)
Petroleum Products
5.0% (1)
Telecom - Services
3.9% (1)
Construction
3.8% (1)
Automobiles
2.8% (2)
Diversified FMCG
2.2% (2)
Consumer Durables
1.9% (2)
Power
1.5% (1)
Finance
1.3% (2)
Pharmaceuticals & Biotechnology
0.9% (1)
Food Products
0.8% (2)
Capital Markets
0.4% (1)
Retailing
0.3% (1)
Non - Ferrous Metals
0.2% (1)

More comparisons for CANARA ROBECO LARGE CAP

More comparisons for Franklin India Multi-Factor

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