CANARA ROBECO LARGE CAP FUND vs HDFC Dividend Yield Fund

Canara Robeco vs HDFC· Portfolio Overlap Analysis

44.7%High Overlap
29 common stocksRank #16681 / 20,000

Investor takeaway: At 44.7% 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 (29)

StockWt% in CANARA ROBECO LARGE CAPWt% in HDFC Dividend YieldOverlap
HDFC Bank Ltd
Banks
8.87%5.91%5.91%
ICICI Bank Ltd
Banks
8.14%5.05%5.05%
Axis Bank Ltd
Banks
3.21%3.85%3.21%
Larsen & Toubro Ltd
Construction
4.33%2.78%2.78%
Bharti Airtel Ltd
Telecom - Services
4.25%2.41%2.41%
Reliance Industries Ltd
Petroleum Products
5.22%2.38%2.38%
State Bank of India
Banks
4.59%2.26%2.26%
Kotak Mahindra Bank Ltd
Banks
2.27%2.25%2.25%
Infosys Ltd
IT - Software
3.60%1.84%1.84%
SBI Life Insurance Co Ltd
Insurance
1.65%2.09%1.65%
Maruti Suzuki India Ltd
Automobiles
1.60%2.46%1.60%
Sun Pharmaceutical Industries Ltd
Pharmaceuticals & Biotechnology
1.50%1.87%1.50%
NTPC Ltd
Power
1.50%2.15%1.50%
Tata Consultancy Services Ltd
IT - Software
1.30%1.49%1.30%
Tech Mahindra Ltd
IT - Software
1.29%1.86%1.29%
Tata Steel Ltd
Ferrous Metals
1.24%1.45%1.24%
ITC Ltd
Diversified FMCG
1.38%1.23%1.23%
Hindustan Unilever Ltd
Diversified FMCG
0.85%1.14%0.85%
Bharat Electronics Ltd
Aerospace & Defense
1.61%0.68%0.68%
Hindustan Aeronautics Ltd
Aerospace & Defense
0.91%0.64%0.64%
Info Edge (India) Ltd
Retailing
0.54%1.27%0.54%
Bajaj Auto Ltd
Automobiles
0.49%1.79%0.49%
Divi's Laboratories Ltd
Pharmaceuticals & Biotechnology
1.30%0.44%0.44%
Mahindra & Mahindra Ltd
Automobiles
3.32%0.41%0.41%
HCL Technologies Ltd
IT - Software
0.40%1.71%0.40%
Interglobe Aviation Ltd
Transport Services
1.24%0.39%0.39%
Asian Paints Ltd
Consumer Durables
0.22%0.38%0.22%
Tata Motors Ltd
Agricultural, Commercial & Construction Vehicles
0.19%0.60%0.19%
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 HDFC Dividend Yield

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
18.7% (5)
IT - Software
4.8% (4)
Construction
2.8% (1)
Automobiles
2.5% (3)
Telecom - Services
2.4% (1)
Petroleum Products
2.4% (1)
Diversified FMCG
2.1% (2)
Pharmaceuticals & Biotechnology
1.9% (2)
Insurance
1.6% (1)
Power
1.5% (1)
Aerospace & Defense
1.3% (2)
Ferrous Metals
1.2% (1)
Retailing
0.5% (1)
Transport Services
0.4% (1)
Consumer Durables
0.2% (1)
Agricultural, Commercial & Construction Vehicles
0.2% (1)
Food Products
0.0% (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.