CANARA ROBECO LARGE CAP FUND vs IB01-Groww Large Cap Fund

Canara Robeco vs Groww· Portfolio Overlap Analysis

62.7%High Overlap
26 common stocksRank #4641 / 5,000

Investor takeaway: These funds overlap 62.7%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.

Common Holdings (26)

StockWt% in CANARA ROBECO LARGE CAPWt% in IB01-Groww Large CapOverlap
ICICI Bank Ltd
Banks
8.14%8.30%8.14%
HDFC Bank Ltd
Banks
8.87%7.80%7.80%
State Bank of India
Banks
4.59%4.64%4.59%
Larsen & Toubro Ltd
Construction
4.33%6.74%4.33%
Reliance Industries Ltd
Petroleum Products
5.22%4.31%4.31%
Bharti Airtel Ltd
Telecom - Services
4.25%4.13%4.13%
Bajaj Finance Ltd
Finance
2.93%3.32%2.93%
Axis Bank Ltd
Banks
3.21%2.61%2.61%
Mahindra & Mahindra Ltd
Automobiles
3.32%2.60%2.60%
Ultratech Cement Ltd
Cement & Cement Products
2.47%2.48%2.47%
Kotak Mahindra Bank Ltd
Banks
2.27%2.47%2.27%
Infosys Ltd
IT - Software
3.60%2.03%2.03%
Eternal Ltd
Retailing
1.81%2.04%1.81%
Bharat Electronics Ltd
Aerospace & Defense
1.61%2.35%1.61%
Maruti Suzuki India Ltd
Automobiles
1.60%1.92%1.60%
Sun Pharmaceutical Industries Ltd
Pharmaceuticals & Biotechnology
1.50%1.54%1.50%
Tata Steel Ltd
Ferrous Metals
1.24%1.27%1.24%
Cholamandalam Investment and Finance Co Ltd
Finance
1.12%2.45%1.12%
NTPC Ltd
Power
1.50%1.07%1.07%
Torrent Pharmaceuticals Ltd
Pharmaceuticals & Biotechnology
1.03%2.61%1.03%
Max Healthcare Institute Ltd
Healthcare Services
1.34%0.93%0.93%
Hindustan Unilever Ltd
Diversified FMCG
0.85%1.15%0.85%
Samvardhana Motherson International Ltd
Auto Components
0.80%1.18%0.80%
Bajaj Auto Ltd
Automobiles
0.49%1.49%0.49%
Shriram Finance Ltd
Finance
0.46%1.03%0.46%
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 IB01-Groww Large Cap

  • Cummins India Limited3.39%

Sector Overlap Breakdown

Banks
25.4% (5)
Automobiles
4.7% (3)
Finance
4.5% (3)
Construction
4.3% (1)
Petroleum Products
4.3% (1)
Telecom - Services
4.1% (1)
Pharmaceuticals & Biotechnology
2.5% (2)
Cement & Cement Products
2.5% (1)
IT - Software
2.0% (1)
Retailing
1.8% (1)
Aerospace & Defense
1.6% (1)
Ferrous Metals
1.2% (1)
Power
1.1% (1)
Healthcare Services
0.9% (1)
Diversified FMCG
0.8% (1)
Auto Components
0.8% (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.