CANARA ROBECO LARGE CAP FUND vs IB03-Groww Aggressive Hybrid Fund

Canara Robeco vs Groww· Portfolio Overlap Analysis

50.9%High Overlap
21 common stocksRank #9184 / 20,000

Investor takeaway: At 50.9% 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 (21)

StockWt% in CANARA ROBECO LARGE CAPWt% in IB03-Groww Aggressive HybridOverlap
ICICI Bank Ltd
Banks
8.14%8.09%8.09%
HDFC Bank Ltd
Banks
8.87%6.98%6.98%
Larsen & Toubro Ltd
Construction
4.33%5.62%4.33%
State Bank of India
Banks
4.59%3.97%3.97%
Bharti Airtel Ltd
Telecom - Services
4.25%3.69%3.69%
Bajaj Finance Ltd
Finance
2.93%2.85%2.85%
Reliance Industries Ltd
Petroleum Products
5.22%2.81%2.81%
Infosys Ltd
IT - Software
3.60%2.26%2.26%
Mahindra & Mahindra Ltd
Automobiles
3.32%2.05%2.05%
Ultratech Cement Ltd
Cement & Cement Products
2.47%1.74%1.74%
Bharat Electronics Ltd
Aerospace & Defense
1.61%1.58%1.58%
Sun Pharmaceutical Industries Ltd
Pharmaceuticals & Biotechnology
1.50%3.02%1.50%
NTPC Ltd
Power
1.50%1.41%1.41%
Kotak Mahindra Bank Ltd
Banks
2.27%1.38%1.38%
Max Healthcare Institute Ltd
Healthcare Services
1.34%1.54%1.34%
Axis Bank Ltd
Banks
3.21%1.09%1.09%
Maruti Suzuki India Ltd
Automobiles
1.60%1.08%1.08%
Eternal Ltd
Retailing
1.81%0.96%0.96%
Samvardhana Motherson International Ltd
Auto Components
0.80%2.06%0.80%
Bajaj Auto Ltd
Automobiles
0.49%0.99%0.49%
Shriram Finance Ltd
Finance
0.46%0.77%0.46%

Unique to CANARA ROBECO LARGE CAP

All top holdings are shared with the other fund.

Unique to IB03-Groww Aggressive Hybrid

  • Max Financial Services Limited2.93%
  • Cummins India Limited2.60%

Sector Overlap Breakdown

Banks
21.5% (5)
Construction
4.3% (1)
Telecom - Services
3.7% (1)
Automobiles
3.6% (3)
Finance
3.3% (2)
Petroleum Products
2.8% (1)
IT - Software
2.3% (1)
Cement & Cement Products
1.7% (1)
Aerospace & Defense
1.6% (1)
Pharmaceuticals & Biotechnology
1.5% (1)
Power
1.4% (1)
Healthcare Services
1.3% (1)
Retailing
1.0% (1)
Auto Components
0.8% (1)

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