CANARA ROBECO LARGE CAP FUND vs Invesco India Balanced Advantage Fund
Canara Robeco vs Invesco· Portfolio Overlap Analysis
48.1%High Overlap
25 common stocksRank #12082 / 20,000
Investor takeaway: At 48.1% 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 (25)
| Stock | Wt% in CANARA ROBECO LARGE CAP | Wt% in Invesco India Balanced Advanta | Overlap |
|---|---|---|---|
HDFC Bank Ltd Banks | 8.87% | 8.52% | 8.52% |
ICICI Bank Ltd Banks | 8.14% | 4.74% | 4.74% |
Reliance Industries Ltd Petroleum Products | 5.22% | 4.41% | 4.41% |
Larsen & Toubro Ltd Construction | 4.33% | 4.01% | 4.01% |
Infosys Ltd IT - Software | 3.60% | 3.29% | 3.29% |
Kotak Mahindra Bank Ltd Banks | 2.27% | 2.58% | 2.27% |
Eternal Ltd Retailing | 1.81% | 3.52% | 1.81% |
Axis Bank Ltd Banks | 3.21% | 1.69% | 1.69% |
SBI Life Insurance Co Ltd Insurance | 1.65% | 1.53% | 1.53% |
Bajaj Finance Ltd Finance | 2.93% | 1.52% | 1.52% |
Sun Pharmaceutical Industries Ltd Pharmaceuticals & Biotechnology | 1.50% | 2.36% | 1.50% |
Ultratech Cement Ltd Cement & Cement Products | 2.47% | 1.44% | 1.44% |
Mahindra & Mahindra Ltd Automobiles | 3.32% | 1.43% | 1.43% |
ITC Ltd Diversified FMCG | 1.38% | 1.32% | 1.32% |
Tata Consultancy Services Ltd IT - Software | 1.30% | 2.40% | 1.30% |
Max Healthcare Institute Ltd Healthcare Services | 1.34% | 1.23% | 1.23% |
Varun Beverages Ltd Beverages | 1.33% | 1.04% | 1.04% |
Interglobe Aviation Ltd Transport Services | 1.24% | 1.00% | 1.00% |
Hindustan Unilever Ltd Diversified FMCG | 0.85% | 1.60% | 0.85% |
Britannia Industries Ltd Food Products | 0.80% | 1.47% | 0.80% |
Trent Ltd Retailing | 0.77% | 1.16% | 0.77% |
Torrent Pharmaceuticals Ltd Pharmaceuticals & Biotechnology | 1.03% | 0.61% | 0.61% |
Tech Mahindra Ltd IT - Software | 1.29% | 0.56% | 0.56% |
Bharat Electronics Ltd Aerospace & Defense | 1.61% | 0.47% | 0.47% |
Kwality Wall’s India Ltd Food Products | 0.01% | 0.01% | 0.01% |
Unique to CANARA ROBECO LARGE CAP
- State Bank of India4.59%
- Bharti Airtel Ltd4.25%
Unique to Invesco India Balanced Advanta
- Hyundai Motor India Ltd1.90%
Sector Overlap Breakdown
Banks17.2% (4)
IT - Software5.2% (3)
Petroleum Products4.4% (1)
Construction4.0% (1)
Retailing2.6% (2)
Diversified FMCG2.2% (2)
Pharmaceuticals & Biotechnology2.1% (2)
Insurance1.5% (1)
Finance1.5% (1)
Cement & Cement Products1.4% (1)
Automobiles1.4% (1)
Healthcare Services1.2% (1)
Beverages1.0% (1)
Transport Services1.0% (1)
Food Products0.8% (2)
Aerospace & Defense0.5% (1)
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More comparisons for Invesco India Balanced Advanta
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.