CANARA ROBECO LARGE CAP FUND vs Kotak Dividend Yield Fund
Canara Robeco vs Kotak· Portfolio Overlap Analysis
53.8%High Overlap
28 common stocksRank #7356 / 20,000
Investor takeaway: At 53.8% 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 (28)
| Stock | Wt% in CANARA ROBECO LARGE CAP | Wt% in Kotak Dividend Yield | Overlap |
|---|---|---|---|
HDFC Bank Ltd Banks | 8.87% | 6.31% | 6.31% |
ICICI Bank Ltd Banks | 8.14% | 5.42% | 5.42% |
State Bank of India Banks | 4.59% | 3.88% | 3.88% |
Bharti Airtel Ltd Telecom - Services | 4.25% | 3.46% | 3.46% |
Reliance Industries Ltd Petroleum Products | 5.22% | 3.32% | 3.32% |
Larsen & Toubro Ltd Construction | 4.33% | 3.02% | 3.02% |
Axis Bank Ltd Banks | 3.21% | 2.52% | 2.52% |
Ultratech Cement Ltd Cement & Cement Products | 2.47% | 2.40% | 2.40% |
Infosys Ltd IT - Software | 3.60% | 1.96% | 1.96% |
Titan Co Ltd Consumer Durables | 1.64% | 1.96% | 1.64% |
Maruti Suzuki India Ltd Automobiles | 1.60% | 2.53% | 1.60% |
Bharat Electronics Ltd Aerospace & Defense | 1.61% | 1.51% | 1.51% |
Sun Pharmaceutical Industries Ltd Pharmaceuticals & Biotechnology | 1.50% | 2.04% | 1.50% |
NTPC Ltd Power | 1.50% | 2.90% | 1.50% |
Bajaj Finance Ltd Finance | 2.93% | 1.48% | 1.48% |
Max Healthcare Institute Ltd Healthcare Services | 1.34% | 2.54% | 1.34% |
Tata Consultancy Services Ltd IT - Software | 1.30% | 1.88% | 1.30% |
Tech Mahindra Ltd IT - Software | 1.29% | 1.28% | 1.28% |
Mahindra & Mahindra Ltd Automobiles | 3.32% | 1.27% | 1.27% |
Tata Steel Ltd Ferrous Metals | 1.24% | 1.54% | 1.24% |
United Spirits Ltd Beverages | 1.17% | 1.44% | 1.17% |
Cholamandalam Investment and Finance Co Ltd Finance | 1.12% | 1.96% | 1.12% |
Torrent Pharmaceuticals Ltd Pharmaceuticals & Biotechnology | 1.03% | 0.98% | 0.98% |
Britannia Industries Ltd Food Products | 0.80% | 2.09% | 0.80% |
TVS Motor Co Ltd Automobiles | 0.75% | 2.27% | 0.75% |
Shriram Finance Ltd Finance | 0.46% | 2.00% | 0.46% |
HDFC Asset Management Co Ltd Capital Markets | 0.36% | 1.90% | 0.36% |
Hindalco Industries Ltd Non - Ferrous Metals | 0.22% | 0.96% | 0.22% |
Unique to CANARA ROBECO LARGE CAP
All top holdings are shared with the other fund.
Unique to Kotak Dividend Yield
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks18.1% (4)
IT - Software4.5% (3)
Automobiles3.6% (3)
Telecom - Services3.5% (1)
Petroleum Products3.3% (1)
Finance3.1% (3)
Construction3.0% (1)
Pharmaceuticals & Biotechnology2.5% (2)
Cement & Cement Products2.4% (1)
Consumer Durables1.6% (1)
Aerospace & Defense1.5% (1)
Power1.5% (1)
Healthcare Services1.3% (1)
Ferrous Metals1.2% (1)
Beverages1.2% (1)
Food Products0.8% (1)
Capital Markets0.4% (1)
Non - Ferrous Metals0.2% (1)
More comparisons for CANARA ROBECO LARGE CAP
- vs CANARA ROBECO FLEXICAP74.8% · 49 stocks
- vs Axis Large Cap73.0% · 39 stocks
- vs Baroda BNP Paribas Nifty 50 In70.8% · 33 stocks
- vs HDFC NIFTY 50 ETF70.7% · 33 stocks
- vs HDFC Nifty 50 Index70.7% · 33 stocks
More comparisons for Kotak Dividend Yield
- vs Kotak Large Cap57.6% · 29 stocks
- vs EDELWEISS LARGE CAP53.4% · 30 stocks
- vs SBI BSE 100 ETF52.7% · 35 stocks
- vs PGIM INDIA LARGE CAP52.5% · 28 stocks
- vs NIPPON INDIA QUANT52.0% · 22 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.