CANARA ROBECO LARGE CAP FUND vs Kotak ESG Exclusionary Strategy Fund

Canara Robeco vs Kotak· Portfolio Overlap Analysis

49.4%High Overlap
23 common stocksRank #10728 / 20,000

Investor takeaway: At 49.4% 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 (23)

StockWt% in CANARA ROBECO LARGE CAPWt% in Kotak ESG Exclusionary StrategOverlap
HDFC Bank Ltd
Banks
8.87%7.24%7.24%
ICICI Bank Ltd
Banks
8.14%5.11%5.11%
Larsen & Toubro Ltd
Construction
4.33%4.28%4.28%
Bharti Airtel Ltd
Telecom - Services
4.25%7.10%4.25%
State Bank of India
Banks
4.59%4.01%4.01%
Infosys Ltd
IT - Software
3.60%3.21%3.21%
Axis Bank Ltd
Banks
3.21%4.10%3.21%
Bajaj Finance Ltd
Finance
2.93%4.06%2.93%
Ultratech Cement Ltd
Cement & Cement Products
2.47%3.76%2.47%
Eternal Ltd
Retailing
1.81%4.26%1.81%
Tata Consultancy Services Ltd
IT - Software
1.30%2.15%1.30%
Tech Mahindra Ltd
IT - Software
1.29%3.02%1.29%
Kotak Mahindra Bank Ltd
Banks
2.27%1.28%1.28%
Reliance Industries Ltd
Petroleum Products
5.22%1.12%1.12%
Mahindra & Mahindra Ltd
Automobiles
3.32%0.92%0.92%
Maruti Suzuki India Ltd
Automobiles
1.60%0.92%0.92%
Hindustan Unilever Ltd
Diversified FMCG
0.85%1.16%0.85%
Britannia Industries Ltd
Food Products
0.80%1.63%0.80%
NTPC Ltd
Power
1.50%0.71%0.71%
Abbott India Ltd
Pharmaceuticals & Biotechnology
0.49%0.98%0.49%
Shriram Finance Ltd
Finance
0.46%3.60%0.46%
HCL Technologies Ltd
IT - Software
0.40%1.20%0.40%
SRF Ltd
Chemicals & Petrochemicals
0.37%1.04%0.37%

Unique to CANARA ROBECO LARGE CAP

All top holdings are shared with the other fund.

Unique to Kotak ESG Exclusionary Strateg

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
20.9% (5)
IT - Software
6.2% (4)
Construction
4.3% (1)
Telecom - Services
4.3% (1)
Finance
3.4% (2)
Cement & Cement Products
2.5% (1)
Automobiles
1.8% (2)
Retailing
1.8% (1)
Petroleum Products
1.1% (1)
Diversified FMCG
0.8% (1)
Food Products
0.8% (1)
Power
0.7% (1)
Pharmaceuticals & Biotechnology
0.5% (1)
Chemicals & Petrochemicals
0.4% (1)

More comparisons for CANARA ROBECO LARGE CAP

More comparisons for Kotak ESG Exclusionary Strateg

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