CANARA ROBECO LARGE CAP FUND vs Kotak Flexicap Fund

Canara Robeco vs Kotak· Portfolio Overlap Analysis

48.8%High Overlap
23 common stocksRank #11375 / 20,000

Investor takeaway: At 48.8% 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 (23)

StockWt% in CANARA ROBECO LARGE CAPWt% in Kotak FlexicapOverlap
HDFC Bank Ltd
Banks
8.87%6.17%6.17%
ICICI Bank Ltd
Banks
8.14%5.34%5.34%
State Bank of India
Banks
4.59%5.03%4.59%
Larsen & Toubro Ltd
Construction
4.33%3.99%3.99%
Axis Bank Ltd
Banks
3.21%3.89%3.21%
Bharti Airtel Ltd
Telecom - Services
4.25%2.88%2.88%
Ultratech Cement Ltd
Cement & Cement Products
2.47%3.07%2.47%
Reliance Industries Ltd
Petroleum Products
5.22%2.45%2.45%
Infosys Ltd
IT - Software
3.60%2.42%2.42%
Bajaj Finance Ltd
Finance
2.93%1.82%1.82%
Eternal Ltd
Retailing
1.81%2.77%1.81%
Bharat Electronics Ltd
Aerospace & Defense
1.61%6.14%1.61%
Maruti Suzuki India Ltd
Automobiles
1.60%2.09%1.60%
Kotak Mahindra Bank Ltd
Banks
2.27%1.35%1.35%
Interglobe Aviation Ltd
Transport Services
1.24%2.29%1.24%
NTPC Ltd
Power
1.50%1.21%1.21%
Tata Consultancy Services Ltd
IT - Software
1.30%1.21%1.21%
Tech Mahindra Ltd
IT - Software
1.29%1.12%1.12%
Hindustan Unilever Ltd
Diversified FMCG
0.85%1.07%0.85%
Shriram Finance Ltd
Finance
0.46%0.57%0.46%
HCL Technologies Ltd
IT - Software
0.40%0.95%0.40%
SRF Ltd
Chemicals & Petrochemicals
0.37%2.82%0.37%
Hindalco Industries Ltd
Non - Ferrous Metals
0.22%1.22%0.22%

Unique to CANARA ROBECO LARGE CAP

  • Mahindra & Mahindra Ltd3.32%

Unique to Kotak Flexicap

  • Jindal Steel & Power Ltd4.16%

Sector Overlap Breakdown

Banks
20.7% (5)
IT - Software
5.2% (4)
Construction
4.0% (1)
Telecom - Services
2.9% (1)
Cement & Cement Products
2.5% (1)
Petroleum Products
2.5% (1)
Finance
2.3% (2)
Retailing
1.8% (1)
Aerospace & Defense
1.6% (1)
Automobiles
1.6% (1)
Transport Services
1.2% (1)
Power
1.2% (1)
Diversified FMCG
0.8% (1)
Chemicals & Petrochemicals
0.4% (1)
Non - Ferrous Metals
0.2% (1)

More comparisons for CANARA ROBECO LARGE CAP

More comparisons for Kotak Flexicap

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