CANARA ROBECO LARGE CAP FUND vs Kotak Focused Fund

Canara Robeco vs Kotak· Portfolio Overlap Analysis

48.3%High Overlap
19 common stocksRank #11943 / 20,000

Investor takeaway: At 48.3% 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 (19)

StockWt% in CANARA ROBECO LARGE CAPWt% in Kotak FocusedOverlap
HDFC Bank Ltd
Banks
8.87%6.92%6.92%
ICICI Bank Ltd
Banks
8.14%5.99%5.99%
State Bank of India
Banks
4.59%5.42%4.59%
Bharti Airtel Ltd
Telecom - Services
4.25%5.05%4.25%
Reliance Industries Ltd
Petroleum Products
5.22%3.33%3.33%
Axis Bank Ltd
Banks
3.21%3.35%3.21%
Larsen & Toubro Ltd
Construction
4.33%2.85%2.85%
Infosys Ltd
IT - Software
3.60%2.68%2.68%
Ultratech Cement Ltd
Cement & Cement Products
2.47%3.20%2.47%
Eternal Ltd
Retailing
1.81%4.23%1.81%
Bharat Electronics Ltd
Aerospace & Defense
1.61%4.20%1.61%
Maruti Suzuki India Ltd
Automobiles
1.60%3.74%1.60%
NTPC Ltd
Power
1.50%3.40%1.50%
Divi's Laboratories Ltd
Pharmaceuticals & Biotechnology
1.30%2.59%1.30%
Tech Mahindra Ltd
IT - Software
1.29%2.40%1.29%
Interglobe Aviation Ltd
Transport Services
1.24%2.96%1.24%
ICICI Prudential Asset Management Co Ltd
Capital Markets
0.80%1.50%0.80%
Shriram Finance Ltd
Finance
0.46%5.85%0.46%
SRF Ltd
Chemicals & Petrochemicals
0.37%2.13%0.37%

Unique to CANARA ROBECO LARGE CAP

  • Mahindra & Mahindra Ltd3.32%
  • Bajaj Finance Ltd2.93%

Unique to Kotak Focused

  • Hero MotoCorp Ltd.3.71%
  • KEI Industries Ltd.3.67%

Sector Overlap Breakdown

Banks
20.7% (4)
Telecom - Services
4.3% (1)
IT - Software
4.0% (2)
Petroleum Products
3.3% (1)
Construction
2.9% (1)
Cement & Cement Products
2.5% (1)
Retailing
1.8% (1)
Aerospace & Defense
1.6% (1)
Automobiles
1.6% (1)
Power
1.5% (1)
Pharmaceuticals & Biotechnology
1.3% (1)
Transport Services
1.2% (1)
Capital Markets
0.8% (1)
Finance
0.5% (1)
Chemicals & Petrochemicals
0.4% (1)

More comparisons for CANARA ROBECO LARGE CAP

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