CANARA ROBECO LARGE CAP FUND vs LIC MF LARGE CAP FUND

Canara Robeco vs LIC· Portfolio Overlap Analysis

63.7%High Overlap
30 common stocksRank #4112 / 5,000

Investor takeaway: These funds overlap 63.7%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.

Common Holdings (30)

StockWt% in CANARA ROBECO LARGE CAPWt% in LIC MF LARGE CAPOverlap
HDFC Bank Ltd
Banks
8.87%9.31%8.87%
ICICI Bank Ltd
Banks
8.14%8.03%8.03%
Reliance Industries Ltd
Petroleum Products
5.22%6.45%5.22%
Larsen & Toubro Ltd
Construction
4.33%5.64%4.33%
Bharti Airtel Ltd
Telecom - Services
4.25%4.06%4.06%
State Bank of India
Banks
4.59%3.32%3.32%
Axis Bank Ltd
Banks
3.21%2.79%2.79%
Infosys Ltd
IT - Software
3.60%2.73%2.73%
Mahindra & Mahindra Ltd
Automobiles
3.32%2.16%2.16%
SBI Life Insurance Co Ltd
Insurance
1.65%1.92%1.65%
Titan Co Ltd
Consumer Durables
1.64%2.01%1.64%
Bharat Electronics Ltd
Aerospace & Defense
1.61%1.75%1.61%
Kotak Mahindra Bank Ltd
Banks
2.27%1.54%1.54%
Sun Pharmaceutical Industries Ltd
Pharmaceuticals & Biotechnology
1.50%2.08%1.50%
Ultratech Cement Ltd
Cement & Cement Products
2.47%1.48%1.48%
ITC Ltd
Diversified FMCG
1.38%2.57%1.38%
Eternal Ltd
Retailing
1.81%1.34%1.34%
Tata Consultancy Services Ltd
IT - Software
1.30%1.42%1.30%
Maruti Suzuki India Ltd
Automobiles
1.60%1.24%1.24%
Interglobe Aviation Ltd
Transport Services
1.24%1.50%1.24%
Hindustan Aeronautics Ltd
Aerospace & Defense
0.91%0.90%0.90%
Varun Beverages Ltd
Beverages
1.33%0.88%0.88%
Hindustan Unilever Ltd
Diversified FMCG
0.85%2.55%0.85%
Tata Power Co Ltd
Power
0.85%0.81%0.81%
Indian Hotels Co Ltd
Leisure Services
1.20%0.78%0.78%
Trent Ltd
Retailing
0.77%1.33%0.77%
United Spirits Ltd
Beverages
1.17%0.55%0.55%
Shriram Finance Ltd
Finance
0.46%0.92%0.46%
Tata Motors Ltd
Agricultural, Commercial & Construction Vehicles
0.19%0.65%0.19%
Cholamandalam Investment and Finance Co Ltd
Finance
1.12%0.12%0.12%

Unique to CANARA ROBECO LARGE CAP

  • Bajaj Finance Ltd2.93%

Unique to LIC MF LARGE CAP

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
24.6% (5)
Petroleum Products
5.2% (1)
Construction
4.3% (1)
Telecom - Services
4.1% (1)
IT - Software
4.0% (2)
Automobiles
3.4% (2)
Aerospace & Defense
2.5% (2)
Diversified FMCG
2.2% (2)
Retailing
2.1% (2)
Insurance
1.6% (1)
Consumer Durables
1.6% (1)
Pharmaceuticals & Biotechnology
1.5% (1)
Cement & Cement Products
1.5% (1)
Beverages
1.4% (2)
Transport Services
1.2% (1)
Power
0.8% (1)
Leisure Services
0.8% (1)
Finance
0.6% (2)
Agricultural, Commercial & Construction Vehicles
0.2% (1)

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