CANARA ROBECO LARGE CAP FUND vs Mirae Asset Aggressive Hybrid Fund

Canara Robeco vs Mirae· Portfolio Overlap Analysis

46.8%High Overlap
32 common stocksRank #13468 / 20,000

Investor takeaway: At 46.8% 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 (32)

StockWt% in CANARA ROBECO LARGE CAPWt% in Mirae Asset Aggressive HybridOverlap
HDFC Bank Ltd
Banks
8.87%6.92%6.92%
State Bank of India
Banks
4.59%4.89%4.59%
ICICI Bank Ltd
Banks
8.14%4.26%4.26%
Bharti Airtel Ltd
Telecom - Services
4.25%2.99%2.99%
Reliance Industries Ltd
Petroleum Products
5.22%2.96%2.96%
Axis Bank Ltd
Banks
3.21%2.84%2.84%
Larsen & Toubro Ltd
Construction
4.33%2.71%2.71%
Infosys Ltd
IT - Software
3.60%1.84%1.84%
Mahindra & Mahindra Ltd
Automobiles
3.32%1.61%1.61%
NTPC Ltd
Power
1.50%2.12%1.50%
Tata Consultancy Services Ltd
IT - Software
1.30%1.44%1.30%
Eternal Ltd
Retailing
1.81%1.28%1.28%
ITC Ltd
Diversified FMCG
1.38%1.10%1.10%
Tata Steel Ltd
Ferrous Metals
1.24%0.97%0.97%
Bharat Electronics Ltd
Aerospace & Defense
1.61%0.94%0.94%
Bajaj Finance Ltd
Finance
2.93%0.88%0.88%
Varun Beverages Ltd
Beverages
1.33%0.88%0.88%
SBI Life Insurance Co Ltd
Insurance
1.65%0.87%0.87%
Interglobe Aviation Ltd
Transport Services
1.24%0.82%0.82%
TVS Motor Co Ltd
Automobiles
0.75%1.25%0.75%
Maruti Suzuki India Ltd
Automobiles
1.60%0.62%0.62%
Divi's Laboratories Ltd
Pharmaceuticals & Biotechnology
1.30%0.54%0.54%
Ultratech Cement Ltd
Cement & Cement Products
2.47%0.51%0.51%
Vishal Mega Mart Ltd
Retailing
0.85%0.46%0.46%
Shriram Finance Ltd
Finance
0.46%1.66%0.46%
Sun Pharmaceutical Industries Ltd
Pharmaceuticals & Biotechnology
1.50%0.42%0.42%
Kotak Mahindra Bank Ltd
Banks
2.27%0.39%0.39%
HDFC Asset Management Co Ltd
Capital Markets
0.36%0.38%0.36%
Hindustan Unilever Ltd
Diversified FMCG
0.85%0.33%0.33%
Multi Commodity Exchange Of India Ltd
Capital Markets
0.29%1.10%0.29%
Titan Co Ltd
Consumer Durables
1.64%0.23%0.23%
Hindalco Industries Ltd
Non - Ferrous Metals
0.22%0.55%0.22%

Unique to CANARA ROBECO LARGE CAP

All top holdings are shared with the other fund.

Unique to Mirae Asset Aggressive Hybrid

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
19.0% (5)
IT - Software
3.1% (2)
Telecom - Services
3.0% (1)
Automobiles
3.0% (3)
Petroleum Products
3.0% (1)
Construction
2.7% (1)
Retailing
1.7% (2)
Power
1.5% (1)
Diversified FMCG
1.4% (2)
Finance
1.3% (2)
Ferrous Metals
1.0% (1)
Pharmaceuticals & Biotechnology
1.0% (2)
Aerospace & Defense
0.9% (1)
Beverages
0.9% (1)
Insurance
0.9% (1)
Transport Services
0.8% (1)
Capital Markets
0.7% (2)
Cement & Cement Products
0.5% (1)
Consumer Durables
0.2% (1)
Non - Ferrous Metals
0.2% (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.