CANARA ROBECO LARGE CAP FUND vs Mirae Asset Flexi Cap Fund

Canara Robeco vs Mirae· Portfolio Overlap Analysis

51.6%High Overlap
35 common stocksRank #8541 / 20,000

Investor takeaway: At 51.6% 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 (35)

StockWt% in CANARA ROBECO LARGE CAPWt% in Mirae Asset Flexi CapOverlap
HDFC Bank Ltd
Banks
8.87%6.63%6.63%
ICICI Bank Ltd
Banks
8.14%4.82%4.82%
Reliance Industries Ltd
Petroleum Products
5.22%4.26%4.26%
State Bank of India
Banks
4.59%3.74%3.74%
Bharti Airtel Ltd
Telecom - Services
4.25%2.57%2.57%
Larsen & Toubro Ltd
Construction
4.33%2.42%2.42%
Infosys Ltd
IT - Software
3.60%2.32%2.32%
Axis Bank Ltd
Banks
3.21%1.99%1.99%
Mahindra & Mahindra Ltd
Automobiles
3.32%1.71%1.71%
Ultratech Cement Ltd
Cement & Cement Products
2.47%1.35%1.35%
Tata Consultancy Services Ltd
IT - Software
1.30%1.36%1.30%
Divi's Laboratories Ltd
Pharmaceuticals & Biotechnology
1.30%1.47%1.30%
CG Power and Industrial Solutions Ltd
Electrical Equipment
1.26%1.51%1.26%
SBI Life Insurance Co Ltd
Insurance
1.65%1.20%1.20%
Titan Co Ltd
Consumer Durables
1.64%1.16%1.16%
Bharat Electronics Ltd
Aerospace & Defense
1.61%1.13%1.13%
ITC Ltd
Diversified FMCG
1.38%1.06%1.06%
Tech Mahindra Ltd
IT - Software
1.29%0.94%0.94%
Bajaj Finance Ltd
Finance
2.93%0.92%0.92%
Hindustan Aeronautics Ltd
Aerospace & Defense
0.91%1.05%0.91%
Mankind Pharma Ltd
Pharmaceuticals & Biotechnology
0.90%1.23%0.90%
NTPC Ltd
Power
1.50%0.89%0.89%
ICICI Prudential Asset Management Co Ltd
Capital Markets
0.80%1.11%0.80%
Britannia Industries Ltd
Food Products
0.80%1.05%0.80%
Eternal Ltd
Retailing
1.81%0.79%0.79%
Indian Hotels Co Ltd
Leisure Services
1.20%0.78%0.78%
TVS Motor Co Ltd
Automobiles
0.75%1.44%0.75%
Sun Pharmaceutical Industries Ltd
Pharmaceuticals & Biotechnology
1.50%0.56%0.56%
Interglobe Aviation Ltd
Transport Services
1.24%0.51%0.51%
Kotak Mahindra Bank Ltd
Banks
2.27%0.48%0.48%
Shriram Finance Ltd
Finance
0.46%0.72%0.46%
SRF Ltd
Chemicals & Petrochemicals
0.37%0.98%0.37%
Multi Commodity Exchange Of India Ltd
Capital Markets
0.29%1.66%0.29%
Hindalco Industries Ltd
Non - Ferrous Metals
0.22%0.46%0.22%
PB Fintech Ltd
Financial Technology (Fintech)
1.02%0.05%0.05%

Unique to CANARA ROBECO LARGE CAP

All top holdings are shared with the other fund.

Unique to Mirae Asset Flexi Cap

  • L&T Finance Ltd.1.79%

Sector Overlap Breakdown

Banks
17.7% (5)
IT - Software
4.6% (3)
Petroleum Products
4.3% (1)
Pharmaceuticals & Biotechnology
2.8% (3)
Telecom - Services
2.6% (1)
Automobiles
2.5% (2)
Construction
2.4% (1)
Aerospace & Defense
2.0% (2)
Finance
1.4% (2)
Cement & Cement Products
1.4% (1)
Electrical Equipment
1.3% (1)
Insurance
1.2% (1)
Consumer Durables
1.2% (1)
Capital Markets
1.1% (2)
Diversified FMCG
1.1% (1)
Power
0.9% (1)
Food Products
0.8% (1)
Retailing
0.8% (1)
Leisure Services
0.8% (1)
Transport Services
0.5% (1)
Chemicals & Petrochemicals
0.4% (1)
Non - Ferrous Metals
0.2% (1)
Financial Technology (Fintech)
0.1% (1)

More comparisons for CANARA ROBECO LARGE CAP

More comparisons for Mirae Asset Flexi Cap

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