CANARA ROBECO LARGE CAP FUND vs NIPPON INDIA BALANCED ADVANTAGE FUND

Canara Robeco vs Nippon· Portfolio Overlap Analysis

46.9%High Overlap
34 common stocksRank #13415 / 20,000

Investor takeaway: At 46.9% 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 (34)

StockWt% in CANARA ROBECO LARGE CAPWt% in NIPPON INDIA BALANCED ADVANTAGOverlap
ICICI Bank Ltd
Banks
8.14%5.35%5.35%
HDFC Bank Ltd
Banks
8.87%3.91%3.91%
State Bank of India
Banks
4.59%3.43%3.43%
Reliance Industries Ltd
Petroleum Products
5.22%2.66%2.66%
Infosys Ltd
IT - Software
3.60%2.54%2.54%
Axis Bank Ltd
Banks
3.21%2.41%2.41%
Bharti Airtel Ltd
Telecom - Services
4.25%2.33%2.33%
Mahindra & Mahindra Ltd
Automobiles
3.32%2.30%2.30%
Larsen & Toubro Ltd
Construction
4.33%2.00%2.00%
Bajaj Finance Ltd
Finance
2.93%1.90%1.90%
NTPC Ltd
Power
1.50%2.27%1.50%
ITC Ltd
Diversified FMCG
1.38%1.16%1.16%
Kotak Mahindra Bank Ltd
Banks
2.27%1.07%1.07%
Eternal Ltd
Retailing
1.81%1.02%1.02%
Cholamandalam Investment and Finance Co Ltd
Finance
1.12%0.96%0.96%
Maruti Suzuki India Ltd
Automobiles
1.60%0.87%0.87%
Hindustan Unilever Ltd
Diversified FMCG
0.85%0.90%0.85%
SBI Life Insurance Co Ltd
Insurance
1.65%0.84%0.84%
Samvardhana Motherson International Ltd
Auto Components
0.80%1.05%0.80%
Britannia Industries Ltd
Food Products
0.80%0.87%0.80%
CG Power and Industrial Solutions Ltd
Electrical Equipment
1.26%0.79%0.79%
Interglobe Aviation Ltd
Transport Services
1.24%0.75%0.75%
TVS Motor Co Ltd
Automobiles
0.75%1.10%0.75%
Tata Power Co Ltd
Power
0.85%0.73%0.73%
Tata Steel Ltd
Ferrous Metals
1.24%0.72%0.72%
Hindustan Aeronautics Ltd
Aerospace & Defense
0.91%0.69%0.69%
PB Fintech Ltd
Financial Technology (Fintech)
1.02%0.64%0.64%
Tech Mahindra Ltd
IT - Software
1.29%0.63%0.63%
Varun Beverages Ltd
Beverages
1.33%0.61%0.61%
Titan Co Ltd
Consumer Durables
1.64%0.46%0.46%
Indian Hotels Co Ltd
Leisure Services
1.20%0.45%0.45%
Bharat Electronics Ltd
Aerospace & Defense
1.61%0.37%0.37%
SRF Ltd
Chemicals & Petrochemicals
0.37%0.41%0.37%
United Spirits Ltd
Beverages
1.17%0.21%0.21%

Unique to CANARA ROBECO LARGE CAP

All top holdings are shared with the other fund.

Unique to NIPPON INDIA BALANCED ADVANTAG

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
16.2% (5)
Automobiles
3.9% (3)
IT - Software
3.2% (2)
Finance
2.9% (2)
Petroleum Products
2.7% (1)
Telecom - Services
2.3% (1)
Power
2.2% (2)
Diversified FMCG
2.0% (2)
Construction
2.0% (1)
Aerospace & Defense
1.1% (2)
Retailing
1.0% (1)
Insurance
0.8% (1)
Beverages
0.8% (2)
Auto Components
0.8% (1)
Food Products
0.8% (1)
Electrical Equipment
0.8% (1)
Transport Services
0.8% (1)
Ferrous Metals
0.7% (1)
Financial Technology (Fintech)
0.6% (1)
Consumer Durables
0.5% (1)
Leisure Services
0.5% (1)
Chemicals & Petrochemicals
0.4% (1)

More comparisons for CANARA ROBECO LARGE CAP

More comparisons for NIPPON INDIA BALANCED ADVANTAG

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