CANARA ROBECO LARGE CAP FUND vs NIPPON INDIA QUANT FUND

Canara Robeco vs Nippon· Portfolio Overlap Analysis

53.3%High Overlap
21 common stocksRank #7569 / 20,000

Investor takeaway: At 53.3% 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 (21)

StockWt% in CANARA ROBECO LARGE CAPWt% in NIPPON INDIA QUANTOverlap
ICICI Bank Ltd
Banks
8.14%7.35%7.35%
HDFC Bank Ltd
Banks
8.87%5.92%5.92%
Reliance Industries Ltd
Petroleum Products
5.22%5.95%5.22%
State Bank of India
Banks
4.59%6.09%4.59%
Larsen & Toubro Ltd
Construction
4.33%5.51%4.33%
Bharti Airtel Ltd
Telecom - Services
4.25%3.68%3.68%
Infosys Ltd
IT - Software
3.60%3.71%3.60%
Mahindra & Mahindra Ltd
Automobiles
3.32%3.32%3.32%
Bajaj Finance Ltd
Finance
2.93%2.12%2.12%
SBI Life Insurance Co Ltd
Insurance
1.65%1.81%1.65%
Bharat Electronics Ltd
Aerospace & Defense
1.61%3.76%1.61%
Maruti Suzuki India Ltd
Automobiles
1.60%2.03%1.60%
NTPC Ltd
Power
1.50%2.72%1.50%
Tata Consumer Products Ltd
Agricultural Food & Other Products
1.43%1.42%1.42%
Tech Mahindra Ltd
IT - Software
1.29%2.17%1.29%
Tata Steel Ltd
Ferrous Metals
1.24%2.26%1.24%
Britannia Industries Ltd
Food Products
0.80%1.81%0.80%
TVS Motor Co Ltd
Automobiles
0.75%2.58%0.75%
Bajaj Auto Ltd
Automobiles
0.49%1.88%0.49%
Shriram Finance Ltd
Finance
0.46%2.21%0.46%
HDFC Asset Management Co Ltd
Capital Markets
0.36%1.92%0.36%

Unique to CANARA ROBECO LARGE CAP

  • Axis Bank Ltd3.21%

Unique to NIPPON INDIA QUANT

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
17.9% (3)
Automobiles
6.2% (4)
Petroleum Products
5.2% (1)
IT - Software
4.9% (2)
Construction
4.3% (1)
Telecom - Services
3.7% (1)
Finance
2.6% (2)
Insurance
1.6% (1)
Aerospace & Defense
1.6% (1)
Power
1.5% (1)
Agricultural Food & Other Products
1.4% (1)
Ferrous Metals
1.2% (1)
Food Products
0.8% (1)
Capital Markets
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.