CANARA ROBECO LARGE CAP FUND vs NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME
Canara Robeco vs Nippon· Portfolio Overlap Analysis
62.5%High Overlap
35 common stocksRank #4697 / 5,000
Investor takeaway: These funds overlap 62.5%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.
Common Holdings (35)
| Stock | Wt% in CANARA ROBECO LARGE CAP | Wt% in NIPPON INDIA RETIREMENT FUND - | Overlap |
|---|---|---|---|
ICICI Bank Ltd Banks | 8.14% | 7.59% | 7.59% |
HDFC Bank Ltd Banks | 8.87% | 7.08% | 7.08% |
Reliance Industries Ltd Petroleum Products | 5.22% | 4.56% | 4.56% |
State Bank of India Banks | 4.59% | 3.99% | 3.99% |
Larsen & Toubro Ltd Construction | 4.33% | 3.62% | 3.62% |
Axis Bank Ltd Banks | 3.21% | 3.20% | 3.20% |
Infosys Ltd IT - Software | 3.60% | 2.86% | 2.86% |
Bajaj Finance Ltd Finance | 2.93% | 2.86% | 2.86% |
Bharti Airtel Ltd Telecom - Services | 4.25% | 2.69% | 2.69% |
Mahindra & Mahindra Ltd Automobiles | 3.32% | 2.54% | 2.54% |
SBI Life Insurance Co Ltd Insurance | 1.65% | 1.95% | 1.65% |
Ultratech Cement Ltd Cement & Cement Products | 2.47% | 1.62% | 1.62% |
NTPC Ltd Power | 1.50% | 2.93% | 1.50% |
Titan Co Ltd Consumer Durables | 1.64% | 1.38% | 1.38% |
Eternal Ltd Retailing | 1.81% | 1.34% | 1.34% |
Tech Mahindra Ltd IT - Software | 1.29% | 1.84% | 1.29% |
Interglobe Aviation Ltd Transport Services | 1.24% | 1.54% | 1.24% |
United Spirits Ltd Beverages | 1.17% | 1.21% | 1.17% |
Varun Beverages Ltd Beverages | 1.33% | 1.15% | 1.15% |
Cholamandalam Investment and Finance Co Ltd Finance | 1.12% | 0.96% | 0.96% |
Hindustan Aeronautics Ltd Aerospace & Defense | 0.91% | 1.69% | 0.91% |
Samvardhana Motherson International Ltd Auto Components | 0.80% | 1.89% | 0.80% |
Britannia Industries Ltd Food Products | 0.80% | 0.77% | 0.77% |
PB Fintech Ltd Financial Technology (Fintech) | 1.02% | 0.76% | 0.76% |
TVS Motor Co Ltd Automobiles | 0.75% | 0.86% | 0.75% |
Tata Power Co Ltd Power | 0.85% | 0.72% | 0.72% |
Indian Hotels Co Ltd Leisure Services | 1.20% | 0.57% | 0.57% |
Mankind Pharma Ltd Pharmaceuticals & Biotechnology | 0.90% | 0.53% | 0.53% |
Info Edge (India) Ltd Retailing | 0.54% | 0.52% | 0.52% |
Abbott India Ltd Pharmaceuticals & Biotechnology | 0.49% | 0.68% | 0.49% |
Shriram Finance Ltd Finance | 0.46% | 0.78% | 0.46% |
SRF Ltd Chemicals & Petrochemicals | 0.37% | 0.61% | 0.37% |
HDFC Asset Management Co Ltd Capital Markets | 0.36% | 1.55% | 0.36% |
Hindalco Industries Ltd Non - Ferrous Metals | 0.22% | 0.44% | 0.22% |
Kwality Wall’s India Ltd Food Products | 0.01% | 0.02% | 0.01% |
Unique to CANARA ROBECO LARGE CAP
All top holdings are shared with the other fund.
Unique to NIPPON INDIA RETIREMENT FUND -
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks21.9% (4)
Petroleum Products4.6% (1)
Finance4.3% (3)
IT - Software4.2% (2)
Construction3.6% (1)
Automobiles3.3% (2)
Telecom - Services2.7% (1)
Beverages2.3% (2)
Power2.2% (2)
Retailing1.9% (2)
Insurance1.6% (1)
Cement & Cement Products1.6% (1)
Consumer Durables1.4% (1)
Transport Services1.2% (1)
Pharmaceuticals & Biotechnology1.0% (2)
Aerospace & Defense0.9% (1)
Auto Components0.8% (1)
Food Products0.8% (2)
Financial Technology (Fintech)0.8% (1)
Leisure Services0.6% (1)
Chemicals & Petrochemicals0.4% (1)
Capital Markets0.4% (1)
Non - Ferrous Metals0.2% (1)
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- vs HDFC Nifty 50 Index70.7% · 33 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.