CANARA ROBECO LARGE CAP FUND vs Parag Parikh Large Cap Fund

Canara Robeco vs PPFAS· Portfolio Overlap Analysis

70.0%High Overlap
46 common stocksRank #3112 / 5,000

Investor takeaway: These funds overlap 70.0%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.

Common Holdings (46)

StockWt% in CANARA ROBECO LARGE CAPWt% in Parag Parikh Large CapOverlap
HDFC Bank Ltd
Banks
8.87%9.77%8.87%
ICICI Bank Ltd
Banks
8.14%7.17%7.17%
Reliance Industries Ltd
Petroleum Products
5.22%6.82%5.22%
Bharti Airtel Ltd
Telecom - Services
4.25%3.79%3.79%
Larsen & Toubro Ltd
Construction
4.33%3.64%3.64%
State Bank of India
Banks
4.59%3.61%3.61%
Infosys Ltd
IT - Software
3.60%3.30%3.30%
Axis Bank Ltd
Banks
3.21%2.91%2.91%
Kotak Mahindra Bank Ltd
Banks
2.27%2.25%2.25%
Mahindra & Mahindra Ltd
Automobiles
3.32%2.20%2.20%
Bajaj Finance Ltd
Finance
2.93%1.92%1.92%
Maruti Suzuki India Ltd
Automobiles
1.60%1.41%1.41%
ITC Ltd
Diversified FMCG
1.38%2.19%1.38%
Sun Pharmaceutical Industries Ltd
Pharmaceuticals & Biotechnology
1.50%1.33%1.33%
NTPC Ltd
Power
1.50%1.31%1.31%
Tata Consultancy Services Ltd
IT - Software
1.30%1.95%1.30%
Titan Co Ltd
Consumer Durables
1.64%1.29%1.29%
Eternal Ltd
Retailing
1.81%1.28%1.28%
Tata Steel Ltd
Ferrous Metals
1.24%1.27%1.24%
Bharat Electronics Ltd
Aerospace & Defense
1.61%1.15%1.15%
Ultratech Cement Ltd
Cement & Cement Products
2.47%1.09%1.09%
Hindustan Unilever Ltd
Diversified FMCG
0.85%1.50%0.85%
Interglobe Aviation Ltd
Transport Services
1.24%0.79%0.79%
SBI Life Insurance Co Ltd
Insurance
1.65%0.66%0.66%
TVS Motor Co Ltd
Automobiles
0.75%0.66%0.66%
Trent Ltd
Retailing
0.77%0.63%0.63%
Tech Mahindra Ltd
IT - Software
1.29%0.62%0.62%
Max Healthcare Institute Ltd
Healthcare Services
1.34%0.59%0.59%
Divi's Laboratories Ltd
Pharmaceuticals & Biotechnology
1.30%0.59%0.59%
Tata Consumer Products Ltd
Agricultural Food & Other Products
1.43%0.54%0.54%
Hindustan Aeronautics Ltd
Aerospace & Defense
0.91%0.54%0.54%
Cholamandalam Investment and Finance Co Ltd
Finance
1.12%0.53%0.53%
Britannia Industries Ltd
Food Products
0.80%0.51%0.51%
Bajaj Auto Ltd
Automobiles
0.49%0.80%0.49%
Tata Power Co Ltd
Power
0.85%0.46%0.46%
Shriram Finance Ltd
Finance
0.46%1.10%0.46%
Varun Beverages Ltd
Beverages
1.33%0.45%0.45%
Samvardhana Motherson International Ltd
Auto Components
0.80%0.43%0.43%
Indian Hotels Co Ltd
Leisure Services
1.20%0.42%0.42%
HCL Technologies Ltd
IT - Software
0.40%1.06%0.40%
CG Power and Industrial Solutions Ltd
Electrical Equipment
1.26%0.36%0.36%
Torrent Pharmaceuticals Ltd
Pharmaceuticals & Biotechnology
1.03%0.33%0.33%
United Spirits Ltd
Beverages
1.17%0.30%0.30%
Info Edge (India) Ltd
Retailing
0.54%0.29%0.29%
Asian Paints Ltd
Consumer Durables
0.22%0.78%0.22%
Hindalco Industries Ltd
Non - Ferrous Metals
0.22%0.97%0.22%

Unique to CANARA ROBECO LARGE CAP

All top holdings are shared with the other fund.

Unique to Parag Parikh Large Cap

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
24.8% (5)
IT - Software
5.6% (4)
Petroleum Products
5.2% (1)
Automobiles
4.8% (4)
Telecom - Services
3.8% (1)
Construction
3.6% (1)
Finance
2.9% (3)
Pharmaceuticals & Biotechnology
2.3% (3)
Diversified FMCG
2.2% (2)
Retailing
2.2% (3)
Power
1.8% (2)
Aerospace & Defense
1.7% (2)
Consumer Durables
1.5% (2)
Ferrous Metals
1.2% (1)
Cement & Cement Products
1.1% (1)
Transport Services
0.8% (1)
Beverages
0.8% (2)
Insurance
0.7% (1)
Healthcare Services
0.6% (1)
Agricultural Food & Other Products
0.5% (1)
Food Products
0.5% (1)
Auto Components
0.4% (1)
Leisure Services
0.4% (1)
Electrical Equipment
0.4% (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.