CANARA ROBECO LARGE CAP FUND vs PGIM INDIA AGGRESSIVE HYBRID EQUITY FUND

Canara Robeco vs PGIM· Portfolio Overlap Analysis

46.1%High Overlap
28 common stocksRank #14408 / 20,000

Investor takeaway: At 46.1% 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 (28)

StockWt% in CANARA ROBECO LARGE CAPWt% in PGIM INDIA AGGRESSIVE HYBRID EOverlap
HDFC Bank Ltd
Banks
8.87%6.26%6.26%
ICICI Bank Ltd
Banks
8.14%6.24%6.24%
Reliance Industries Ltd
Petroleum Products
5.22%3.75%3.75%
Bharti Airtel Ltd
Telecom - Services
4.25%3.68%3.68%
Larsen & Toubro Ltd
Construction
4.33%3.52%3.52%
State Bank of India
Banks
4.59%2.29%2.29%
Bajaj Finance Ltd
Finance
2.93%2.02%2.02%
Titan Co Ltd
Consumer Durables
1.64%2.36%1.64%
Ultratech Cement Ltd
Cement & Cement Products
2.47%1.47%1.47%
Max Healthcare Institute Ltd
Healthcare Services
1.34%1.42%1.34%
Varun Beverages Ltd
Beverages
1.33%1.72%1.33%
Mahindra & Mahindra Ltd
Automobiles
3.32%1.30%1.30%
Eternal Ltd
Retailing
1.81%1.11%1.11%
Tata Steel Ltd
Ferrous Metals
1.24%1.10%1.10%
Bharat Electronics Ltd
Aerospace & Defense
1.61%0.97%0.97%
Vishal Mega Mart Ltd
Retailing
0.85%1.16%0.85%
ICICI Prudential Asset Management Co Ltd
Capital Markets
0.80%0.93%0.80%
Britannia Industries Ltd
Food Products
0.80%1.10%0.80%
CG Power and Industrial Solutions Ltd
Electrical Equipment
1.26%0.77%0.77%
TVS Motor Co Ltd
Automobiles
0.75%0.83%0.75%
ITC Ltd
Diversified FMCG
1.38%0.71%0.71%
Tata Consultancy Services Ltd
IT - Software
1.30%0.66%0.66%
PB Fintech Ltd
Financial Technology (Fintech)
1.02%0.58%0.58%
Uno Minda Ltd
Auto Components
0.57%1.29%0.57%
United Spirits Ltd
Beverages
1.17%0.52%0.52%
Infosys Ltd
IT - Software
3.60%0.44%0.44%
SRF Ltd
Chemicals & Petrochemicals
0.37%1.08%0.37%
Multi Commodity Exchange Of India Ltd
Capital Markets
0.29%0.81%0.29%

Unique to CANARA ROBECO LARGE CAP

  • Axis Bank Ltd3.21%

Unique to PGIM INDIA AGGRESSIVE HYBRID E

  • PGIM Jennison Global Equity Opportunities Fund9.68%

Sector Overlap Breakdown

Banks
14.8% (3)
Petroleum Products
3.8% (1)
Telecom - Services
3.7% (1)
Construction
3.5% (1)
Automobiles
2.0% (2)
Finance
2.0% (1)
Retailing
2.0% (2)
Beverages
1.9% (2)
Consumer Durables
1.6% (1)
Cement & Cement Products
1.5% (1)
Healthcare Services
1.3% (1)
Ferrous Metals
1.1% (1)
IT - Software
1.1% (2)
Capital Markets
1.1% (2)
Aerospace & Defense
1.0% (1)
Food Products
0.8% (1)
Electrical Equipment
0.8% (1)
Diversified FMCG
0.7% (1)
Financial Technology (Fintech)
0.6% (1)
Auto Components
0.6% (1)
Chemicals & Petrochemicals
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.