CANARA ROBECO LARGE CAP FUND vs PGIM INDIA ELSS TAX SAVER FUND

Canara Robeco vs PGIM· Portfolio Overlap Analysis

58.0%High Overlap
30 common stocksRank #5898 / 20,000

Investor takeaway: At 58.0% 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 (30)

StockWt% in CANARA ROBECO LARGE CAPWt% in PGIM INDIA ELSS TAX SAVEROverlap
HDFC Bank Ltd
Banks
8.87%8.22%8.22%
ICICI Bank Ltd
Banks
8.14%6.82%6.82%
Reliance Industries Ltd
Petroleum Products
5.22%4.91%4.91%
Bharti Airtel Ltd
Telecom - Services
4.25%3.84%3.84%
Larsen & Toubro Ltd
Construction
4.33%3.40%3.40%
Bajaj Finance Ltd
Finance
2.93%2.87%2.87%
Ultratech Cement Ltd
Cement & Cement Products
2.47%2.48%2.47%
State Bank of India
Banks
4.59%2.38%2.38%
Kotak Mahindra Bank Ltd
Banks
2.27%2.40%2.27%
Eternal Ltd
Retailing
1.81%1.79%1.79%
Infosys Ltd
IT - Software
3.60%1.69%1.69%
Titan Co Ltd
Consumer Durables
1.64%1.51%1.51%
Max Healthcare Institute Ltd
Healthcare Services
1.34%1.76%1.34%
Varun Beverages Ltd
Beverages
1.33%1.94%1.33%
Tata Consultancy Services Ltd
IT - Software
1.30%1.58%1.30%
SBI Life Insurance Co Ltd
Insurance
1.65%1.21%1.21%
Bharat Electronics Ltd
Aerospace & Defense
1.61%1.19%1.19%
Cholamandalam Investment and Finance Co Ltd
Finance
1.12%1.64%1.12%
CG Power and Industrial Solutions Ltd
Electrical Equipment
1.26%1.10%1.10%
Mahindra & Mahindra Ltd
Automobiles
3.32%0.98%0.98%
Mankind Pharma Ltd
Pharmaceuticals & Biotechnology
0.90%2.09%0.90%
Vishal Mega Mart Ltd
Retailing
0.85%1.21%0.85%
ICICI Prudential Asset Management Co Ltd
Capital Markets
0.80%1.12%0.80%
TVS Motor Co Ltd
Automobiles
0.75%1.12%0.75%
ITC Ltd
Diversified FMCG
1.38%0.70%0.70%
United Spirits Ltd
Beverages
1.17%0.63%0.63%
Uno Minda Ltd
Auto Components
0.57%2.22%0.57%
Abbott India Ltd
Pharmaceuticals & Biotechnology
0.49%0.42%0.42%
SRF Ltd
Chemicals & Petrochemicals
0.37%1.19%0.37%
Multi Commodity Exchange Of India Ltd
Capital Markets
0.29%0.84%0.29%

Unique to CANARA ROBECO LARGE CAP

  • Axis Bank Ltd3.21%

Unique to PGIM INDIA ELSS TAX SAVER

  • ICICI Lombard General Insurance Co. Ltd.2.59%

Sector Overlap Breakdown

Banks
19.7% (4)
Petroleum Products
4.9% (1)
Finance
4.0% (2)
Telecom - Services
3.8% (1)
Construction
3.4% (1)
IT - Software
3.0% (2)
Retailing
2.6% (2)
Cement & Cement Products
2.5% (1)
Beverages
2.0% (2)
Automobiles
1.7% (2)
Consumer Durables
1.5% (1)
Healthcare Services
1.3% (1)
Pharmaceuticals & Biotechnology
1.3% (2)
Insurance
1.2% (1)
Aerospace & Defense
1.2% (1)
Electrical Equipment
1.1% (1)
Capital Markets
1.1% (2)
Diversified FMCG
0.7% (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.