CANARA ROBECO LARGE CAP FUND vs PGIM INDIA LARGE AND MIDCAP FUND

Canara Robeco vs PGIM· Portfolio Overlap Analysis

45.5%High Overlap
32 common stocksRank #15184 / 20,000

Investor takeaway: At 45.5% 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 (32)

StockWt% in CANARA ROBECO LARGE CAPWt% in PGIM INDIA LARGE AND MIDCAPOverlap
HDFC Bank Ltd
Banks
8.87%4.19%4.19%
ICICI Bank Ltd
Banks
8.14%4.16%4.16%
Reliance Industries Ltd
Petroleum Products
5.22%3.93%3.93%
Larsen & Toubro Ltd
Construction
4.33%3.23%3.23%
Bharti Airtel Ltd
Telecom - Services
4.25%2.68%2.68%
Bajaj Finance Ltd
Finance
2.93%2.18%2.18%
Eternal Ltd
Retailing
1.81%1.92%1.81%
State Bank of India
Banks
4.59%1.66%1.66%
Maruti Suzuki India Ltd
Automobiles
1.60%1.44%1.44%
Bharat Electronics Ltd
Aerospace & Defense
1.61%1.43%1.43%
SBI Life Insurance Co Ltd
Insurance
1.65%1.35%1.35%
Max Healthcare Institute Ltd
Healthcare Services
1.34%1.54%1.34%
Varun Beverages Ltd
Beverages
1.33%1.71%1.33%
Tata Consultancy Services Ltd
IT - Software
1.30%2.53%1.30%
Divi's Laboratories Ltd
Pharmaceuticals & Biotechnology
1.30%1.42%1.30%
CG Power and Industrial Solutions Ltd
Electrical Equipment
1.26%1.13%1.13%
PB Fintech Ltd
Financial Technology (Fintech)
1.02%1.29%1.02%
Mahindra & Mahindra Ltd
Automobiles
3.32%0.99%0.99%
NTPC Ltd
Power
1.50%0.97%0.97%
Mankind Pharma Ltd
Pharmaceuticals & Biotechnology
0.90%1.85%0.90%
Vishal Mega Mart Ltd
Retailing
0.85%1.08%0.85%
ICICI Prudential Asset Management Co Ltd
Capital Markets
0.80%1.64%0.80%
Cholamandalam Investment and Finance Co Ltd
Finance
1.12%0.76%0.76%
TVS Motor Co Ltd
Automobiles
0.75%1.00%0.75%
Titan Co Ltd
Consumer Durables
1.64%0.68%0.68%
Sun Pharmaceutical Industries Ltd
Pharmaceuticals & Biotechnology
1.50%0.59%0.59%
Uno Minda Ltd
Auto Components
0.57%1.49%0.57%
United Spirits Ltd
Beverages
1.17%0.54%0.54%
Info Edge (India) Ltd
Retailing
0.54%1.63%0.54%
Shriram Finance Ltd
Finance
0.46%1.04%0.46%
SRF Ltd
Chemicals & Petrochemicals
0.37%0.89%0.37%
Multi Commodity Exchange Of India Ltd
Capital Markets
0.29%1.21%0.29%

Unique to CANARA ROBECO LARGE CAP

  • Infosys Ltd3.60%
  • Axis Bank Ltd3.21%

Unique to PGIM INDIA LARGE AND MIDCAP

  • Solar Industries India Ltd.1.99%

Sector Overlap Breakdown

Banks
10.0% (3)
Petroleum Products
3.9% (1)
Finance
3.4% (3)
Construction
3.2% (1)
Retailing
3.2% (3)
Automobiles
3.2% (3)
Pharmaceuticals & Biotechnology
2.8% (3)
Telecom - Services
2.7% (1)
Beverages
1.9% (2)
Aerospace & Defense
1.4% (1)
Insurance
1.4% (1)
Healthcare Services
1.3% (1)
IT - Software
1.3% (1)
Electrical Equipment
1.1% (1)
Capital Markets
1.1% (2)
Financial Technology (Fintech)
1.0% (1)
Power
1.0% (1)
Consumer Durables
0.7% (1)
Auto Components
0.6% (1)
Chemicals & Petrochemicals
0.4% (1)

More comparisons for CANARA ROBECO LARGE CAP

More comparisons for PGIM INDIA LARGE AND MIDCAP

Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.