CANARA ROBECO LARGE CAP FUND vs SBI ESG Exclusionary Strategy Fund
Canara Robeco vs SBI· Portfolio Overlap Analysis
49.2%High Overlap
18 common stocksRank #10919 / 20,000
Investor takeaway: At 49.2% 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 (18)
| Stock | Wt% in CANARA ROBECO LARGE CAP | Wt% in SBI ESG Exclusionary Strategy | Overlap |
|---|---|---|---|
HDFC Bank Ltd Banks | 8.87% | 8.66% | 8.66% |
ICICI Bank Ltd Banks | 8.14% | 8.46% | 8.14% |
State Bank of India Banks | 4.59% | 5.61% | 4.59% |
Larsen & Toubro Ltd Construction | 4.33% | 5.06% | 4.33% |
Infosys Ltd IT - Software | 3.60% | 4.96% | 3.60% |
Axis Bank Ltd Banks | 3.21% | 5.17% | 3.21% |
Bajaj Finance Ltd Finance | 2.93% | 3.78% | 2.93% |
Reliance Industries Ltd Petroleum Products | 5.22% | 2.54% | 2.54% |
Ultratech Cement Ltd Cement & Cement Products | 2.47% | 3.74% | 2.47% |
Kotak Mahindra Bank Ltd Banks | 2.27% | 3.88% | 2.27% |
Maruti Suzuki India Ltd Automobiles | 1.60% | 4.14% | 1.60% |
Divi's Laboratories Ltd Pharmaceuticals & Biotechnology | 1.30% | 1.51% | 1.30% |
Indian Hotels Co Ltd Leisure Services | 1.20% | 1.45% | 1.20% |
Britannia Industries Ltd Food Products | 0.80% | 1.47% | 0.80% |
TVS Motor Co Ltd Automobiles | 0.75% | 2.72% | 0.75% |
Oberoi Realty Ltd Realty | 0.38% | 1.19% | 0.38% |
Asian Paints Ltd Consumer Durables | 0.22% | 2.58% | 0.22% |
Hindalco Industries Ltd Non - Ferrous Metals | 0.22% | 2.81% | 0.22% |
Unique to CANARA ROBECO LARGE CAP
- Bharti Airtel Ltd4.25%
- Mahindra & Mahindra Ltd3.32%
Unique to SBI ESG Exclusionary Strategy
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks26.9% (5)
Construction4.3% (1)
IT - Software3.6% (1)
Finance2.9% (1)
Petroleum Products2.5% (1)
Cement & Cement Products2.5% (1)
Automobiles2.4% (2)
Pharmaceuticals & Biotechnology1.3% (1)
Leisure Services1.2% (1)
Food Products0.8% (1)
Realty0.4% (1)
Consumer Durables0.2% (1)
Non - Ferrous Metals0.2% (1)
More comparisons for CANARA ROBECO LARGE CAP
- vs CANARA ROBECO FLEXICAP74.8% · 49 stocks
- vs Axis Large Cap73.0% · 39 stocks
- vs Baroda BNP Paribas Nifty 50 In70.8% · 33 stocks
- vs HDFC NIFTY 50 ETF70.7% · 33 stocks
- vs HDFC Nifty 50 Index70.7% · 33 stocks
More comparisons for SBI ESG Exclusionary Strategy
- vs SBI RETIREMENT BENEFIT FUND - 72.3% · 35 stocks
- vs SBI RETIREMENT BENEFIT FUND - 60.5% · 35 stocks
- vs SBI Dividend Yield52.3% · 21 stocks
- vs SBI Large Cap50.4% · 18 stocks
- vs Axis Large Cap49.9% · 17 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.