CANARA ROBECO LARGE CAP FUND vs SBI RETIREMENT BENEFIT FUND - AGGRESSIVE PLAN
Canara Robeco vs SBI· Portfolio Overlap Analysis
46.8%High Overlap
18 common stocksRank #13618 / 20,000
Investor takeaway: At 46.8% 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 RETIREMENT BENEFIT FUND - | Overlap |
|---|---|---|---|
HDFC Bank Ltd Banks | 8.87% | 7.65% | 7.65% |
ICICI Bank Ltd Banks | 8.14% | 5.85% | 5.85% |
Reliance Industries Ltd Petroleum Products | 5.22% | 5.57% | 5.22% |
State Bank of India Banks | 4.59% | 4.50% | 4.50% |
Larsen & Toubro Ltd Construction | 4.33% | 4.38% | 4.33% |
Infosys Ltd IT - Software | 3.60% | 3.02% | 3.02% |
Axis Bank Ltd Banks | 3.21% | 2.99% | 2.99% |
Ultratech Cement Ltd Cement & Cement Products | 2.47% | 2.98% | 2.47% |
Bajaj Finance Ltd Finance | 2.93% | 2.31% | 2.31% |
Kotak Mahindra Bank Ltd Banks | 2.27% | 2.64% | 2.27% |
Maruti Suzuki India Ltd Automobiles | 1.60% | 3.91% | 1.60% |
Divi's Laboratories Ltd Pharmaceuticals & Biotechnology | 1.30% | 1.44% | 1.30% |
Indian Hotels Co Ltd Leisure Services | 1.20% | 1.30% | 1.20% |
TVS Motor Co Ltd Automobiles | 0.75% | 1.97% | 0.75% |
Abbott India Ltd Pharmaceuticals & Biotechnology | 0.49% | 1.48% | 0.49% |
Oberoi Realty Ltd Realty | 0.38% | 0.98% | 0.38% |
Asian Paints Ltd Consumer Durables | 0.22% | 1.47% | 0.22% |
Hindalco Industries Ltd Non - Ferrous Metals | 0.22% | 2.01% | 0.22% |
Unique to CANARA ROBECO LARGE CAP
- Bharti Airtel Ltd4.25%
- Mahindra & Mahindra Ltd3.32%
Unique to SBI RETIREMENT BENEFIT FUND -
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks23.3% (5)
Petroleum Products5.2% (1)
Construction4.3% (1)
IT - Software3.0% (1)
Cement & Cement Products2.5% (1)
Automobiles2.4% (2)
Finance2.3% (1)
Pharmaceuticals & Biotechnology1.8% (2)
Leisure Services1.2% (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 RETIREMENT BENEFIT FUND -
- vs SBI RETIREMENT BENEFIT FUND - 79.2% · 52 stocks
- vs SBI ESG Exclusionary Strategy72.3% · 35 stocks
- vs SBI Dividend Yield47.0% · 20 stocks
- vs Mahindra Manulife ELSS Tax Sav46.2% · 20 stocks
- vs NIPPON INDIA LARGE CAP45.2% · 17 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.