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)

StockWt% in CANARA ROBECO LARGE CAPWt% 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

Banks
23.3% (5)
Petroleum Products
5.2% (1)
Construction
4.3% (1)
IT - Software
3.0% (1)
Cement & Cement Products
2.5% (1)
Automobiles
2.4% (2)
Finance
2.3% (1)
Pharmaceuticals & Biotechnology
1.8% (2)
Leisure Services
1.2% (1)
Realty
0.4% (1)
Consumer Durables
0.2% (1)
Non - Ferrous Metals
0.2% (1)

More comparisons for CANARA ROBECO LARGE CAP

More comparisons for SBI RETIREMENT BENEFIT FUND -

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