CANARA ROBECO LARGE CAP FUND vs Shriram Balanced Advantage Fund
Canara Robeco vs Shriram· Portfolio Overlap Analysis
48.0%High Overlap
25 common stocksRank #12290 / 20,000
Investor takeaway: At 48.0% 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 (25)
| Stock | Wt% in CANARA ROBECO LARGE CAP | Wt% in Shriram Balanced Advantage | Overlap |
|---|---|---|---|
HDFC Bank Ltd Banks | 8.87% | 6.75% | 6.75% |
Reliance Industries Ltd Petroleum Products | 5.22% | 5.10% | 5.10% |
ICICI Bank Ltd Banks | 8.14% | 4.07% | 4.07% |
Bharti Airtel Ltd Telecom - Services | 4.25% | 3.65% | 3.65% |
State Bank of India Banks | 4.59% | 3.38% | 3.38% |
Mahindra & Mahindra Ltd Automobiles | 3.32% | 2.48% | 2.48% |
Infosys Ltd IT - Software | 3.60% | 2.22% | 2.22% |
Axis Bank Ltd Banks | 3.21% | 2.20% | 2.20% |
Kotak Mahindra Bank Ltd Banks | 2.27% | 2.08% | 2.08% |
Bajaj Finance Ltd Finance | 2.93% | 1.91% | 1.91% |
Bharat Electronics Ltd Aerospace & Defense | 1.61% | 1.71% | 1.61% |
Sun Pharmaceutical Industries Ltd Pharmaceuticals & Biotechnology | 1.50% | 2.23% | 1.50% |
ITC Ltd Diversified FMCG | 1.38% | 2.42% | 1.38% |
Larsen & Toubro Ltd Construction | 4.33% | 1.29% | 1.29% |
Interglobe Aviation Ltd Transport Services | 1.24% | 1.23% | 1.23% |
Tata Consultancy Services Ltd IT - Software | 1.30% | 1.20% | 1.20% |
NTPC Ltd Power | 1.50% | 1.05% | 1.05% |
Maruti Suzuki India Ltd Automobiles | 1.60% | 0.97% | 0.97% |
Varun Beverages Ltd Beverages | 1.33% | 0.94% | 0.94% |
Eternal Ltd Retailing | 1.81% | 0.85% | 0.85% |
TVS Motor Co Ltd Automobiles | 0.75% | 0.64% | 0.64% |
Divi's Laboratories Ltd Pharmaceuticals & Biotechnology | 1.30% | 0.54% | 0.54% |
SBI Life Insurance Co Ltd Insurance | 1.65% | 0.47% | 0.47% |
HCL Technologies Ltd IT - Software | 0.40% | 2.02% | 0.40% |
ICICI Prudential Asset Management Co Ltd Capital Markets | 0.80% | 0.05% | 0.05% |
Unique to CANARA ROBECO LARGE CAP
All top holdings are shared with the other fund.
Unique to Shriram Balanced Advantage
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks18.5% (5)
Petroleum Products5.1% (1)
Automobiles4.1% (3)
IT - Software3.8% (3)
Telecom - Services3.6% (1)
Pharmaceuticals & Biotechnology2.0% (2)
Finance1.9% (1)
Aerospace & Defense1.6% (1)
Diversified FMCG1.4% (1)
Construction1.3% (1)
Transport Services1.2% (1)
Power1.1% (1)
Beverages0.9% (1)
Retailing0.8% (1)
Insurance0.5% (1)
Capital Markets0.1% (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 Shriram Balanced Advantage
- vs Shriram Aggressive Hybrid57.5% · 54 stocks
- vs Shriram Multi Asset Allocation56.7% · 51 stocks
- vs Shriram Flexi Cap54.4% · 43 stocks
- vs Shriram ELSS Tax Saver54.1% · 43 stocks
- vs Axis Nifty 100 Index52.8% · 35 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.