CANARA ROBECO LARGE CAP FUND vs Shriram Multi Asset Allocation Fund

Canara Robeco vs Shriram· Portfolio Overlap Analysis

46.7%High Overlap
27 common stocksRank #13706 / 20,000

Investor takeaway: At 46.7% 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 (27)

StockWt% in CANARA ROBECO LARGE CAPWt% in Shriram Multi Asset AllocationOverlap
Reliance Industries Ltd
Petroleum Products
5.22%5.00%5.00%
HDFC Bank Ltd
Banks
8.87%4.63%4.63%
ICICI Bank Ltd
Banks
8.14%3.97%3.97%
State Bank of India
Banks
4.59%3.35%3.35%
Bharti Airtel Ltd
Telecom - Services
4.25%3.31%3.31%
Axis Bank Ltd
Banks
3.21%2.72%2.72%
Infosys Ltd
IT - Software
3.60%2.59%2.59%
Kotak Mahindra Bank Ltd
Banks
2.27%2.22%2.22%
Bajaj Finance Ltd
Finance
2.93%2.18%2.18%
Mahindra & Mahindra Ltd
Automobiles
3.32%2.02%2.02%
Sun Pharmaceutical Industries Ltd
Pharmaceuticals & Biotechnology
1.50%2.43%1.50%
Larsen & Toubro Ltd
Construction
4.33%1.40%1.40%
ITC Ltd
Diversified FMCG
1.38%1.54%1.38%
Tata Consultancy Services Ltd
IT - Software
1.30%1.54%1.30%
NTPC Ltd
Power
1.50%1.15%1.15%
Interglobe Aviation Ltd
Transport Services
1.24%1.14%1.14%
Varun Beverages Ltd
Beverages
1.33%0.99%0.99%
Tata Steel Ltd
Ferrous Metals
1.24%0.98%0.98%
Divi's Laboratories Ltd
Pharmaceuticals & Biotechnology
1.30%0.93%0.93%
Eternal Ltd
Retailing
1.81%0.81%0.81%
TVS Motor Co Ltd
Automobiles
0.75%1.15%0.75%
Maruti Suzuki India Ltd
Automobiles
1.60%0.73%0.73%
Bharat Electronics Ltd
Aerospace & Defense
1.61%0.44%0.44%
Hindustan Aeronautics Ltd
Aerospace & Defense
0.91%0.42%0.42%
HCL Technologies Ltd
IT - Software
0.40%1.45%0.40%
SBI Life Insurance Co Ltd
Insurance
1.65%0.35%0.35%
ICICI Prudential Asset Management Co Ltd
Capital Markets
0.80%0.04%0.04%

Unique to CANARA ROBECO LARGE CAP

All top holdings are shared with the other fund.

Unique to Shriram Multi Asset Allocation

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
16.9% (5)
Petroleum Products
5.0% (1)
IT - Software
4.3% (3)
Automobiles
3.5% (3)
Telecom - Services
3.3% (1)
Pharmaceuticals & Biotechnology
2.4% (2)
Finance
2.2% (1)
Construction
1.4% (1)
Diversified FMCG
1.4% (1)
Power
1.1% (1)
Transport Services
1.1% (1)
Beverages
1.0% (1)
Ferrous Metals
1.0% (1)
Aerospace & Defense
0.9% (2)
Retailing
0.8% (1)
Insurance
0.3% (1)
Capital Markets
0.0% (1)

More comparisons for CANARA ROBECO LARGE CAP

More comparisons for Shriram Multi Asset Allocation

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