CANARA ROBECO LARGE CAP FUND vs TATA ELSS FUND

Canara Robeco vs Tata· Portfolio Overlap Analysis

44.4%High Overlap
27 common stocksRank #17034 / 20,000

Investor takeaway: At 44.4% 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 TATA ELSSOverlap
HDFC Bank Ltd
Banks
8.87%6.50%6.50%
ICICI Bank Ltd
Banks
8.14%6.19%6.19%
State Bank of India
Banks
4.59%5.24%4.59%
Reliance Industries Ltd
Petroleum Products
5.22%4.03%4.03%
Larsen & Toubro Ltd
Construction
4.33%3.22%3.22%
Infosys Ltd
IT - Software
3.60%2.27%2.27%
Ultratech Cement Ltd
Cement & Cement Products
2.47%1.90%1.90%
Bajaj Finance Ltd
Finance
2.93%1.66%1.66%
Sun Pharmaceutical Industries Ltd
Pharmaceuticals & Biotechnology
1.50%1.77%1.50%
NTPC Ltd
Power
1.50%2.82%1.50%
Bharat Electronics Ltd
Aerospace & Defense
1.61%1.36%1.36%
SBI Life Insurance Co Ltd
Insurance
1.65%1.31%1.31%
Eternal Ltd
Retailing
1.81%1.07%1.07%
PB Fintech Ltd
Financial Technology (Fintech)
1.02%1.22%1.02%
Interglobe Aviation Ltd
Transport Services
1.24%0.88%0.88%
Samvardhana Motherson International Ltd
Auto Components
0.80%2.91%0.80%
ICICI Prudential Asset Management Co Ltd
Capital Markets
0.80%1.27%0.80%
PI Industries Ltd
Fertilizers & Agrochemicals
0.75%1.00%0.75%
Uno Minda Ltd
Auto Components
0.57%1.12%0.57%
Abbott India Ltd
Pharmaceuticals & Biotechnology
0.49%0.81%0.49%
Indian Hotels Co Ltd
Leisure Services
1.20%0.47%0.47%
Tata Steel Ltd
Ferrous Metals
1.24%0.43%0.43%
HCL Technologies Ltd
IT - Software
0.40%1.26%0.40%
Multi Commodity Exchange Of India Ltd
Capital Markets
0.29%1.08%0.29%
Hindalco Industries Ltd
Non - Ferrous Metals
0.22%1.47%0.22%
Tata Motors Ltd
Agricultural, Commercial & Construction Vehicles
0.19%0.83%0.19%
Kwality Wall’s India Ltd
Food Products
0.01%0.00%0.00%

Unique to CANARA ROBECO LARGE CAP

  • Bharti Airtel Ltd4.25%
  • Mahindra & Mahindra Ltd3.32%
  • Axis Bank Ltd3.21%

Unique to TATA ELSS

  • CUMMINS INDIA LTD.2.41%
  • PRICOL LTD.2.25%

Sector Overlap Breakdown

Banks
17.3% (3)
Petroleum Products
4.0% (1)
Construction
3.2% (1)
IT - Software
2.7% (2)
Pharmaceuticals & Biotechnology
2.0% (2)
Cement & Cement Products
1.9% (1)
Finance
1.7% (1)
Power
1.5% (1)
Auto Components
1.4% (2)
Aerospace & Defense
1.4% (1)
Insurance
1.3% (1)
Capital Markets
1.1% (2)
Retailing
1.1% (1)
Financial Technology (Fintech)
1.0% (1)
Transport Services
0.9% (1)
Fertilizers & Agrochemicals
0.8% (1)
Leisure Services
0.5% (1)
Ferrous Metals
0.4% (1)
Non - Ferrous Metals
0.2% (1)
Agricultural, Commercial & Construction Vehicles
0.2% (1)
Food Products
0.0% (1)

More comparisons for CANARA ROBECO LARGE CAP

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