CANARA ROBECO LARGE CAP FUND vs TATA LARGE CAP FUND

Canara Robeco vs Tata· Portfolio Overlap Analysis

55.8%High Overlap
21 common stocksRank #6604 / 20,000

Investor takeaway: At 55.8% 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 (21)

StockWt% in CANARA ROBECO LARGE CAPWt% in TATA LARGE CAPOverlap
HDFC Bank Ltd
Banks
8.87%8.20%8.20%
ICICI Bank Ltd
Banks
8.14%9.12%8.14%
Reliance Industries Ltd
Petroleum Products
5.22%5.26%5.22%
Larsen & Toubro Ltd
Construction
4.33%3.58%3.58%
State Bank of India
Banks
4.59%3.54%3.54%
Infosys Ltd
IT - Software
3.60%3.54%3.54%
Axis Bank Ltd
Banks
3.21%4.08%3.21%
Bajaj Finance Ltd
Finance
2.93%3.04%2.93%
Mahindra & Mahindra Ltd
Automobiles
3.32%2.89%2.89%
Kotak Mahindra Bank Ltd
Banks
2.27%3.72%2.27%
Bharti Airtel Ltd
Telecom - Services
4.25%2.19%2.19%
NTPC Ltd
Power
1.50%1.79%1.50%
Tata Consultancy Services Ltd
IT - Software
1.30%2.86%1.30%
Tech Mahindra Ltd
IT - Software
1.29%1.85%1.29%
Interglobe Aviation Ltd
Transport Services
1.24%1.56%1.24%
Tata Steel Ltd
Ferrous Metals
1.24%2.56%1.24%
Hindustan Unilever Ltd
Diversified FMCG
0.85%2.64%0.85%
Samvardhana Motherson International Ltd
Auto Components
0.80%2.32%0.80%
ICICI Prudential Asset Management Co Ltd
Capital Markets
0.80%1.83%0.80%
Britannia Industries Ltd
Food Products
0.80%1.07%0.80%
Hindalco Industries Ltd
Non - Ferrous Metals
0.22%1.00%0.22%

Unique to CANARA ROBECO LARGE CAP

All top holdings are shared with the other fund.

Unique to TATA LARGE CAP

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
25.4% (5)
IT - Software
6.1% (3)
Petroleum Products
5.2% (1)
Construction
3.6% (1)
Finance
2.9% (1)
Automobiles
2.9% (1)
Telecom - Services
2.2% (1)
Power
1.5% (1)
Transport Services
1.2% (1)
Ferrous Metals
1.2% (1)
Diversified FMCG
0.8% (1)
Auto Components
0.8% (1)
Capital Markets
0.8% (1)
Food Products
0.8% (1)
Non - Ferrous Metals
0.2% (1)

More comparisons for CANARA ROBECO LARGE CAP

More comparisons for TATA LARGE CAP

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