CANARA ROBECO MULTI ASSET ALLOCATION FUND vs ET

Canara Robeco vs Canara Robeco· Portfolio Overlap Analysis

47.4%High Overlap
28 common stocksRank #12790 / 20,000

Investor takeaway: At 47.4% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (28)

StockWt% in CANARA ROBECO MULTI ASSET ALLOWt% in ETOverlap
HDFC Bank Ltd
Banks
5.35%7.19%5.35%
ICICI Bank Ltd
Banks
4.93%6.76%4.93%
Reliance Industries Ltd
Petroleum Products
4.19%3.98%3.98%
Larsen & Toubro Ltd
Construction
3.76%3.42%3.42%
Bharti Airtel Ltd
Telecom - Services
3.90%3.12%3.12%
Bajaj Finance Ltd
Finance
2.05%2.64%2.05%
State Bank of India
Banks
2.01%3.78%2.01%
Axis Bank Ltd
Banks
1.99%2.76%1.99%
Infosys Ltd
IT - Software
1.75%3.22%1.75%
Eternal Ltd
Retailing
1.62%1.63%1.62%
Max Financial Services Ltd
Insurance
1.85%1.36%1.36%
TVS Motor Co Ltd
Automobiles
1.31%1.47%1.31%
KEI Industries Ltd
Industrial Products
1.43%1.28%1.28%
Ultratech Cement Ltd
Cement & Cement Products
1.28%1.76%1.28%
Interglobe Aviation Ltd
Transport Services
1.25%1.44%1.25%
Mahindra & Mahindra Ltd
Automobiles
1.52%1.24%1.24%
Divi's Laboratories Ltd
Pharmaceuticals & Biotechnology
1.20%1.82%1.20%
Titan Co Ltd
Consumer Durables
1.26%1.14%1.14%
Varun Beverages Ltd
Beverages
1.64%1.09%1.09%
Bharat Electronics Ltd
Aerospace & Defense
1.03%1.02%1.02%
United Spirits Ltd
Beverages
0.95%0.89%0.89%
Hindustan Aeronautics Ltd
Aerospace & Defense
0.98%0.85%0.85%
Max Healthcare Institute Ltd
Healthcare Services
1.87%0.70%0.70%
Info Edge (India) Ltd
Retailing
0.97%0.68%0.68%
Vishal Mega Mart Ltd
Retailing
1.73%0.62%0.62%
Jubilant Foodworks Ltd
Leisure Services
1.31%0.50%0.50%
Trent Ltd
Retailing
0.91%0.48%0.48%
Indian Hotels Co Ltd
Leisure Services
1.32%0.27%0.27%

Unique to CANARA ROBECO MULTI ASSET ALLO

All top holdings are shared with the other fund.

Unique to ET

  • Ge Vernova T&D India Ltd2.31%

Sector Overlap Breakdown

Banks
14.3% (4)
Petroleum Products
4.0% (1)
Construction
3.4% (1)
Retailing
3.4% (4)
Telecom - Services
3.1% (1)
Automobiles
2.5% (2)
Finance
2.0% (1)
Beverages
2.0% (2)
Aerospace & Defense
1.9% (2)
IT - Software
1.8% (1)
Insurance
1.4% (1)
Industrial Products
1.3% (1)
Cement & Cement Products
1.3% (1)
Transport Services
1.3% (1)
Pharmaceuticals & Biotechnology
1.2% (1)
Consumer Durables
1.1% (1)
Leisure Services
0.8% (2)
Healthcare Services
0.7% (1)

More comparisons for CANARA ROBECO MULTI ASSET ALLO

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