CANARA ROBECO MULTI ASSET ALLOCATION FUND vs PGIM INDIA LARGE CAP FUND
Canara Robeco vs PGIM· Portfolio Overlap Analysis
45.4%High Overlap
24 common stocksRank #15417 / 20,000
Investor takeaway: At 45.4% 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 (24)
| Stock | Wt% in CANARA ROBECO MULTI ASSET ALLO | Wt% in PGIM INDIA LARGE CAP | Overlap |
|---|---|---|---|
HDFC Bank Ltd Banks | 5.35% | 8.93% | 5.35% |
ICICI Bank Ltd Banks | 4.93% | 7.94% | 4.93% |
Reliance Industries Ltd Petroleum Products | 4.19% | 6.64% | 4.19% |
Bharti Airtel Ltd Telecom - Services | 3.90% | 4.72% | 3.90% |
Larsen & Toubro Ltd Construction | 3.76% | 4.44% | 3.76% |
Bajaj Finance Ltd Finance | 2.05% | 2.94% | 2.05% |
State Bank of India Banks | 2.01% | 2.91% | 2.01% |
Infosys Ltd IT - Software | 1.75% | 1.68% | 1.68% |
Varun Beverages Ltd Beverages | 1.64% | 2.11% | 1.64% |
Eternal Ltd Retailing | 1.62% | 2.26% | 1.62% |
Mahindra & Mahindra Ltd Automobiles | 1.52% | 1.67% | 1.52% |
Kotak Mahindra Bank Ltd Banks | 1.37% | 2.94% | 1.37% |
TVS Motor Co Ltd Automobiles | 1.31% | 2.13% | 1.31% |
Ultratech Cement Ltd Cement & Cement Products | 1.28% | 2.04% | 1.28% |
Titan Co Ltd Consumer Durables | 1.26% | 2.30% | 1.26% |
Divi's Laboratories Ltd Pharmaceuticals & Biotechnology | 1.20% | 1.85% | 1.20% |
Max Healthcare Institute Ltd Healthcare Services | 1.87% | 1.06% | 1.06% |
PB Fintech Ltd Financial Technology (Fintech) | 1.46% | 1.06% | 1.06% |
Vishal Mega Mart Ltd Retailing | 1.73% | 0.96% | 0.96% |
Torrent Pharmaceuticals Ltd Pharmaceuticals & Biotechnology | 1.32% | 0.80% | 0.80% |
United Spirits Ltd Beverages | 0.95% | 0.79% | 0.79% |
Bharat Electronics Ltd Aerospace & Defense | 1.03% | 0.77% | 0.77% |
Dixon Technologies (India) Ltd Consumer Durables | 0.51% | 0.68% | 0.51% |
Persistent Systems Ltd IT - Software | 0.40% | 1.31% | 0.40% |
Unique to CANARA ROBECO MULTI ASSET ALLO
- Axis Bank Ltd1.99%
- Max Financial Services Ltd1.85%
Unique to PGIM INDIA LARGE CAP
- Tata Consultancy Services Ltd.2.56%
Sector Overlap Breakdown
Banks13.7% (4)
Petroleum Products4.2% (1)
Telecom - Services3.9% (1)
Construction3.8% (1)
Automobiles2.8% (2)
Retailing2.6% (2)
Beverages2.4% (2)
IT - Software2.1% (2)
Finance2.0% (1)
Pharmaceuticals & Biotechnology2.0% (2)
Consumer Durables1.8% (2)
Cement & Cement Products1.3% (1)
Healthcare Services1.1% (1)
Financial Technology (Fintech)1.1% (1)
Aerospace & Defense0.8% (1)
More comparisons for CANARA ROBECO MULTI ASSET ALLO
- vs CANARA ROBECO FLEXICAP52.6% · 32 stocks
- vs CANARA ROBECO LARGE CAP51.5% · 29 stocks
- vs CANARA ROBECO FOCUSED50.1% · 24 stocks
- vs ET47.4% · 28 stocks
- vs Axis ELSS Tax Saver44.2% · 27 stocks
More comparisons for PGIM INDIA LARGE CAP
- vs CANARA ROBECO LARGE CAP69.5% · 37 stocks
- vs Axis Large Cap65.5% · 35 stocks
- vs PGIM INDIA FLEXI CAP64.9% · 39 stocks
- vs Baroda BNP Paribas Nifty 50 In63.1% · 28 stocks
- vs HDFC NIFTY 50 ETF63.1% · 28 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.