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)

StockWt% in CANARA ROBECO MULTI ASSET ALLOWt% in PGIM INDIA LARGE CAPOverlap
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

Banks
13.7% (4)
Petroleum Products
4.2% (1)
Telecom - Services
3.9% (1)
Construction
3.8% (1)
Automobiles
2.8% (2)
Retailing
2.6% (2)
Beverages
2.4% (2)
IT - Software
2.1% (2)
Finance
2.0% (1)
Pharmaceuticals & Biotechnology
2.0% (2)
Consumer Durables
1.8% (2)
Cement & Cement Products
1.3% (1)
Healthcare Services
1.1% (1)
Financial Technology (Fintech)
1.1% (1)
Aerospace & Defense
0.8% (1)

More comparisons for CANARA ROBECO MULTI ASSET ALLO

More comparisons for PGIM INDIA LARGE CAP

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