CANARA ROBECO MULTI CAP FUND vs EDELWEISS LARGE & MID CAP FUND

Canara Robeco vs Edelweiss· Portfolio Overlap Analysis

49.6%High Overlap
48 common stocksRank #10608 / 20,000

Investor takeaway: At 49.6% 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 (48)

StockWt% in CANARA ROBECO MULTI CAPWt% in EDELWEISS LARGE & MID CAPOverlap
HDFC Bank Ltd
Banks
4.92%4.73%4.73%
Reliance Industries Ltd
Petroleum Products
1.99%2.35%1.99%
Larsen & Toubro Ltd
Construction
2.03%1.96%1.96%
State Bank of India
Banks
1.95%2.62%1.95%
Bharti Airtel Ltd
Telecom - Services
1.97%1.92%1.92%
ICICI Bank Ltd
Banks
3.80%1.87%1.87%
Infosys Ltd
IT - Software
2.15%1.56%1.56%
Mahindra & Mahindra Ltd
Automobiles
1.52%1.57%1.52%
Axis Bank Ltd
Banks
1.43%1.48%1.43%
Federal Bank Ltd
Banks
1.40%2.43%1.40%
Bharat Electronics Ltd
Aerospace & Defense
1.32%1.48%1.32%
Max Financial Services Ltd
Insurance
1.30%1.59%1.30%
Shriram Finance Ltd
Finance
1.26%1.60%1.26%
TVS Motor Co Ltd
Automobiles
1.32%1.21%1.21%
Uno Minda Ltd
Auto Components
1.20%1.41%1.20%
Max Healthcare Institute Ltd
Healthcare Services
1.15%1.51%1.15%
Eternal Ltd
Retailing
1.67%1.12%1.12%
KEI Industries Ltd
Industrial Products
1.41%1.09%1.09%
PB Fintech Ltd
Financial Technology (Fintech)
1.07%1.05%1.05%
Sun Pharmaceutical Industries Ltd
Pharmaceuticals & Biotechnology
1.13%1.04%1.04%
Cummins India Ltd
Industrial Products
1.03%1.56%1.03%
Multi Commodity Exchange Of India Ltd
Capital Markets
1.00%1.35%1.00%
CG Power and Industrial Solutions Ltd
Electrical Equipment
0.87%0.93%0.87%
HDFC Asset Management Co Ltd
Capital Markets
0.87%0.99%0.87%
Indian Bank
Banks
0.86%1.91%0.86%
Tech Mahindra Ltd
IT - Software
0.99%0.82%0.82%
J.K. Cement Ltd
Cement & Cement Products
1.40%0.79%0.79%
Mphasis Ltd
IT - Software
0.79%1.02%0.79%
Radico Khaitan Ltd
Beverages
0.79%0.77%0.77%
Cholamandalam Investment and Finance Co Ltd
Finance
0.77%1.28%0.77%
APL Apollo Tubes Ltd
Industrial Products
0.76%1.48%0.76%
Solar Industries India Ltd
Chemicals & Petrochemicals
0.73%1.06%0.73%
Can Fin Homes Ltd
Finance
0.62%1.00%0.62%
Jubilant Foodworks Ltd
Leisure Services
1.27%0.58%0.58%
Coforge Ltd
IT - Software
0.58%1.03%0.58%
Kotak Mahindra Bank Ltd
Banks
0.97%0.57%0.57%
Schaeffler India Ltd
Auto Components
0.57%1.17%0.57%
Trent Ltd
Retailing
0.57%0.52%0.52%
National Aluminium Co Ltd
Non - Ferrous Metals
0.52%0.52%0.52%
Bharat Heavy Electricals Ltd
Electrical Equipment
0.52%1.19%0.52%
Mankind Pharma Ltd
Pharmaceuticals & Biotechnology
0.46%0.80%0.46%
Persistent Systems Ltd
IT - Software
0.46%1.22%0.46%
Vishal Mega Mart Ltd
Retailing
1.05%0.44%0.44%
Indian Hotels Co Ltd
Leisure Services
0.81%0.39%0.39%
Dixon Technologies (India) Ltd
Consumer Durables
0.65%0.39%0.39%
Blue Star Ltd
Consumer Durables
0.36%0.55%0.36%
Brigade Enterprises Ltd
Realty
0.60%0.28%0.28%
TBO Tek Ltd
Leisure Services
1.45%0.26%0.26%

Unique to CANARA ROBECO MULTI CAP

  • Ajanta Pharma Ltd1.90%
  • Ge Vernova T&D India Ltd1.55%

Unique to EDELWEISS LARGE & MID CAP

  • Ashok Leyland Ltd.1.80%
  • The Phoenix Mills Ltd.1.61%

Sector Overlap Breakdown

Banks
12.8% (7)
IT - Software
4.2% (5)
Industrial Products
2.9% (3)
Automobiles
2.7% (2)
Finance
2.6% (3)
Retailing
2.1% (3)
Petroleum Products
2.0% (1)
Construction
2.0% (1)
Telecom - Services
1.9% (1)
Capital Markets
1.9% (2)
Auto Components
1.8% (2)
Pharmaceuticals & Biotechnology
1.5% (2)
Electrical Equipment
1.4% (2)
Aerospace & Defense
1.3% (1)
Insurance
1.3% (1)
Leisure Services
1.2% (3)
Healthcare Services
1.1% (1)
Financial Technology (Fintech)
1.1% (1)
Cement & Cement Products
0.8% (1)
Beverages
0.8% (1)
Consumer Durables
0.8% (2)
Chemicals & Petrochemicals
0.7% (1)
Non - Ferrous Metals
0.5% (1)
Realty
0.3% (1)

More comparisons for CANARA ROBECO MULTI CAP

More comparisons for EDELWEISS LARGE & MID CAP

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