CANARA ROBECO MULTI CAP FUND vs EDELWEISS MULTI CAP FUND

Canara Robeco vs Edelweiss· Portfolio Overlap Analysis

44.0%High Overlap
47 common stocksRank #17486 / 20,000

Investor takeaway: At 44.0% 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 (47)

StockWt% in CANARA ROBECO MULTI CAPWt% in EDELWEISS MULTI CAPOverlap
HDFC Bank Ltd
Banks
4.92%4.45%4.45%
ICICI Bank Ltd
Banks
3.80%2.51%2.51%
Larsen & Toubro Ltd
Construction
2.03%2.45%2.03%
Reliance Industries Ltd
Petroleum Products
1.99%1.90%1.90%
State Bank of India
Banks
1.95%1.80%1.80%
Infosys Ltd
IT - Software
2.15%1.53%1.53%
Bharti Airtel Ltd
Telecom - Services
1.97%1.50%1.50%
Mahindra & Mahindra Ltd
Automobiles
1.52%1.34%1.34%
Shriram Finance Ltd
Finance
1.26%1.77%1.26%
Bajaj Finance Ltd
Finance
1.22%1.28%1.22%
KEI Industries Ltd
Industrial Products
1.41%1.17%1.17%
Federal Bank Ltd
Banks
1.40%1.16%1.16%
Karur Vysya Bank Ltd
Banks
1.10%2.03%1.10%
Bharat Electronics Ltd
Aerospace & Defense
1.32%1.05%1.05%
Multi Commodity Exchange Of India Ltd
Capital Markets
1.00%2.52%1.00%
Axis Bank Ltd
Banks
1.43%0.99%0.99%
Kotak Mahindra Bank Ltd
Banks
0.97%1.07%0.97%
Max Financial Services Ltd
Insurance
1.30%0.91%0.91%
Indian Bank
Banks
0.86%1.33%0.86%
CG Power and Industrial Solutions Ltd
Electrical Equipment
0.87%0.83%0.83%
Radico Khaitan Ltd
Beverages
0.79%1.85%0.79%
TVS Motor Co Ltd
Automobiles
1.32%0.78%0.78%
Solar Industries India Ltd
Chemicals & Petrochemicals
0.73%1.11%0.73%
HDFC Asset Management Co Ltd
Capital Markets
0.87%0.72%0.72%
Vishal Mega Mart Ltd
Retailing
1.05%0.70%0.70%
K.P.R. Mill Ltd
Textiles & Apparels
0.69%1.02%0.69%
Tech Mahindra Ltd
IT - Software
0.99%0.68%0.68%
Max Healthcare Institute Ltd
Healthcare Services
1.15%0.67%0.67%
PNB Housing Finance Ltd
Finance
0.78%0.65%0.65%
Indian Hotels Co Ltd
Leisure Services
0.81%0.64%0.64%
Ge Vernova T&D India Ltd
Electrical Equipment
1.55%0.62%0.62%
BSE Ltd
Capital Markets
0.62%0.77%0.62%
City Union Bank Ltd
Banks
0.60%1.32%0.60%
Coforge Ltd
IT - Software
0.58%0.85%0.58%
Ajanta Pharma Ltd
Pharmaceuticals & Biotechnology
1.90%0.54%0.54%
Cholamandalam Investment and Finance Co Ltd
Finance
0.77%0.51%0.51%
J.B. Chemicals & Pharmaceuticals Ltd
Pharmaceuticals & Biotechnology
1.48%0.50%0.50%
Sun Pharmaceutical Industries Ltd
Pharmaceuticals & Biotechnology
1.13%0.47%0.47%
Persistent Systems Ltd
IT - Software
0.46%0.45%0.45%
Eternal Ltd
Retailing
1.67%0.44%0.44%
Brigade Enterprises Ltd
Realty
0.60%0.44%0.44%
TBO Tek Ltd
Leisure Services
1.45%0.35%0.35%
PB Fintech Ltd
Financial Technology (Fintech)
1.07%0.33%0.33%
Mankind Pharma Ltd
Pharmaceuticals & Biotechnology
0.46%0.33%0.33%
Britannia Industries Ltd
Food Products
0.84%0.30%0.30%
Ujjivan Small Finance Bank Ltd
Banks
0.24%0.50%0.24%
Dixon Technologies (India) Ltd
Consumer Durables
0.65%0.09%0.09%

Unique to CANARA ROBECO MULTI CAP

All top holdings are shared with the other fund.

Unique to EDELWEISS MULTI CAP

  • NTPC Ltd.2.64%
  • Tata Steel Ltd.2.34%
  • Navin Fluorine International Ltd.2.19%

Sector Overlap Breakdown

Banks
14.7% (10)
Finance
3.6% (4)
IT - Software
3.2% (4)
Capital Markets
2.3% (3)
Automobiles
2.1% (2)
Construction
2.0% (1)
Petroleum Products
1.9% (1)
Pharmaceuticals & Biotechnology
1.8% (4)
Telecom - Services
1.5% (1)
Electrical Equipment
1.4% (2)
Industrial Products
1.2% (1)
Retailing
1.1% (2)
Aerospace & Defense
1.1% (1)
Leisure Services
1.0% (2)
Insurance
0.9% (1)
Beverages
0.8% (1)
Chemicals & Petrochemicals
0.7% (1)
Textiles & Apparels
0.7% (1)
Healthcare Services
0.7% (1)
Realty
0.4% (1)
Financial Technology (Fintech)
0.3% (1)
Food Products
0.3% (1)
Consumer Durables
0.1% (1)

More comparisons for CANARA ROBECO MULTI CAP

More comparisons for EDELWEISS MULTI CAP

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