CANARA ROBECO MULTI CAP FUND vs PGIM INDIA LARGE AND MIDCAP FUND

Canara Robeco vs PGIM· Portfolio Overlap Analysis

44.0%High Overlap
39 common stocksRank #17554 / 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 (39)

StockWt% in CANARA ROBECO MULTI CAPWt% in PGIM INDIA LARGE AND MIDCAPOverlap
HDFC Bank Ltd
Banks
4.92%4.19%4.19%
ICICI Bank Ltd
Banks
3.80%4.16%3.80%
Larsen & Toubro Ltd
Construction
2.03%3.23%2.03%
Reliance Industries Ltd
Petroleum Products
1.99%3.93%1.99%
Bharti Airtel Ltd
Telecom - Services
1.97%2.68%1.97%
Eternal Ltd
Retailing
1.67%1.92%1.67%
State Bank of India
Banks
1.95%1.66%1.66%
J.K. Cement Ltd
Cement & Cement Products
1.40%1.80%1.40%
Bharat Electronics Ltd
Aerospace & Defense
1.32%1.43%1.32%
Ajanta Pharma Ltd
Pharmaceuticals & Biotechnology
1.90%1.24%1.24%
Bajaj Finance Ltd
Finance
1.22%2.18%1.22%
Uno Minda Ltd
Auto Components
1.20%1.49%1.20%
Max Healthcare Institute Ltd
Healthcare Services
1.15%1.54%1.15%
Max Financial Services Ltd
Insurance
1.30%1.12%1.12%
Varun Beverages Ltd
Beverages
1.10%1.71%1.10%
PB Fintech Ltd
Financial Technology (Fintech)
1.07%1.29%1.07%
Vishal Mega Mart Ltd
Retailing
1.05%1.08%1.05%
Shriram Finance Ltd
Finance
1.26%1.04%1.04%
TVS Motor Co Ltd
Automobiles
1.32%1.00%1.00%
Multi Commodity Exchange Of India Ltd
Capital Markets
1.00%1.21%1.00%
Mahindra & Mahindra Ltd
Automobiles
1.52%0.99%0.99%
FSN E-Commerce Ventures Ltd
Retailing
0.93%1.80%0.93%
CG Power and Industrial Solutions Ltd
Electrical Equipment
0.87%1.13%0.87%
Federal Bank Ltd
Banks
1.40%0.79%0.79%
Cholamandalam Investment and Finance Co Ltd
Finance
0.77%0.76%0.76%
ICICI Prudential Asset Management Co Ltd
Capital Markets
0.74%1.64%0.74%
Solar Industries India Ltd
Chemicals & Petrochemicals
0.73%1.99%0.73%
J.B. Chemicals & Pharmaceuticals Ltd
Pharmaceuticals & Biotechnology
1.48%0.70%0.70%
KEI Industries Ltd
Industrial Products
1.41%0.65%0.65%
Dixon Technologies (India) Ltd
Consumer Durables
0.65%1.18%0.65%
Global Health Ltd
Healthcare Services
0.64%1.08%0.64%
Sun Pharmaceutical Industries Ltd
Pharmaceuticals & Biotechnology
1.13%0.59%0.59%
Nippon Life India Asset Management Ltd
Capital Markets
0.55%0.69%0.55%
Mankind Pharma Ltd
Pharmaceuticals & Biotechnology
0.46%1.85%0.46%
Schaeffler India Ltd
Auto Components
0.57%0.43%0.43%
Jubilant Foodworks Ltd
Leisure Services
1.27%0.41%0.41%
Info Edge (India) Ltd
Retailing
0.40%1.63%0.40%
Blue Star Ltd
Consumer Durables
0.36%1.18%0.36%
Supreme Industries Ltd
Industrial Products
0.12%1.38%0.12%

Unique to CANARA ROBECO MULTI CAP

  • Infosys Ltd2.15%
  • Ge Vernova T&D India Ltd1.55%

Unique to PGIM INDIA LARGE AND MIDCAP

  • Tata Consultancy Services Ltd.2.53%

Sector Overlap Breakdown

Banks
10.4% (4)
Retailing
4.0% (4)
Finance
3.0% (3)
Pharmaceuticals & Biotechnology
3.0% (4)
Capital Markets
2.3% (3)
Construction
2.0% (1)
Petroleum Products
2.0% (1)
Automobiles
2.0% (2)
Telecom - Services
2.0% (1)
Healthcare Services
1.8% (2)
Auto Components
1.6% (2)
Cement & Cement Products
1.4% (1)
Aerospace & Defense
1.3% (1)
Insurance
1.1% (1)
Beverages
1.1% (1)
Financial Technology (Fintech)
1.1% (1)
Consumer Durables
1.0% (2)
Electrical Equipment
0.9% (1)
Industrial Products
0.8% (2)
Chemicals & Petrochemicals
0.7% (1)
Leisure Services
0.4% (1)

More comparisons for CANARA ROBECO MULTI CAP

More comparisons for PGIM INDIA LARGE AND MIDCAP

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