CANARA ROBECO VALUE FUND vs ET

Canara Robeco vs Canara Robeco· Portfolio Overlap Analysis

58.9%High Overlap
34 common stocksRank #5428 / 20,000

Investor takeaway: At 58.9% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (34)

StockWt% in CANARA ROBECO VALUEWt% in ETOverlap
HDFC Bank Ltd
Banks
7.23%7.19%7.19%
ICICI Bank Ltd
Banks
7.26%6.76%6.76%
Reliance Industries Ltd
Petroleum Products
4.73%3.98%3.98%
State Bank of India
Banks
4.03%3.78%3.78%
Larsen & Toubro Ltd
Construction
3.66%3.42%3.42%
Infosys Ltd
IT - Software
3.27%3.22%3.22%
Bharti Airtel Ltd
Telecom - Services
3.66%3.12%3.12%
Axis Bank Ltd
Banks
2.61%2.76%2.61%
Samvardhana Motherson International Ltd
Auto Components
1.96%1.82%1.82%
Interglobe Aviation Ltd
Transport Services
1.73%1.44%1.44%
NTPC Ltd
Power
3.24%1.38%1.38%
J.B. Chemicals & Pharmaceuticals Ltd
Pharmaceuticals & Biotechnology
1.77%1.34%1.34%
KEI Industries Ltd
Industrial Products
1.98%1.28%1.28%
Coal India Ltd
Consumable Fuels
1.61%1.27%1.27%
ITC Ltd
Diversified FMCG
1.57%1.11%1.11%
Maruti Suzuki India Ltd
Automobiles
1.26%1.10%1.10%
Varun Beverages Ltd
Beverages
1.98%1.09%1.09%
Sun Pharmaceutical Industries Ltd
Pharmaceuticals & Biotechnology
1.04%1.18%1.04%
Bharat Electronics Ltd
Aerospace & Defense
1.97%1.02%1.02%
PNB Housing Finance Ltd
Finance
0.98%0.98%0.98%
Power Finance Corporation Ltd
Finance
1.04%0.96%0.96%
CCL Products (India) Ltd
Agricultural Food & Other Products
0.86%0.92%0.86%
Hindustan Aeronautics Ltd
Aerospace & Defense
1.30%0.85%0.85%
HCL Technologies Ltd
IT - Software
1.20%0.84%0.84%
Bajaj Auto Ltd
Automobiles
1.51%0.83%0.83%
Medi Assist Healthcare Services Ltd
Insurance
0.95%0.76%0.76%
Deepak Nitrite Ltd
Chemicals & Petrochemicals
0.82%0.74%0.74%
Tech Mahindra Ltd
IT - Software
1.11%0.70%0.70%
Info Edge (India) Ltd
Retailing
0.74%0.68%0.68%
Crompton Greaves Consumer Electricals Ltd
Consumer Durables
0.64%0.63%0.63%
NTPC Green Energy Ltd
Power
0.63%0.58%0.58%
K.P.R. Mill Ltd
Textiles & Apparels
0.78%0.53%0.53%
Jubilant Foodworks Ltd
Leisure Services
0.78%0.50%0.50%
Jyothy Labs Ltd
Household Products
0.44%0.55%0.44%

Unique to CANARA ROBECO VALUE

  • Multi Commodity Exchange Of India Ltd2.05%

Unique to ET

  • Bajaj Finance Ltd2.64%
  • Ge Vernova T&D India Ltd2.31%

Sector Overlap Breakdown

Banks
20.3% (4)
IT - Software
4.8% (3)
Petroleum Products
4.0% (1)
Construction
3.4% (1)
Telecom - Services
3.1% (1)
Pharmaceuticals & Biotechnology
2.4% (2)
Power
2.0% (2)
Finance
1.9% (2)
Automobiles
1.9% (2)
Aerospace & Defense
1.9% (2)
Auto Components
1.8% (1)
Transport Services
1.4% (1)
Industrial Products
1.3% (1)
Consumable Fuels
1.3% (1)
Diversified FMCG
1.1% (1)
Beverages
1.1% (1)
Agricultural Food & Other Products
0.9% (1)
Insurance
0.8% (1)
Chemicals & Petrochemicals
0.7% (1)
Retailing
0.7% (1)
Consumer Durables
0.6% (1)
Textiles & Apparels
0.5% (1)
Leisure Services
0.5% (1)
Household Products
0.4% (1)

More comparisons for CANARA ROBECO VALUE

More comparisons for ET

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