CANARA ROBECO VALUE FUND vs Kotak Contra Fund
Canara Robeco vs Kotak· Portfolio Overlap Analysis
45.2%High Overlap
22 common stocksRank #15795 / 20,000
Investor takeaway: At 45.2% 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 (22)
| Stock | Wt% in CANARA ROBECO VALUE | Wt% in Kotak Contra | Overlap |
|---|---|---|---|
HDFC Bank Ltd Banks | 7.23% | 5.82% | 5.82% |
ICICI Bank Ltd Banks | 7.26% | 4.61% | 4.61% |
State Bank of India Banks | 4.03% | 4.18% | 4.03% |
Reliance Industries Ltd Petroleum Products | 4.73% | 3.02% | 3.02% |
Infosys Ltd IT - Software | 3.27% | 2.82% | 2.82% |
Larsen & Toubro Ltd Construction | 3.66% | 2.62% | 2.62% |
NTPC Ltd Power | 3.24% | 2.62% | 2.62% |
Bharti Airtel Ltd Telecom - Services | 3.66% | 2.58% | 2.58% |
Axis Bank Ltd Banks | 2.61% | 2.02% | 2.02% |
Shriram Finance Ltd Finance | 1.95% | 3.26% | 1.95% |
Bharat Electronics Ltd Aerospace & Defense | 1.97% | 1.71% | 1.71% |
Indian Bank Banks | 1.87% | 1.40% | 1.40% |
Interglobe Aviation Ltd Transport Services | 1.73% | 1.27% | 1.27% |
Maruti Suzuki India Ltd Automobiles | 1.26% | 2.58% | 1.26% |
Tech Mahindra Ltd IT - Software | 1.11% | 1.90% | 1.11% |
Bharat Petroleum Corporation Ltd Petroleum Products | 1.31% | 1.08% | 1.08% |
SBI Life Insurance Co Ltd Insurance | 1.80% | 1.01% | 1.01% |
J.B. Chemicals & Pharmaceuticals Ltd Pharmaceuticals & Biotechnology | 1.77% | 0.99% | 0.99% |
Ajanta Pharma Ltd Pharmaceuticals & Biotechnology | 1.02% | 0.98% | 0.98% |
Global Health Ltd Healthcare Services | 0.92% | 1.10% | 0.92% |
ITC Ltd Diversified FMCG | 1.57% | 0.80% | 0.80% |
Tenneco Clean Air India Ltd Auto Components | 1.13% | 0.57% | 0.57% |
Unique to CANARA ROBECO VALUE
- Multi Commodity Exchange Of India Ltd2.05%
Unique to Kotak Contra
- Hero MotoCorp Ltd.2.89%
Sector Overlap Breakdown
Banks17.9% (5)
Petroleum Products4.1% (2)
IT - Software3.9% (2)
Construction2.6% (1)
Power2.6% (1)
Telecom - Services2.6% (1)
Pharmaceuticals & Biotechnology2.0% (2)
Finance1.9% (1)
Aerospace & Defense1.7% (1)
Transport Services1.3% (1)
Automobiles1.3% (1)
Insurance1.0% (1)
Healthcare Services0.9% (1)
Diversified FMCG0.8% (1)
Auto Components0.6% (1)
More comparisons for CANARA ROBECO VALUE
- vs ET58.9% · 34 stocks
- vs CANARA ROBECO BALANCED ADVANTA53.0% · 35 stocks
- vs CANARA ROBECO LARGE CAP52.5% · 24 stocks
- vs Kotak Large Cap52.4% · 20 stocks
- vs NIPPON INDIA RETIREMENT FUND -52.0% · 22 stocks
More comparisons for Kotak Contra
- vs Kotak Focused56.2% · 23 stocks
- vs Kotak Large & Midcap56.2% · 34 stocks
- vs Kotak ELSS Tax Saver54.6% · 30 stocks
- vs Kotak Large Cap52.5% · 30 stocks
- vs Kotak Dividend Yield51.3% · 24 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.