CANARA ROBECO VALUE FUND vs LIC MF LARGE CAP FUND

Canara Robeco vs LIC· Portfolio Overlap Analysis

49.8%High Overlap
21 common stocksRank #10504 / 20,000

Investor takeaway: At 49.8% 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 (21)

StockWt% in CANARA ROBECO VALUEWt% in LIC MF LARGE CAPOverlap
ICICI Bank Ltd
Banks
7.26%8.03%7.26%
HDFC Bank Ltd
Banks
7.23%9.31%7.23%
Reliance Industries Ltd
Petroleum Products
4.73%6.45%4.73%
Larsen & Toubro Ltd
Construction
3.66%5.64%3.66%
Bharti Airtel Ltd
Telecom - Services
3.66%4.06%3.66%
State Bank of India
Banks
4.03%3.32%3.32%
Infosys Ltd
IT - Software
3.27%2.73%2.73%
Axis Bank Ltd
Banks
2.61%2.79%2.61%
SBI Life Insurance Co Ltd
Insurance
1.80%1.92%1.80%
Bharat Electronics Ltd
Aerospace & Defense
1.97%1.75%1.75%
ITC Ltd
Diversified FMCG
1.57%2.57%1.57%
Interglobe Aviation Ltd
Transport Services
1.73%1.50%1.50%
Maruti Suzuki India Ltd
Automobiles
1.26%1.24%1.24%
Sun Pharmaceutical Industries Ltd
Pharmaceuticals & Biotechnology
1.04%2.08%1.04%
Power Finance Corporation Ltd
Finance
1.04%1.44%1.04%
Shriram Finance Ltd
Finance
1.95%0.92%0.92%
Hindustan Aeronautics Ltd
Aerospace & Defense
1.30%0.90%0.90%
Varun Beverages Ltd
Beverages
1.98%0.88%0.88%
Blue Star Ltd
Consumer Durables
0.81%0.78%0.78%
Jubilant Foodworks Ltd
Leisure Services
0.78%0.75%0.75%
K.P.R. Mill Ltd
Textiles & Apparels
0.78%0.39%0.39%

Unique to CANARA ROBECO VALUE

  • NTPC Ltd3.24%
  • Multi Commodity Exchange Of India Ltd2.05%

Unique to LIC MF LARGE CAP

  • Hindustan Unilever Ltd.2.55%

Sector Overlap Breakdown

Banks
20.4% (4)
Petroleum Products
4.7% (1)
Construction
3.7% (1)
Telecom - Services
3.7% (1)
IT - Software
2.7% (1)
Aerospace & Defense
2.6% (2)
Finance
2.0% (2)
Insurance
1.8% (1)
Diversified FMCG
1.6% (1)
Transport Services
1.5% (1)
Automobiles
1.2% (1)
Pharmaceuticals & Biotechnology
1.0% (1)
Beverages
0.9% (1)
Consumer Durables
0.8% (1)
Leisure Services
0.8% (1)
Textiles & Apparels
0.4% (1)

More comparisons for CANARA ROBECO VALUE

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