CANARA ROBECO VALUE FUND vs Mirae Asset Large Cap Fund

Canara Robeco vs Mirae· Portfolio Overlap Analysis

46.4%High Overlap
19 common stocksRank #14011 / 20,000

Investor takeaway: At 46.4% 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 (19)

StockWt% in CANARA ROBECO VALUEWt% in Mirae Asset Large CapOverlap
ICICI Bank Ltd
Banks
7.26%8.49%7.26%
HDFC Bank Ltd
Banks
7.23%9.54%7.23%
Reliance Industries Ltd
Petroleum Products
4.73%4.99%4.73%
State Bank of India
Banks
4.03%3.66%3.66%
Larsen & Toubro Ltd
Construction
3.66%3.99%3.66%
Bharti Airtel Ltd
Telecom - Services
3.66%4.55%3.66%
Infosys Ltd
IT - Software
3.27%4.28%3.27%
Axis Bank Ltd
Banks
2.61%3.62%2.61%
ITC Ltd
Diversified FMCG
1.57%3.12%1.57%
NTPC Ltd
Power
3.24%1.45%1.45%
Varun Beverages Ltd
Beverages
1.98%1.37%1.37%
Maruti Suzuki India Ltd
Automobiles
1.26%2.37%1.26%
Sun Pharmaceutical Industries Ltd
Pharmaceuticals & Biotechnology
1.04%1.37%1.04%
SBI Life Insurance Co Ltd
Insurance
1.80%1.02%1.02%
Shriram Finance Ltd
Finance
1.95%0.77%0.77%
Power Finance Corporation Ltd
Finance
1.04%0.62%0.62%
Interglobe Aviation Ltd
Transport Services
1.73%0.50%0.50%
Crompton Greaves Consumer Electricals Ltd
Consumer Durables
0.64%0.40%0.40%
Bharat Electronics Ltd
Aerospace & Defense
1.97%0.36%0.36%

Unique to CANARA ROBECO VALUE

  • Multi Commodity Exchange Of India Ltd2.05%

Unique to Mirae Asset Large Cap

  • Tata Consultancy Services Ltd.2.94%

Sector Overlap Breakdown

Banks
20.8% (4)
Petroleum Products
4.7% (1)
Construction
3.7% (1)
Telecom - Services
3.7% (1)
IT - Software
3.3% (1)
Diversified FMCG
1.6% (1)
Power
1.4% (1)
Finance
1.4% (2)
Beverages
1.4% (1)
Automobiles
1.3% (1)
Pharmaceuticals & Biotechnology
1.0% (1)
Insurance
1.0% (1)
Transport Services
0.5% (1)
Consumer Durables
0.4% (1)
Aerospace & Defense
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.