CANARA ROBECO VALUE FUND vs Motilal Oswal Large Cap Fund

Canara Robeco vs Motilal· Portfolio Overlap Analysis

49.5%High Overlap
20 common stocksRank #10675 / 20,000

Investor takeaway: At 49.5% 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 (20)

StockWt% in CANARA ROBECO VALUEWt% in Motilal Oswal Large CapOverlap
HDFC Bank Ltd
Banks
7.23%8.90%7.23%
ICICI Bank Ltd
Banks
7.26%6.59%6.59%
Reliance Industries Ltd
Petroleum Products
4.73%6.23%4.73%
Bharti Airtel Ltd
Telecom - Services
3.66%4.30%3.66%
Larsen & Toubro Ltd
Construction
3.66%3.43%3.43%
State Bank of India
Banks
4.03%3.42%3.42%
Infosys Ltd
IT - Software
3.27%3.32%3.27%
Axis Bank Ltd
Banks
2.61%2.28%2.28%
J.B. Chemicals & Pharmaceuticals Ltd
Pharmaceuticals & Biotechnology
1.77%1.67%1.67%
NTPC Ltd
Power
3.24%1.54%1.54%
Samvardhana Motherson International Ltd
Auto Components
1.96%1.54%1.54%
SBI Life Insurance Co Ltd
Insurance
1.80%1.38%1.38%
Maruti Suzuki India Ltd
Automobiles
1.26%1.74%1.26%
Cholamandalam Financial Holdings Ltd
Finance
1.25%1.26%1.25%
Interglobe Aviation Ltd
Transport Services
1.73%1.19%1.19%
Varun Beverages Ltd
Beverages
1.98%1.11%1.11%
Sun Pharmaceutical Industries Ltd
Pharmaceuticals & Biotechnology
1.04%1.18%1.04%
Power Finance Corporation Ltd
Finance
1.04%1.40%1.04%
ITC Ltd
Diversified FMCG
1.57%0.97%0.97%
Tech Mahindra Ltd
IT - Software
1.11%0.93%0.93%

Unique to CANARA ROBECO VALUE

  • Multi Commodity Exchange Of India Ltd2.05%

Unique to Motilal Oswal Large Cap

  • Tata Consultancy Services Limited2.28%
  • Mahindra & Mahindra Limited2.04%

Sector Overlap Breakdown

Banks
19.5% (4)
Petroleum Products
4.7% (1)
IT - Software
4.2% (2)
Telecom - Services
3.7% (1)
Construction
3.4% (1)
Pharmaceuticals & Biotechnology
2.7% (2)
Finance
2.3% (2)
Power
1.5% (1)
Auto Components
1.5% (1)
Insurance
1.4% (1)
Automobiles
1.3% (1)
Transport Services
1.2% (1)
Beverages
1.1% (1)
Diversified FMCG
1.0% (1)

More comparisons for CANARA ROBECO VALUE

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