CANARA ROBECO VALUE FUND vs Nippon India ELSS Tax Saver Fund

Canara Robeco vs Nippon· Portfolio Overlap Analysis

45.5%High Overlap
21 common stocksRank #15196 / 20,000

Investor takeaway: At 45.5% 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 (21)

StockWt% in CANARA ROBECO VALUEWt% in Nippon India ELSS Tax SaverOverlap
ICICI Bank Ltd
Banks
7.26%7.65%7.26%
HDFC Bank Ltd
Banks
7.23%6.65%6.65%
State Bank of India
Banks
4.03%4.10%4.03%
Reliance Industries Ltd
Petroleum Products
4.73%3.40%3.40%
Infosys Ltd
IT - Software
3.27%3.30%3.27%
NTPC Ltd
Power
3.24%3.57%3.24%
Axis Bank Ltd
Banks
2.61%4.72%2.61%
Samvardhana Motherson International Ltd
Auto Components
1.96%3.42%1.96%
Coal India Ltd
Consumable Fuels
1.61%1.96%1.61%
Interglobe Aviation Ltd
Transport Services
1.73%1.50%1.50%
Larsen & Toubro Ltd
Construction
3.66%1.43%1.43%
Varun Beverages Ltd
Beverages
1.98%1.36%1.36%
ITC Ltd
Diversified FMCG
1.57%1.31%1.31%
SBI Life Insurance Co Ltd
Insurance
1.80%1.25%1.25%
Cholamandalam Financial Holdings Ltd
Finance
1.25%1.53%1.25%
Power Finance Corporation Ltd
Finance
1.04%2.52%1.04%
Crompton Greaves Consumer Electricals Ltd
Consumer Durables
0.64%0.86%0.64%
UTI Asset Management Co Ltd
Capital Markets
0.70%0.53%0.53%
Info Edge (India) Ltd
Retailing
0.74%0.48%0.48%
Blue Star Ltd
Consumer Durables
0.81%0.43%0.43%
NTPC Green Energy Ltd
Power
0.63%0.28%0.28%

Unique to CANARA ROBECO VALUE

  • Bharti Airtel Ltd3.66%
  • Multi Commodity Exchange Of India Ltd2.05%

Unique to Nippon India ELSS Tax Saver

  • TVS Holdings Limited2.87%

Sector Overlap Breakdown

Banks
20.6% (4)
Power
3.5% (2)
Petroleum Products
3.4% (1)
IT - Software
3.3% (1)
Finance
2.3% (2)
Auto Components
2.0% (1)
Consumable Fuels
1.6% (1)
Transport Services
1.5% (1)
Construction
1.4% (1)
Beverages
1.4% (1)
Diversified FMCG
1.3% (1)
Insurance
1.3% (1)
Consumer Durables
1.1% (2)
Capital Markets
0.5% (1)
Retailing
0.5% (1)

More comparisons for CANARA ROBECO VALUE

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