CANARA ROBECO VALUE FUND vs Shriram ELSS Tax Saver Fund

Canara Robeco vs Shriram· Portfolio Overlap Analysis

48.1%High Overlap
21 common stocksRank #12154 / 20,000

Investor takeaway: At 48.1% 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 Shriram ELSS Tax SaverOverlap
HDFC Bank Ltd
Banks
7.23%7.23%7.23%
ICICI Bank Ltd
Banks
7.26%4.93%4.93%
State Bank of India
Banks
4.03%4.73%4.03%
Bharti Airtel Ltd
Telecom - Services
3.66%3.81%3.66%
Reliance Industries Ltd
Petroleum Products
4.73%3.16%3.16%
Infosys Ltd
IT - Software
3.27%2.79%2.79%
Larsen & Toubro Ltd
Construction
3.66%2.62%2.62%
Axis Bank Ltd
Banks
2.61%3.11%2.61%
NTPC Ltd
Power
3.24%2.57%2.57%
Bharat Electronics Ltd
Aerospace & Defense
1.97%1.91%1.91%
Interglobe Aviation Ltd
Transport Services
1.73%2.20%1.73%
ITC Ltd
Diversified FMCG
1.57%1.85%1.57%
SBI Life Insurance Co Ltd
Insurance
1.80%1.31%1.31%
Bharat Petroleum Corporation Ltd
Petroleum Products
1.31%2.01%1.31%
Cholamandalam Financial Holdings Ltd
Finance
1.25%1.38%1.25%
Indian Bank
Banks
1.87%1.12%1.12%
Ajanta Pharma Ltd
Pharmaceuticals & Biotechnology
1.02%1.52%1.02%
Maruti Suzuki India Ltd
Automobiles
1.26%0.94%0.94%
HCL Technologies Ltd
IT - Software
1.20%0.91%0.91%
Tech Mahindra Ltd
IT - Software
1.11%0.83%0.83%
Varun Beverages Ltd
Beverages
1.98%0.56%0.56%

Unique to CANARA ROBECO VALUE

  • Multi Commodity Exchange Of India Ltd2.05%

Unique to Shriram ELSS Tax Saver

  • Mahindra & Mahindra Ltd.2.94%

Sector Overlap Breakdown

Banks
19.9% (5)
IT - Software
4.5% (3)
Petroleum Products
4.5% (2)
Telecom - Services
3.7% (1)
Construction
2.6% (1)
Power
2.6% (1)
Aerospace & Defense
1.9% (1)
Transport Services
1.7% (1)
Diversified FMCG
1.6% (1)
Insurance
1.3% (1)
Finance
1.3% (1)
Pharmaceuticals & Biotechnology
1.0% (1)
Automobiles
0.9% (1)
Beverages
0.6% (1)

More comparisons for CANARA ROBECO VALUE

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