CANARA ROBECO VALUE FUND vs TATA ELSS FUND

Canara Robeco vs Tata· Portfolio Overlap Analysis

43.5%High Overlap
20 common stocksRank #18244 / 20,000

Investor takeaway: At 43.5% 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 TATA ELSSOverlap
HDFC Bank Ltd
Banks
7.23%6.50%6.50%
ICICI Bank Ltd
Banks
7.26%6.19%6.19%
Reliance Industries Ltd
Petroleum Products
4.73%4.03%4.03%
State Bank of India
Banks
4.03%5.24%4.03%
Larsen & Toubro Ltd
Construction
3.66%3.22%3.22%
NTPC Ltd
Power
3.24%2.82%2.82%
Infosys Ltd
IT - Software
3.27%2.27%2.27%
Samvardhana Motherson International Ltd
Auto Components
1.96%2.91%1.96%
KEI Industries Ltd
Industrial Products
1.98%1.58%1.58%
Bharat Electronics Ltd
Aerospace & Defense
1.97%1.36%1.36%
SBI Life Insurance Co Ltd
Insurance
1.80%1.31%1.31%
HCL Technologies Ltd
IT - Software
1.20%1.26%1.20%
Coal India Ltd
Consumable Fuels
1.61%1.11%1.11%
Multi Commodity Exchange Of India Ltd
Capital Markets
2.05%1.08%1.08%
Sun Pharmaceutical Industries Ltd
Pharmaceuticals & Biotechnology
1.04%1.77%1.04%
Power Finance Corporation Ltd
Finance
1.04%1.13%1.04%
Interglobe Aviation Ltd
Transport Services
1.73%0.88%0.88%
Brigade Enterprises Ltd
Realty
1.41%0.78%0.78%
Jubilant Foodworks Ltd
Leisure Services
0.78%0.81%0.78%
Tenneco Clean Air India Ltd
Auto Components
1.13%0.33%0.33%

Unique to CANARA ROBECO VALUE

  • Bharti Airtel Ltd3.66%
  • Axis Bank Ltd2.61%

Unique to TATA ELSS

  • CUMMINS INDIA LTD.2.41%
  • PRICOL LTD.2.25%

Sector Overlap Breakdown

Banks
16.7% (3)
Petroleum Products
4.0% (1)
IT - Software
3.5% (2)
Construction
3.2% (1)
Power
2.8% (1)
Auto Components
2.3% (2)
Industrial Products
1.6% (1)
Aerospace & Defense
1.4% (1)
Insurance
1.3% (1)
Consumable Fuels
1.1% (1)
Capital Markets
1.1% (1)
Pharmaceuticals & Biotechnology
1.0% (1)
Finance
1.0% (1)
Transport Services
0.9% (1)
Realty
0.8% (1)
Leisure Services
0.8% (1)

More comparisons for CANARA ROBECO VALUE

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