ET vs IB11-Groww ELSS Tax Saver Fund

Canara Robeco vs Groww· Portfolio Overlap Analysis

50.7%High Overlap
28 common stocksRank #9381 / 20,000

Investor takeaway: At 50.7% 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 (28)

StockWt% in ETWt% in IB11-Groww ELSS Tax SaverOverlap
HDFC Bank Ltd
Banks
7.19%8.05%7.19%
ICICI Bank Ltd
Banks
6.76%5.75%5.75%
Reliance Industries Ltd
Petroleum Products
3.98%5.46%3.98%
State Bank of India
Banks
3.78%3.53%3.53%
Larsen & Toubro Ltd
Construction
3.42%3.35%3.35%
Bharti Airtel Ltd
Telecom - Services
3.12%3.23%3.12%
Axis Bank Ltd
Banks
2.76%2.60%2.60%
Infosys Ltd
IT - Software
3.22%2.49%2.49%
Bajaj Finance Ltd
Finance
2.64%1.67%1.67%
Interglobe Aviation Ltd
Transport Services
1.44%1.50%1.44%
TVS Motor Co Ltd
Automobiles
1.47%1.36%1.36%
Mahindra & Mahindra Ltd
Automobiles
1.24%2.35%1.24%
Eternal Ltd
Retailing
1.63%1.15%1.15%
Titan Co Ltd
Consumer Durables
1.14%1.27%1.14%
ITC Ltd
Diversified FMCG
1.11%1.54%1.11%
Maruti Suzuki India Ltd
Automobiles
1.10%1.77%1.10%
Sun Pharmaceutical Industries Ltd
Pharmaceuticals & Biotechnology
1.18%1.04%1.04%
Ultratech Cement Ltd
Cement & Cement Products
1.76%1.00%1.00%
Max Financial Services Ltd
Insurance
1.36%1.00%1.00%
Tata Consultancy Services Ltd
IT - Software
0.86%1.08%0.86%
FSN E-Commerce Ventures Ltd
Retailing
0.86%1.44%0.86%
NTPC Ltd
Power
1.38%0.70%0.70%
Max Healthcare Institute Ltd
Healthcare Services
0.70%0.68%0.68%
Info Edge (India) Ltd
Retailing
0.68%0.86%0.68%
Karur Vysya Bank Ltd
Banks
0.53%1.76%0.53%
HCL Technologies Ltd
IT - Software
0.84%0.50%0.50%
Phoenix Mills Ltd
Realty
0.90%0.34%0.34%
Indian Hotels Co Ltd
Leisure Services
0.27%1.06%0.27%

Unique to ET

  • Ge Vernova T&D India Ltd2.31%

Unique to IB11-Groww ELSS Tax Saver

  • Kotak Mahindra Bank Limited2.23%

Sector Overlap Breakdown

Banks
19.6% (5)
Petroleum Products
4.0% (1)
IT - Software
3.9% (3)
Automobiles
3.7% (3)
Construction
3.4% (1)
Telecom - Services
3.1% (1)
Retailing
2.7% (3)
Finance
1.7% (1)
Transport Services
1.4% (1)
Consumer Durables
1.1% (1)
Diversified FMCG
1.1% (1)
Pharmaceuticals & Biotechnology
1.0% (1)
Cement & Cement Products
1.0% (1)
Insurance
1.0% (1)
Power
0.7% (1)
Healthcare Services
0.7% (1)
Realty
0.3% (1)
Leisure Services
0.3% (1)

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