ET vs Mirae Asset Aggressive Hybrid Fund

Canara Robeco vs Mirae· Portfolio Overlap Analysis

44.0%High Overlap
29 common stocksRank #17473 / 20,000

Investor takeaway: At 44.0% 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 (29)

StockWt% in ETWt% in Mirae Asset Aggressive HybridOverlap
HDFC Bank Ltd
Banks
7.19%6.92%6.92%
ICICI Bank Ltd
Banks
6.76%4.26%4.26%
State Bank of India
Banks
3.78%4.89%3.78%
Bharti Airtel Ltd
Telecom - Services
3.12%2.99%2.99%
Reliance Industries Ltd
Petroleum Products
3.98%2.96%2.96%
Axis Bank Ltd
Banks
2.76%2.84%2.76%
Larsen & Toubro Ltd
Construction
3.42%2.71%2.71%
Infosys Ltd
IT - Software
3.22%1.84%1.84%
NTPC Ltd
Power
1.38%2.12%1.38%
Eternal Ltd
Retailing
1.63%1.28%1.28%
TVS Motor Co Ltd
Automobiles
1.47%1.25%1.25%
Mahindra & Mahindra Ltd
Automobiles
1.24%1.61%1.24%
ITC Ltd
Diversified FMCG
1.11%1.10%1.10%
Bharat Electronics Ltd
Aerospace & Defense
1.02%0.94%0.94%
Bajaj Finance Ltd
Finance
2.64%0.88%0.88%
Varun Beverages Ltd
Beverages
1.09%0.88%0.88%
Tata Consultancy Services Ltd
IT - Software
0.86%1.44%0.86%
Interglobe Aviation Ltd
Transport Services
1.44%0.82%0.82%
Schaeffler India Ltd
Auto Components
1.13%0.63%0.63%
Maruti Suzuki India Ltd
Automobiles
1.10%0.62%0.62%
Godrej Consumer Products Ltd
Personal Products
0.94%0.60%0.60%
Divi's Laboratories Ltd
Pharmaceuticals & Biotechnology
1.82%0.54%0.54%
Power Finance Corporation Ltd
Finance
0.96%0.54%0.54%
Ultratech Cement Ltd
Cement & Cement Products
1.76%0.51%0.51%
Vishal Mega Mart Ltd
Retailing
0.62%0.46%0.46%
Sun Pharmaceutical Industries Ltd
Pharmaceuticals & Biotechnology
1.18%0.42%0.42%
Deepak Nitrite Ltd
Chemicals & Petrochemicals
0.74%0.36%0.36%
Crompton Greaves Consumer Electricals Ltd
Consumer Durables
0.63%0.29%0.29%
Titan Co Ltd
Consumer Durables
1.14%0.23%0.23%

Unique to ET

  • Ge Vernova T&D India Ltd2.31%

Unique to Mirae Asset Aggressive Hybrid

  • Shriram Finance Ltd.1.66%

Sector Overlap Breakdown

Banks
17.7% (4)
Automobiles
3.1% (3)
Telecom - Services
3.0% (1)
Petroleum Products
3.0% (1)
Construction
2.7% (1)
IT - Software
2.7% (2)
Retailing
1.7% (2)
Finance
1.4% (2)
Power
1.4% (1)
Diversified FMCG
1.1% (1)
Pharmaceuticals & Biotechnology
1.0% (2)
Aerospace & Defense
0.9% (1)
Beverages
0.9% (1)
Transport Services
0.8% (1)
Auto Components
0.6% (1)
Personal Products
0.6% (1)
Consumer Durables
0.5% (2)
Cement & Cement Products
0.5% (1)
Chemicals & Petrochemicals
0.4% (1)

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