ET vs TATA ELSS FUND

Canara Robeco vs Tata· Portfolio Overlap Analysis

44.3%High Overlap
23 common stocksRank #17085 / 20,000

Investor takeaway: At 44.3% 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 (23)

StockWt% in ETWt% in TATA ELSSOverlap
HDFC Bank Ltd
Banks
7.19%6.50%6.50%
ICICI Bank Ltd
Banks
6.76%6.19%6.19%
Reliance Industries Ltd
Petroleum Products
3.98%4.03%3.98%
State Bank of India
Banks
3.78%5.24%3.78%
Larsen & Toubro Ltd
Construction
3.42%3.22%3.22%
Infosys Ltd
IT - Software
3.22%2.27%2.27%
Samvardhana Motherson International Ltd
Auto Components
1.82%2.91%1.82%
Ultratech Cement Ltd
Cement & Cement Products
1.76%1.90%1.76%
Bajaj Finance Ltd
Finance
2.64%1.66%1.66%
NTPC Ltd
Power
1.38%2.82%1.38%
KEI Industries Ltd
Industrial Products
1.28%1.58%1.28%
Sun Pharmaceutical Industries Ltd
Pharmaceuticals & Biotechnology
1.18%1.77%1.18%
Coal India Ltd
Consumable Fuels
1.27%1.11%1.11%
Cummins India Ltd
Industrial Products
1.09%2.41%1.09%
Eternal Ltd
Retailing
1.63%1.07%1.07%
Bharat Electronics Ltd
Aerospace & Defense
1.02%1.36%1.02%
Uno Minda Ltd
Auto Components
0.97%1.12%0.97%
Power Finance Corporation Ltd
Finance
0.96%1.13%0.96%
Interglobe Aviation Ltd
Transport Services
1.44%0.88%0.88%
HCL Technologies Ltd
IT - Software
0.84%1.26%0.84%
ICICI Prudential Asset Management Co Ltd
Capital Markets
0.61%1.27%0.61%
Jubilant Foodworks Ltd
Leisure Services
0.50%0.81%0.50%
Indian Hotels Co Ltd
Leisure Services
0.27%0.47%0.27%

Unique to ET

  • Bharti Airtel Ltd3.12%
  • Axis Bank Ltd2.76%
  • Ge Vernova T&D India Ltd2.31%

Unique to TATA ELSS

  • PRICOL LTD.2.25%

Sector Overlap Breakdown

Banks
16.5% (3)
Petroleum Products
4.0% (1)
Construction
3.2% (1)
IT - Software
3.1% (2)
Auto Components
2.8% (2)
Finance
2.6% (2)
Industrial Products
2.4% (2)
Cement & Cement Products
1.8% (1)
Power
1.4% (1)
Pharmaceuticals & Biotechnology
1.2% (1)
Consumable Fuels
1.1% (1)
Retailing
1.1% (1)
Aerospace & Defense
1.0% (1)
Transport Services
0.9% (1)
Leisure Services
0.8% (2)
Capital Markets
0.6% (1)

More comparisons for ET

More comparisons for TATA ELSS

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