CANARA ROBECO FLEXICAP FUND vs CANARA ROBECO LARGE CAP FUND

Canara Robeco vs Canara Robeco· Portfolio Overlap Analysis

74.8%High Overlap
49 common stocksRank #2815 / 5,000

Investor takeaway: These funds overlap 74.8%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.

Common Holdings (49)

StockWt% in CANARA ROBECO FLEXICAPWt% in CANARA ROBECO LARGE CAPOverlap
HDFC Bank Ltd
Banks
7.60%8.87%7.60%
ICICI Bank Ltd
Banks
6.59%8.14%6.59%
Reliance Industries Ltd
Petroleum Products
3.85%5.22%3.85%
State Bank of India
Banks
3.50%4.59%3.50%
Larsen & Toubro Ltd
Construction
3.35%4.33%3.35%
Bharti Airtel Ltd
Telecom - Services
3.31%4.25%3.31%
Infosys Ltd
IT - Software
2.93%3.60%2.93%
Mahindra & Mahindra Ltd
Automobiles
2.67%3.32%2.67%
Bajaj Finance Ltd
Finance
2.57%2.93%2.57%
Axis Bank Ltd
Banks
2.29%3.21%2.29%
Eternal Ltd
Retailing
1.87%1.81%1.81%
Bharat Electronics Ltd
Aerospace & Defense
1.67%1.61%1.61%
Sun Pharmaceutical Industries Ltd
Pharmaceuticals & Biotechnology
1.60%1.50%1.50%
Titan Co Ltd
Consumer Durables
1.48%1.64%1.48%
Tata Consumer Products Ltd
Agricultural Food & Other Products
1.52%1.43%1.43%
NTPC Ltd
Power
1.40%1.50%1.40%
Maruti Suzuki India Ltd
Automobiles
1.35%1.60%1.35%
Max Healthcare Institute Ltd
Healthcare Services
1.37%1.34%1.34%
Varun Beverages Ltd
Beverages
1.45%1.33%1.33%
Divi's Laboratories Ltd
Pharmaceuticals & Biotechnology
1.48%1.30%1.30%
SBI Life Insurance Co Ltd
Insurance
1.30%1.65%1.30%
Interglobe Aviation Ltd
Transport Services
1.24%1.24%1.24%
Ultratech Cement Ltd
Cement & Cement Products
1.21%2.47%1.21%
Tech Mahindra Ltd
IT - Software
1.21%1.29%1.21%
Indian Hotels Co Ltd
Leisure Services
1.29%1.20%1.20%
CG Power and Industrial Solutions Ltd
Electrical Equipment
1.14%1.26%1.14%
Cholamandalam Investment and Finance Co Ltd
Finance
1.16%1.12%1.12%
PB Fintech Ltd
Financial Technology (Fintech)
1.03%1.02%1.02%
ITC Ltd
Diversified FMCG
0.98%1.38%0.98%
Mankind Pharma Ltd
Pharmaceuticals & Biotechnology
0.95%0.90%0.90%
Vishal Mega Mart Ltd
Retailing
1.25%0.85%0.85%
Tata Power Co Ltd
Power
0.94%0.85%0.85%
Tata Consultancy Services Ltd
IT - Software
0.85%1.30%0.85%
Hindustan Aeronautics Ltd
Aerospace & Defense
0.84%0.91%0.84%
Samvardhana Motherson International Ltd
Auto Components
0.93%0.80%0.80%
Trent Ltd
Retailing
0.90%0.77%0.77%
TVS Motor Co Ltd
Automobiles
1.92%0.75%0.75%
PI Industries Ltd
Fertilizers & Agrochemicals
1.05%0.75%0.75%
Hindustan Unilever Ltd
Diversified FMCG
0.59%0.85%0.59%
Uno Minda Ltd
Auto Components
1.46%0.57%0.57%
Info Edge (India) Ltd
Retailing
0.60%0.54%0.54%
Abbott India Ltd
Pharmaceuticals & Biotechnology
0.63%0.49%0.49%
Oberoi Realty Ltd
Realty
1.00%0.38%0.38%
HDFC Asset Management Co Ltd
Capital Markets
0.98%0.36%0.36%
Kotak Mahindra Bank Ltd
Banks
0.31%2.27%0.31%
Multi Commodity Exchange Of India Ltd
Capital Markets
1.12%0.29%0.29%
HCL Technologies Ltd
IT - Software
0.21%0.40%0.21%
Hindalco Industries Ltd
Non - Ferrous Metals
0.01%0.22%0.01%
Kwality Wall’s India Ltd
Food Products
0.01%0.01%0.01%

Unique to CANARA ROBECO FLEXICAP

All top holdings are shared with the other fund.

Unique to CANARA ROBECO LARGE CAP

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
20.3% (5)
IT - Software
5.2% (4)
Automobiles
4.8% (3)
Pharmaceuticals & Biotechnology
4.2% (4)
Retailing
4.0% (4)
Petroleum Products
3.9% (1)
Finance
3.7% (2)
Construction
3.4% (1)
Telecom - Services
3.3% (1)
Aerospace & Defense
2.5% (2)
Power
2.3% (2)
Diversified FMCG
1.6% (2)
Consumer Durables
1.5% (1)
Agricultural Food & Other Products
1.4% (1)
Auto Components
1.4% (2)
Healthcare Services
1.3% (1)
Beverages
1.3% (1)
Insurance
1.3% (1)
Transport Services
1.2% (1)
Cement & Cement Products
1.2% (1)
Leisure Services
1.2% (1)
Electrical Equipment
1.1% (1)
Financial Technology (Fintech)
1.0% (1)
Fertilizers & Agrochemicals
0.8% (1)
Capital Markets
0.7% (2)
Realty
0.4% (1)
Non - Ferrous Metals
0.0% (1)
Food Products
0.0% (1)

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