CANARA ROBECO LARGE CAP FUND vs HDFC Nifty 50 Index Fund
Canara Robeco vs HDFC· Portfolio Overlap Analysis
70.7%High Overlap
33 common stocksRank #2939 / 5,000
Investor takeaway: These funds overlap 70.7%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.
Common Holdings (33)
| Stock | Wt% in CANARA ROBECO LARGE CAP | Wt% in HDFC Nifty 50 Index | Overlap |
|---|---|---|---|
HDFC Bank Ltd Banks | 8.87% | 11.83% | 8.87% |
ICICI Bank Ltd Banks | 8.14% | 8.58% | 8.14% |
Reliance Industries Ltd Petroleum Products | 5.22% | 8.20% | 5.22% |
State Bank of India Banks | 4.59% | 4.34% | 4.34% |
Larsen & Toubro Ltd Construction | 4.33% | 4.38% | 4.33% |
Bharti Airtel Ltd Telecom - Services | 4.25% | 4.56% | 4.25% |
Infosys Ltd IT - Software | 3.60% | 3.97% | 3.60% |
Axis Bank Ltd Banks | 3.21% | 3.45% | 3.21% |
Mahindra & Mahindra Ltd Automobiles | 3.32% | 2.64% | 2.64% |
Bajaj Finance Ltd Finance | 2.93% | 2.30% | 2.30% |
Kotak Mahindra Bank Ltd Banks | 2.27% | 2.66% | 2.27% |
Maruti Suzuki India Ltd Automobiles | 1.60% | 1.70% | 1.60% |
Titan Co Ltd Consumer Durables | 1.64% | 1.56% | 1.56% |
Eternal Ltd Retailing | 1.81% | 1.54% | 1.54% |
Sun Pharmaceutical Industries Ltd Pharmaceuticals & Biotechnology | 1.50% | 1.60% | 1.50% |
NTPC Ltd Power | 1.50% | 1.58% | 1.50% |
Bharat Electronics Ltd Aerospace & Defense | 1.61% | 1.39% | 1.39% |
ITC Ltd Diversified FMCG | 1.38% | 2.63% | 1.38% |
Ultratech Cement Ltd Cement & Cement Products | 2.47% | 1.31% | 1.31% |
Tata Consultancy Services Ltd IT - Software | 1.30% | 2.35% | 1.30% |
Tata Steel Ltd Ferrous Metals | 1.24% | 1.53% | 1.24% |
Interglobe Aviation Ltd Transport Services | 1.24% | 0.95% | 0.95% |
Hindustan Unilever Ltd Diversified FMCG | 0.85% | 1.81% | 0.85% |
SBI Life Insurance Co Ltd Insurance | 1.65% | 0.80% | 0.80% |
Tech Mahindra Ltd IT - Software | 1.29% | 0.75% | 0.75% |
Trent Ltd Retailing | 0.77% | 0.75% | 0.75% |
Max Healthcare Institute Ltd Healthcare Services | 1.34% | 0.71% | 0.71% |
Tata Consumer Products Ltd Agricultural Food & Other Products | 1.43% | 0.65% | 0.65% |
Bajaj Auto Ltd Automobiles | 0.49% | 0.96% | 0.49% |
Shriram Finance Ltd Finance | 0.46% | 1.32% | 0.46% |
HCL Technologies Ltd IT - Software | 0.40% | 1.28% | 0.40% |
Asian Paints Ltd Consumer Durables | 0.22% | 0.94% | 0.22% |
Hindalco Industries Ltd Non - Ferrous Metals | 0.22% | 1.17% | 0.22% |
Unique to CANARA ROBECO LARGE CAP
All top holdings are shared with the other fund.
Unique to HDFC Nifty 50 Index
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks26.8% (5)
IT - Software6.0% (4)
Petroleum Products5.2% (1)
Automobiles4.7% (3)
Construction4.3% (1)
Telecom - Services4.3% (1)
Finance2.8% (2)
Retailing2.3% (2)
Diversified FMCG2.2% (2)
Consumer Durables1.8% (2)
Pharmaceuticals & Biotechnology1.5% (1)
Power1.5% (1)
Aerospace & Defense1.4% (1)
Cement & Cement Products1.3% (1)
Ferrous Metals1.2% (1)
Transport Services0.9% (1)
Insurance0.8% (1)
Healthcare Services0.7% (1)
Agricultural Food & Other Products0.7% (1)
Non - Ferrous Metals0.2% (1)
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.