Axis ELSS Tax Saver Fund vs Franklin India ELSS Tax Saver Fund
Axis vs Franklin· Portfolio Overlap Analysis
44.8%High Overlap
20 common stocksRank #16420 / 20,000
Investor takeaway: At 44.8% 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 (20)
| Stock | Wt% in Axis ELSS Tax Saver | Wt% in Franklin India ELSS Tax Saver | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 7.31% | 7.10% | 7.10% |
HDFC Bank Limited Banks | 6.54% | 9.04% | 6.54% |
Bharti Airtel Limited Telecom - Services | 3.71% | 3.50% | 3.50% |
Infosys Limited IT - Software | 3.38% | 3.81% | 3.38% |
State Bank of India Banks | 2.99% | 5.31% | 2.99% |
Larsen & Toubro Limited Construction | 2.97% | 5.90% | 2.97% |
Reliance Industries Limited Petroleum Products | 2.82% | 3.20% | 2.82% |
Mahindra & Mahindra Limited Automobiles | 2.61% | 2.75% | 2.61% |
Eternal Limited Retailing | 2.15% | 2.88% | 2.15% |
Kotak Mahindra Bank Limited Banks | 1.92% | 3.23% | 1.92% |
Axis Bank Limited Banks | 1.65% | 5.35% | 1.65% |
Cholamandalam Investment and Finance Company Ltd Finance | 1.96% | 1.44% | 1.44% |
InterGlobe Aviation Limited Transport Services | 1.16% | 1.39% | 1.16% |
Tata Steel Limited Ferrous Metals | 1.04% | 1.57% | 1.04% |
Apollo Hospitals Enterprise Limited Healthcare Services | 0.87% | 2.38% | 0.87% |
PI Industries Limited Fertilizers & Agrochemicals | 1.62% | 0.73% | 0.73% |
PB Fintech Limited Financial Technology (Fintech) | 0.72% | 1.49% | 0.72% |
Hyundai Motor India Ltd Automobiles | 0.99% | 0.56% | 0.56% |
Prestige Estates Projects Limited Realty | 0.40% | 0.62% | 0.40% |
Dixon Technologies (India) Limited Consumer Durables | 0.26% | 0.66% | 0.26% |
Unique to Axis ELSS Tax Saver
- Bajaj Finance Limited3.34%
- Pidilite Industries Limited2.25%
Unique to Franklin India ELSS Tax Saver
- HCL Technologies Ltd3.17%
Sector Overlap Breakdown
Banks20.2% (5)
Telecom - Services3.5% (1)
IT - Software3.4% (1)
Automobiles3.2% (2)
Construction3.0% (1)
Petroleum Products2.8% (1)
Retailing2.1% (1)
Finance1.4% (1)
Transport Services1.2% (1)
Ferrous Metals1.0% (1)
Healthcare Services0.9% (1)
Fertilizers & Agrochemicals0.7% (1)
Financial Technology (Fintech)0.7% (1)
Realty0.4% (1)
Consumer Durables0.3% (1)
More comparisons for Axis ELSS Tax Saver
- vs CANARA ROBECO LARGE CAP63.5% · 40 stocks
- vs Axis Large Cap63.3% · 40 stocks
- vs CANARA ROBECO FLEXICAP60.7% · 43 stocks
- vs Parag Parikh Large Cap58.1% · 45 stocks
- vs HDFC NIFTY 100 ETF58.1% · 45 stocks
More comparisons for Franklin India ELSS Tax Saver
- vs Franklin India Flexi Cap Fund 82.6% · 42 stocks
- vs CANARA ROBECO LARGE CAP56.9% · 22 stocks
- vs HDFC BSE Sensex Index56.7% · 16 stocks
- vs HDFC BSE SENSEX ETF56.7% · 16 stocks
- vs ICICI Prudential BSE Sensex ET56.7% · 16 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.