Axis ELSS Tax Saver Fund vs Franklin India Large Cap Fund
Axis vs Franklin· Portfolio Overlap Analysis
46.8%High Overlap
31 common stocksRank #13582 / 20,000
Investor takeaway: At 46.8% 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 (31)
| Stock | Wt% in Axis ELSS Tax Saver | Wt% in Franklin India Large Cap | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 7.31% | 8.01% | 7.31% |
HDFC Bank Limited Banks | 6.54% | 7.44% | 6.54% |
Reliance Industries Limited Petroleum Products | 2.82% | 5.07% | 2.82% |
State Bank of India Banks | 2.99% | 2.61% | 2.61% |
Mahindra & Mahindra Limited Automobiles | 2.61% | 4.43% | 2.61% |
Infosys Limited IT - Software | 3.38% | 2.42% | 2.42% |
Larsen & Toubro Limited Construction | 2.97% | 2.18% | 2.18% |
Eternal Limited Retailing | 2.15% | 4.92% | 2.15% |
Kotak Mahindra Bank Limited Banks | 1.92% | 5.20% | 1.92% |
Axis Bank Limited Banks | 1.65% | 5.82% | 1.65% |
Titan Company Limited Consumer Durables | 1.34% | 1.96% | 1.34% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.23% | 3.28% | 1.23% |
HDFC Life Insurance Company Limited Insurance | 1.22% | 1.79% | 1.22% |
UltraTech Cement Limited Cement & Cement Products | 2.20% | 1.07% | 1.07% |
Hindustan Unilever Limited Diversified FMCG | 1.02% | 2.58% | 1.02% |
Tata Consultancy Services Limited IT - Software | 1.67% | 1.00% | 1.00% |
Vishal Mega Mart Limited Retailing | 0.98% | 1.17% | 0.98% |
Tata Motors Ltd Agricultural, Commercial & Construction Vehicles | 0.91% | 1.66% | 0.91% |
Apollo Hospitals Enterprise Limited Healthcare Services | 0.87% | 2.19% | 0.87% |
Max Healthcare Institute Limited Healthcare Services | 0.81% | 1.39% | 0.81% |
PB Fintech Limited Financial Technology (Fintech) | 0.72% | 1.48% | 0.72% |
JB Chemicals & Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 0.67% | 2.36% | 0.67% |
ICICI Lombard General Insurance Company Limited Insurance | 0.54% | 0.80% | 0.54% |
Power Grid Corporation of India Limited Power | 0.51% | 1.81% | 0.51% |
Torrent Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 0.44% | 3.33% | 0.44% |
Godrej Consumer Products Limited Personal Products | 0.27% | 1.99% | 0.27% |
Dixon Technologies (India) Limited Consumer Durables | 0.26% | 1.52% | 0.26% |
Hyundai Motor India Ltd Automobiles | 0.99% | 0.25% | 0.25% |
Info Edge (India) Limited Retailing | 0.23% | 1.61% | 0.23% |
ICICI Prudential Asset Management Company Limited Capital Markets | 0.23% | 0.31% | 0.23% |
Crompton Greaves Consumer Electricals Limited Consumer Durables | 0.01% | 1.06% | 0.01% |
Unique to Axis ELSS Tax Saver
- Bharti Airtel Limited3.71%
- Bajaj Finance Limited3.34%
- Pidilite Industries Limited2.25%
Unique to Franklin India Large Cap
- HCL Technologies Ltd3.92%
Sector Overlap Breakdown
Banks20.0% (5)
IT - Software3.4% (2)
Retailing3.4% (3)
Automobiles2.9% (2)
Petroleum Products2.8% (1)
Pharmaceuticals & Biotechnology2.3% (3)
Construction2.2% (1)
Insurance1.8% (2)
Healthcare Services1.7% (2)
Consumer Durables1.6% (3)
Cement & Cement Products1.1% (1)
Diversified FMCG1.0% (1)
Agricultural, Commercial & Construction Vehicles0.9% (1)
Financial Technology (Fintech)0.7% (1)
Power0.5% (1)
Personal Products0.3% (1)
Capital Markets0.2% (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 Large Cap
- vs HDFC NIFTY Top 20 Equal Weight54.4% · 15 stocks
- vs Mirae Asset Nifty Top 20 Equal54.4% · 15 stocks
- vs ADITYA BIRLA SUN LIFE LARGE CA54.1% · 25 stocks
- vs HDFC BSE Sensex Index52.0% · 18 stocks
- vs HDFC BSE SENSEX ETF52.0% · 18 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.