Axis Large Cap Fund vs Franklin India ELSS Tax Saver Fund
Axis vs Franklin· Portfolio Overlap Analysis
53.5%High Overlap
20 common stocksRank #7498 / 20,000
Investor takeaway: At 53.5% 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 Large Cap | Wt% in Franklin India ELSS Tax Saver | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 8.30% | 9.04% | 8.30% |
ICICI Bank Limited Banks | 8.73% | 7.10% | 7.10% |
Larsen & Toubro Limited Construction | 5.24% | 5.90% | 5.24% |
State Bank of India Banks | 4.22% | 5.31% | 4.22% |
Infosys Limited IT - Software | 4.04% | 3.81% | 3.81% |
Bharti Airtel Limited Telecom - Services | 4.41% | 3.50% | 3.50% |
Kotak Mahindra Bank Limited Banks | 3.61% | 3.23% | 3.23% |
Reliance Industries Limited Petroleum Products | 6.06% | 3.20% | 3.20% |
Mahindra & Mahindra Limited Automobiles | 3.57% | 2.75% | 2.75% |
Apollo Hospitals Enterprise Limited Healthcare Services | 2.51% | 2.38% | 2.38% |
Eternal Limited Retailing | 1.96% | 2.88% | 1.96% |
Bharat Electronics Limited Aerospace & Defense | 1.64% | 2.94% | 1.64% |
InterGlobe Aviation Limited Transport Services | 1.77% | 1.39% | 1.39% |
NTPC Limited Power | 1.19% | 2.13% | 1.19% |
Cholamandalam Investment and Finance Company Ltd Finance | 1.13% | 1.44% | 1.13% |
Axis Bank Limited Banks | 0.80% | 5.35% | 0.80% |
Hyundai Motor India Ltd Automobiles | 0.55% | 0.56% | 0.55% |
Britannia Industries Limited Food Products | 0.50% | 1.57% | 0.50% |
Dixon Technologies (India) Limited Consumer Durables | 0.30% | 0.66% | 0.30% |
Tata Power Company Limited Power | 0.27% | 1.71% | 0.27% |
Unique to Axis Large Cap
- Bajaj Finance Limited3.91%
Unique to Franklin India ELSS Tax Saver
- HCL Technologies Ltd3.17%
Sector Overlap Breakdown
Banks23.6% (5)
Construction5.2% (1)
IT - Software3.8% (1)
Telecom - Services3.5% (1)
Automobiles3.3% (2)
Petroleum Products3.2% (1)
Healthcare Services2.4% (1)
Retailing2.0% (1)
Aerospace & Defense1.6% (1)
Power1.5% (2)
Transport Services1.4% (1)
Finance1.1% (1)
Food Products0.5% (1)
Consumer Durables0.3% (1)
More comparisons for Axis Large Cap
- vs CANARA ROBECO LARGE CAP73.0% · 39 stocks
- vs PGIM INDIA LARGE CAP65.5% · 35 stocks
- vs HDFC NIFTY 50 ETF65.1% · 29 stocks
- vs HDFC Nifty 50 Index65.1% · 29 stocks
- vs ICICI Prudential Nifty 50 ETF65.1% · 29 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.