Axis Large Cap Fund vs Franklin India Flexi Cap Fund ( Formerly known as Franklin India Equity Fund)
Axis vs Franklin· Portfolio Overlap Analysis
54.1%High Overlap
24 common stocksRank #7207 / 20,000
Investor takeaway: At 54.1% 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 (24)
| Stock | Wt% in Axis Large Cap | Wt% in Franklin India Flexi Cap Fund | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 8.30% | 8.46% | 8.30% |
ICICI Bank Limited Banks | 8.73% | 6.26% | 6.26% |
Larsen & Toubro Limited Construction | 5.24% | 4.65% | 4.65% |
State Bank of India Banks | 4.22% | 3.99% | 3.99% |
Bharti Airtel Limited Telecom - Services | 4.41% | 3.48% | 3.48% |
Reliance Industries Limited Petroleum Products | 6.06% | 3.20% | 3.20% |
Kotak Mahindra Bank Limited Banks | 3.61% | 3.15% | 3.15% |
Infosys Limited IT - Software | 4.04% | 3.00% | 3.00% |
Mahindra & Mahindra Limited Automobiles | 3.57% | 2.79% | 2.79% |
Apollo Hospitals Enterprise Limited Healthcare Services | 2.51% | 2.36% | 2.36% |
Eternal Limited Retailing | 1.96% | 2.36% | 1.96% |
InterGlobe Aviation Limited Transport Services | 1.77% | 1.78% | 1.77% |
Bharat Electronics Limited Aerospace & Defense | 1.64% | 2.13% | 1.64% |
UltraTech Cement Limited Cement & Cement Products | 2.73% | 1.51% | 1.51% |
NTPC Limited Power | 1.19% | 1.92% | 1.19% |
Cholamandalam Investment and Finance Company Ltd Finance | 1.13% | 1.58% | 1.13% |
Axis Bank Limited Banks | 0.80% | 5.63% | 0.80% |
Trent Limited Retailing | 0.59% | 1.20% | 0.59% |
HDFC Life Insurance Company Limited Insurance | 0.56% | 0.92% | 0.56% |
Hyundai Motor India Ltd Automobiles | 0.55% | 0.65% | 0.55% |
Britannia Industries Limited Food Products | 0.50% | 1.58% | 0.50% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.38% | 0.28% | 0.28% |
Tata Power Company Limited Power | 0.27% | 1.78% | 0.27% |
Hindustan Aeronautics Limited Aerospace & Defense | 0.16% | 0.98% | 0.16% |
Unique to Axis Large Cap
- Bajaj Finance Limited3.91%
Unique to Franklin India Flexi Cap Fund
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks22.5% (5)
Construction4.7% (1)
Telecom - Services3.5% (1)
Automobiles3.3% (2)
Petroleum Products3.2% (1)
IT - Software3.0% (1)
Retailing2.5% (2)
Healthcare Services2.4% (1)
Aerospace & Defense1.8% (2)
Transport Services1.8% (1)
Cement & Cement Products1.5% (1)
Power1.5% (2)
Finance1.1% (1)
Insurance0.6% (1)
Food Products0.5% (1)
Pharmaceuticals & Biotechnology0.3% (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 Flexi Cap Fund
- vs Franklin India ELSS Tax Saver82.6% · 42 stocks
- vs CANARA ROBECO LARGE CAP58.0% · 26 stocks
- vs Franklin India Aggressive Hybr57.1% · 34 stocks
- vs HDFC NIFTY 50 ETF56.0% · 24 stocks
- vs HDFC Nifty 50 Index56.0% · 24 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.