Axis Large Cap Fund vs Franklin India Large Cap Fund
Axis vs Franklin· Portfolio Overlap Analysis
49.9%High Overlap
23 common stocksRank #10305 / 20,000
Investor takeaway: At 49.9% 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 (23)
| Stock | Wt% in Axis Large Cap | Wt% in Franklin India Large Cap | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 8.73% | 8.01% | 8.01% |
HDFC Bank Limited Banks | 8.30% | 7.44% | 7.44% |
Reliance Industries Limited Petroleum Products | 6.06% | 5.07% | 5.07% |
Kotak Mahindra Bank Limited Banks | 3.61% | 5.20% | 3.61% |
Mahindra & Mahindra Limited Automobiles | 3.57% | 4.43% | 3.57% |
State Bank of India Banks | 4.22% | 2.61% | 2.61% |
Infosys Limited IT - Software | 4.04% | 2.42% | 2.42% |
Apollo Hospitals Enterprise Limited Healthcare Services | 2.51% | 2.19% | 2.19% |
Larsen & Toubro Limited Construction | 5.24% | 2.18% | 2.18% |
Eternal Limited Retailing | 1.96% | 4.92% | 1.96% |
Titan Company Limited Consumer Durables | 1.94% | 1.96% | 1.94% |
Tata Motors Ltd Agricultural, Commercial & Construction Vehicles | 1.40% | 1.66% | 1.40% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.38% | 3.28% | 1.38% |
Torrent Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 1.29% | 3.33% | 1.29% |
UltraTech Cement Limited Cement & Cement Products | 2.73% | 1.07% | 1.07% |
Tata Consultancy Services Limited IT - Software | 0.83% | 1.00% | 0.83% |
Axis Bank Limited Banks | 0.80% | 5.82% | 0.80% |
HDFC Life Insurance Company Limited Insurance | 0.56% | 1.79% | 0.56% |
Hindustan Unilever Limited Diversified FMCG | 0.44% | 2.58% | 0.44% |
ICICI Prudential Asset Management Company Limited Capital Markets | 0.68% | 0.31% | 0.31% |
Dixon Technologies (India) Limited Consumer Durables | 0.30% | 1.52% | 0.30% |
Tata Power Company Limited Power | 0.27% | 1.66% | 0.27% |
Hyundai Motor India Ltd Automobiles | 0.55% | 0.25% | 0.25% |
Unique to Axis Large Cap
- Bharti Airtel Limited4.41%
- Bajaj Finance Limited3.91%
Unique to Franklin India Large Cap
- HCL Technologies Ltd3.92%
Sector Overlap Breakdown
Banks22.5% (5)
Petroleum Products5.1% (1)
Automobiles3.8% (2)
IT - Software3.3% (2)
Pharmaceuticals & Biotechnology2.7% (2)
Consumer Durables2.2% (2)
Healthcare Services2.2% (1)
Construction2.2% (1)
Retailing2.0% (1)
Agricultural, Commercial & Construction Vehicles1.4% (1)
Cement & Cement Products1.1% (1)
Insurance0.6% (1)
Diversified FMCG0.4% (1)
Capital Markets0.3% (1)
Power0.3% (1)
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.