Bajaj Finserv Large Cap Fund vs Franklin India Large Cap Fund
Bajaj vs Franklin· Portfolio Overlap Analysis
48.6%High Overlap
16 common stocksRank #11507 / 20,000
Investor takeaway: At 48.6% 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 (16)
| Stock | Wt% in Bajaj Finserv Large Cap | Wt% in Franklin India Large Cap | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 7.48% | 7.44% | 7.44% |
ICICI Bank Limited Banks | 7.21% | 8.01% | 7.21% |
Reliance Industries Limited Petroleum Products | 4.95% | 5.07% | 4.95% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 3.88% | 3.28% | 3.28% |
Kotak Mahindra Bank Limited Banks | 2.99% | 5.20% | 2.99% |
State Bank of India Banks | 4.42% | 2.61% | 2.61% |
Mahindra & Mahindra Limited Automobiles | 2.58% | 4.43% | 2.58% |
Infosys Limited IT - Software | 2.58% | 2.42% | 2.42% |
Axis Bank Limited Banks | 2.25% | 5.82% | 2.25% |
Apollo Hospitals Enterprise Limited Healthcare Services | 3.75% | 2.19% | 2.19% |
Larsen & Toubro Limited Construction | 3.94% | 2.18% | 2.18% |
Eternal Limited Retailing | 2.04% | 4.92% | 2.04% |
Godrej Consumer Products Limited Personal Products | 2.54% | 1.99% | 1.99% |
Titan Company Limited Consumer Durables | 3.17% | 1.96% | 1.96% |
Asian Paints Limited Consumer Durables | 1.47% | 1.88% | 1.47% |
UltraTech Cement Limited Cement & Cement Products | 4.11% | 1.07% | 1.07% |
Unique to Bajaj Finserv Large Cap
- NTPC Limited4.49%
- Divi's Laboratories Limited4.27%
- LG Electronics India Ltd3.82%
Unique to Franklin India Large Cap
- HCL Technologies Ltd3.92%
- Torrent Pharmaceuticals Ltd3.33%
Sector Overlap Breakdown
Banks22.5% (5)
Petroleum Products5.0% (1)
Consumer Durables3.4% (2)
Pharmaceuticals & Biotechnology3.3% (1)
Automobiles2.6% (1)
IT - Software2.4% (1)
Healthcare Services2.2% (1)
Construction2.2% (1)
Retailing2.0% (1)
Personal Products2.0% (1)
Cement & Cement Products1.1% (1)
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.