Baroda BNP Paribas Nifty 50 Index Fund vs Templeton India Value Fund

Baroda BNP vs Franklin· Portfolio Overlap Analysis

44.1%High Overlap
17 common stocksRank #17384 / 20,000

Investor takeaway: At 44.1% 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 (17)

StockWt% in Baroda BNP Paribas Nifty 50 InWt% in Templeton India ValueOverlap
HDFC Bank Limited
Banks
11.93%7.47%7.47%
Reliance Industries Limited
Petroleum Products
8.34%5.87%5.87%
ICICI Bank Limited
Banks
8.48%4.74%4.74%
State Bank of India
Banks
4.44%4.85%4.44%
Infosys Limited
IT - Software
3.92%3.57%3.57%
Axis Bank Limited
Banks
3.44%6.75%3.44%
Tata Consultancy Services Limited
IT - Software
2.31%4.32%2.31%
ITC Limited
Diversified FMCG
2.66%2.22%2.22%
Maruti Suzuki India Limited
Automobiles
1.69%3.42%1.69%
NTPC Limited
Power
1.57%1.86%1.57%
Tata Steel Limited
Ferrous Metals
1.50%2.35%1.50%
Power Grid Corporation of India Limited
Power
1.18%1.52%1.18%
Oil & Natural Gas Corporation Limited
Oil
0.95%3.72%0.95%
Grasim Industries Limited
Cement & Cement Products
0.93%1.24%0.93%
HCL Technologies Limited
IT - Software
1.25%0.89%0.89%
Dr. Reddy's Laboratories Limited
Pharmaceuticals & Biotechnology
0.68%1.71%0.68%
Cipla Limited
Pharmaceuticals & Biotechnology
0.66%2.99%0.66%

Unique to Baroda BNP Paribas Nifty 50 In

  • Bharti Airtel Limited4.65%
  • Larsen & Toubro Limited4.36%
  • Kotak Mahindra Bank Limited2.69%

Unique to Templeton India Value

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
20.1% (4)
IT - Software
6.8% (3)
Petroleum Products
5.9% (1)
Power
2.8% (2)
Diversified FMCG
2.2% (1)
Automobiles
1.7% (1)
Ferrous Metals
1.5% (1)
Pharmaceuticals & Biotechnology
1.3% (2)
Oil
0.9% (1)
Cement & Cement Products
0.9% (1)

More comparisons for Baroda BNP Paribas Nifty 50 In

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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.