EDELWEISS FLEXI-CAP FUND vs Franklin India Multi-Factor Fund
Edelweiss vs Franklin· Portfolio Overlap Analysis
45.5%High Overlap
31 common stocksRank #15273 / 20,000
Investor takeaway: At 45.5% 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 (31)
| Stock | Wt% in EDELWEISS FLEXI-CAP | Wt% in Franklin India Multi-Factor | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 6.07% | 7.04% | 6.07% |
ICICI Bank Ltd. Banks | 4.84% | 4.88% | 4.84% |
Reliance Industries Ltd. Petroleum Products | 3.46% | 4.99% | 3.46% |
Larsen & Toubro Ltd. Construction | 3.23% | 3.79% | 3.23% |
State Bank of India Banks | 3.48% | 2.66% | 2.66% |
Bharti Airtel Ltd. Telecom - Services | 2.20% | 3.92% | 2.20% |
Infosys Ltd. IT - Software | 2.16% | 3.51% | 2.16% |
NTPC Ltd. Power | 3.40% | 2.04% | 2.04% |
Titan Company Ltd. Consumer Durables | 1.71% | 2.07% | 1.71% |
Shriram Finance Ltd. Finance | 1.75% | 1.31% | 1.31% |
Mahindra & Mahindra Ltd. Automobiles | 1.84% | 1.17% | 1.17% |
Kotak Mahindra Bank Ltd. Banks | 1.52% | 1.08% | 1.08% |
Muthoot Finance Ltd. Finance | 1.15% | 1.08% | 1.08% |
Britannia Industries Ltd. Food Products | 1.06% | 1.37% | 1.06% |
Canara Bank Banks | 1.04% | 1.26% | 1.04% |
Hindustan Unilever Ltd. Diversified FMCG | 0.99% | 1.89% | 0.99% |
Maruti Suzuki India Ltd. Automobiles | 0.92% | 2.04% | 0.92% |
Sun Pharmaceutical Industries Ltd. Pharmaceuticals & Biotechnology | 1.02% | 0.91% | 0.91% |
Hindalco Industries Ltd. Non - Ferrous Metals | 0.91% | 1.23% | 0.91% |
Axis Bank Ltd. Banks | 0.87% | 1.31% | 0.87% |
Bajaj Finance Ltd. Finance | 1.97% | 0.79% | 0.79% |
Hindustan Petroleum Corporation Ltd. Petroleum Products | 0.71% | 1.02% | 0.71% |
HCL Technologies Ltd. IT - Software | 0.69% | 1.59% | 0.69% |
GE Vernova T&D India Limited Electrical Equipment | 0.67% | 0.86% | 0.67% |
Lupin Ltd. Pharmaceuticals & Biotechnology | 0.61% | 1.36% | 0.61% |
Radico Khaitan Ltd. Beverages | 0.87% | 0.57% | 0.57% |
Eicher Motors Ltd. Automobiles | 0.55% | 1.68% | 0.55% |
Asian Paints Ltd. Consumer Durables | 0.55% | 1.40% | 0.55% |
Cummins India Ltd. Industrial Products | 0.34% | 1.45% | 0.34% |
Eternal Ltd. Retailing | 0.77% | 0.30% | 0.30% |
KWALITY WALL'S INDIA LTD Food Products | 0.01% | 0.02% | 0.01% |
Unique to EDELWEISS FLEXI-CAP
- Tata Steel Ltd.2.62%
- Ultratech Cement Ltd.2.12%
Unique to Franklin India Multi-Factor
- ITC Ltd2.14%
Sector Overlap Breakdown
Banks16.6% (6)
Petroleum Products4.2% (2)
Construction3.2% (1)
Finance3.2% (3)
IT - Software2.9% (2)
Automobiles2.6% (3)
Consumer Durables2.3% (2)
Telecom - Services2.2% (1)
Power2.0% (1)
Pharmaceuticals & Biotechnology1.5% (2)
Food Products1.1% (2)
Diversified FMCG1.0% (1)
Non - Ferrous Metals0.9% (1)
Electrical Equipment0.7% (1)
Beverages0.6% (1)
Industrial Products0.3% (1)
Retailing0.3% (1)
More comparisons for EDELWEISS FLEXI-CAP
- vs EDELWEISS MULTI CAP65.6% · 74 stocks
- vs EDELWEISS ELSS TAX SAVER60.3% · 57 stocks
- vs CANARA ROBECO LARGE CAP55.3% · 42 stocks
- vs IB11-Groww ELSS Tax Saver55.2% · 41 stocks
- vs EDELWEISS LARGE CAP54.5% · 44 stocks
More comparisons for Franklin India Multi-Factor
- vs SBI BSE 100 ETF57.7% · 43 stocks
- vs EDELWEISS LARGE CAP57.0% · 38 stocks
- vs LIC MF NIFTY 100 ETF56.7% · 41 stocks
- vs Motilal Oswal Nifty 100 ETF56.7% · 41 stocks
- vs Axis Nifty 100 Index56.7% · 41 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.