EDELWEISS LARGE CAP FUND vs Franklin India Equity Savings Fund
Edelweiss vs Franklin· Portfolio Overlap Analysis
43.0%High Overlap
32 common stocksRank #18864 / 20,000
Investor takeaway: At 43.0% 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 (32)
| Stock | Wt% in EDELWEISS LARGE CAP | Wt% in Franklin India Equity Savings | Overlap |
|---|---|---|---|
Reliance Industries Ltd. Petroleum Products | 5.51% | 4.33% | 4.33% |
ICICI Bank Ltd. Banks | 6.63% | 3.61% | 3.61% |
Bharti Airtel Ltd. Telecom - Services | 3.61% | 3.67% | 3.61% |
HDFC Bank Ltd. Banks | 7.59% | 3.35% | 3.35% |
Mahindra & Mahindra Ltd. Automobiles | 3.22% | 3.05% | 3.05% |
Axis Bank Ltd. Banks | 2.53% | 5.90% | 2.53% |
Larsen & Toubro Ltd. Construction | 4.35% | 2.27% | 2.27% |
NTPC Ltd. Power | 2.23% | 4.01% | 2.23% |
Titan Company Ltd. Consumer Durables | 2.09% | 2.58% | 2.09% |
Apollo Hospitals Enterprise Ltd. Healthcare Services | 1.81% | 1.59% | 1.59% |
Ultratech Cement Ltd. Cement & Cement Products | 1.81% | 1.50% | 1.50% |
HDFC Life Insurance Company Ltd. Insurance | 1.45% | 1.40% | 1.40% |
Bank of Baroda Banks | 1.29% | 1.25% | 1.25% |
Infosys Ltd. IT - Software | 2.78% | 1.13% | 1.13% |
Tech Mahindra Ltd. IT - Software | 1.04% | 1.04% | 1.04% |
Indus Towers Ltd. Telecom - Services | 0.83% | 1.01% | 0.83% |
State Bank of India Banks | 3.98% | 0.76% | 0.76% |
Eternal Ltd. Retailing | 0.71% | 0.77% | 0.71% |
Britannia Industries Ltd. Food Products | 0.68% | 0.71% | 0.68% |
Maruti Suzuki India Ltd. Automobiles | 1.64% | 0.55% | 0.55% |
ITC Ltd. Diversified FMCG | 2.12% | 0.52% | 0.52% |
Power Grid Corporation of India Ltd. Power | 0.51% | 0.60% | 0.51% |
Kotak Mahindra Bank Ltd. Banks | 0.49% | 3.38% | 0.49% |
Cholamandalam Investment & Finance Company Ltd. Finance | 0.47% | 0.59% | 0.47% |
Bajaj Finance Ltd. Finance | 3.30% | 0.44% | 0.44% |
HCL Technologies Ltd. IT - Software | 0.42% | 0.51% | 0.42% |
Hindustan Petroleum Corporation Ltd. Petroleum Products | 0.38% | 0.53% | 0.38% |
Sun Pharmaceutical Industries Ltd. Pharmaceuticals & Biotechnology | 1.18% | 0.36% | 0.36% |
Hindustan Unilever Ltd. Diversified FMCG | 0.90% | 0.36% | 0.36% |
Tata Steel Ltd. Ferrous Metals | 0.57% | 0.29% | 0.29% |
Marico Ltd. Agricultural Food & other Products | 0.96% | 0.21% | 0.21% |
KWALITY WALL'S INDIA LTD Food Products | 0.01% | 0.00% | 0.00% |
Unique to EDELWEISS LARGE CAP
All top holdings are shared with the other fund.
Unique to Franklin India Equity Savings
- Hindustan Aeronautics Ltd2.69%
Sector Overlap Breakdown
Banks12.0% (6)
Petroleum Products4.7% (2)
Telecom - Services4.4% (2)
Automobiles3.6% (2)
Power2.7% (2)
IT - Software2.6% (3)
Construction2.3% (1)
Consumer Durables2.1% (1)
Healthcare Services1.6% (1)
Cement & Cement Products1.5% (1)
Insurance1.4% (1)
Finance0.9% (2)
Diversified FMCG0.9% (2)
Retailing0.7% (1)
Food Products0.7% (2)
Pharmaceuticals & Biotechnology0.4% (1)
Ferrous Metals0.3% (1)
Agricultural Food & other Products0.2% (1)
More comparisons for EDELWEISS LARGE CAP
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- vs HDFC NIFTY 100 ETF65.4% · 46 stocks
- vs Motilal Oswal Nifty 100 ETF65.4% · 46 stocks
More comparisons for Franklin India Equity Savings
- vs ADITYA BIRLA SUN LIFE LARGE CA44.6% · 31 stocks
- vs Franklin India Flexi Cap Fund 42.6% · 28 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.