Franklin India Aggressive Hybrid Fund vs Franklin India ELSS Tax Saver Fund
Franklin vs Franklin· Portfolio Overlap Analysis
52.2%High Overlap
27 common stocksRank #8036 / 20,000
Investor takeaway: At 52.2% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (27)
| Stock | Wt% in Franklin India Aggressive Hybr | Wt% in Franklin India ELSS Tax Saver | Overlap |
|---|---|---|---|
HDFC Bank Ltd Banks | 6.44% | 9.04% | 6.44% |
ICICI Bank Ltd Banks | 4.11% | 7.10% | 4.11% |
Larsen & Toubro Ltd Construction | 3.82% | 5.90% | 3.82% |
Axis Bank Ltd Banks | 3.68% | 5.35% | 3.68% |
State Bank of India Banks | 3.48% | 5.31% | 3.48% |
Reliance Industries Ltd Petroleum Products | 3.32% | 3.20% | 3.20% |
Bharti Airtel Ltd Telecom - Services | 2.96% | 3.50% | 2.96% |
Infosys Ltd IT - Software | 2.38% | 3.81% | 2.38% |
HCL Technologies Ltd IT - Software | 2.13% | 3.17% | 2.13% |
NTPC Ltd Power | 1.93% | 2.13% | 1.93% |
Eternal Ltd Retailing | 1.59% | 2.88% | 1.59% |
Mahindra & Mahindra Ltd Automobiles | 1.59% | 2.75% | 1.59% |
Marico Ltd Agricultural Food & Other Products | 1.54% | 2.13% | 1.54% |
Apollo Hospitals Enterprise Ltd Healthcare Services | 1.46% | 2.38% | 1.46% |
Britannia Industries Ltd Food Products | 1.45% | 1.57% | 1.45% |
Tata Steel Ltd Ferrous Metals | 1.36% | 1.57% | 1.36% |
Cholamandalam Investment and Finance Co Ltd Finance | 1.25% | 1.44% | 1.25% |
Kirloskar Oil Engines Ltd Industrial Products | 1.25% | 2.20% | 1.25% |
Bharat Electronics Ltd Aerospace & Defense | 1.14% | 2.94% | 1.14% |
Interglobe Aviation Ltd Transport Services | 1.09% | 1.39% | 1.09% |
PB Fintech Ltd Financial Technology (Fintech) | 1.07% | 1.49% | 1.07% |
Eris Lifesciences Ltd Pharmaceuticals & Biotechnology | 0.77% | 0.94% | 0.77% |
Jubilant Foodworks Ltd Leisure Services | 0.71% | 0.71% | 0.71% |
Tata Capital Ltd Finance | 0.67% | 1.02% | 0.67% |
Amara Raja Energy And Mobility Ltd Auto Components | 0.58% | 0.49% | 0.49% |
Lemon Tree Hotels Ltd Leisure Services | 0.44% | 0.59% | 0.44% |
Teamlease Services Ltd Commercial Services & Supplies | 0.41% | 0.21% | 0.21% |
Unique to Franklin India Aggressive Hybr
All top holdings are shared with the other fund.
Unique to Franklin India ELSS Tax Saver
- Kotak Mahindra Bank Ltd3.23%
Sector Overlap Breakdown
Banks17.7% (4)
IT - Software4.5% (2)
Construction3.8% (1)
Petroleum Products3.2% (1)
Telecom - Services3.0% (1)
Power1.9% (1)
Finance1.9% (2)
Retailing1.6% (1)
Automobiles1.6% (1)
Agricultural Food & Other Products1.5% (1)
Healthcare Services1.5% (1)
Food Products1.4% (1)
Ferrous Metals1.4% (1)
Industrial Products1.3% (1)
Leisure Services1.1% (2)
Aerospace & Defense1.1% (1)
Transport Services1.1% (1)
Financial Technology (Fintech)1.1% (1)
Pharmaceuticals & Biotechnology0.8% (1)
Auto Components0.5% (1)
Commercial Services & Supplies0.2% (1)
More comparisons for Franklin India Aggressive Hybr
- vs Franklin India Balanced Advant60.5% · 47 stocks
- vs Franklin India Flexi Cap Fund 57.1% · 34 stocks
- vs CANARA ROBECO LARGE CAP46.7% · 24 stocks
- vs ADITYA BIRLA SUN LIFE LARGE CA46.1% · 25 stocks
- vs Kotak Large Cap45.4% · 21 stocks
More comparisons for Franklin India ELSS Tax Saver
- vs Franklin India Flexi Cap Fund 82.6% · 42 stocks
- vs CANARA ROBECO LARGE CAP56.9% · 22 stocks
- vs HDFC BSE Sensex Index56.7% · 16 stocks
- vs HDFC BSE SENSEX ETF56.7% · 16 stocks
- vs ICICI Prudential BSE Sensex ET56.7% · 16 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.