Franklin India Aggressive Hybrid Fund vs Kotak Large Cap Fund
Franklin vs Kotak· Portfolio Overlap Analysis
45.4%High Overlap
21 common stocksRank #15497 / 20,000
Investor takeaway: At 45.4% 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 (21)
| Stock | Wt% in Franklin India Aggressive Hybr | Wt% in Kotak Large Cap | Overlap |
|---|---|---|---|
HDFC Bank Ltd Banks | 6.44% | 7.01% | 6.44% |
ICICI Bank Ltd Banks | 4.11% | 7.36% | 4.11% |
Larsen & Toubro Ltd Construction | 3.82% | 4.22% | 3.82% |
State Bank of India Banks | 3.48% | 4.83% | 3.48% |
Axis Bank Ltd Banks | 3.68% | 3.35% | 3.35% |
Reliance Industries Ltd Petroleum Products | 3.32% | 6.39% | 3.32% |
Bharti Airtel Ltd Telecom - Services | 2.96% | 3.78% | 2.96% |
Infosys Ltd IT - Software | 2.38% | 3.32% | 2.38% |
NTPC Ltd Power | 1.93% | 2.89% | 1.93% |
Ultratech Cement Ltd Cement & Cement Products | 1.83% | 2.22% | 1.83% |
Mahindra & Mahindra Ltd Automobiles | 1.59% | 2.90% | 1.59% |
Eternal Ltd Retailing | 1.59% | 1.38% | 1.38% |
Tata Steel Ltd Ferrous Metals | 1.36% | 2.14% | 1.36% |
Sun Pharmaceutical Industries Ltd Pharmaceuticals & Biotechnology | 1.26% | 2.59% | 1.26% |
Bharat Electronics Ltd Aerospace & Defense | 1.14% | 1.38% | 1.14% |
Interglobe Aviation Ltd Transport Services | 1.09% | 1.83% | 1.09% |
Apollo Hospitals Enterprise Ltd Healthcare Services | 1.46% | 0.93% | 0.93% |
Maruti Suzuki India Ltd Automobiles | 0.82% | 2.41% | 0.82% |
Britannia Industries Ltd Food Products | 1.45% | 0.77% | 0.77% |
HDFC Life Insurance Co Ltd Insurance | 0.70% | 0.82% | 0.70% |
Hindustan Unilever Ltd Diversified FMCG | 0.70% | 0.97% | 0.70% |
Unique to Franklin India Aggressive Hybr
- HCL Technologies Ltd2.13%
Unique to Kotak Large Cap
- BAJAJ FINANCE LTD.3.14%
Sector Overlap Breakdown
Banks17.4% (4)
Construction3.8% (1)
Petroleum Products3.3% (1)
Telecom - Services3.0% (1)
Automobiles2.4% (2)
IT - Software2.4% (1)
Power1.9% (1)
Cement & Cement Products1.8% (1)
Retailing1.4% (1)
Ferrous Metals1.4% (1)
Pharmaceuticals & Biotechnology1.3% (1)
Aerospace & Defense1.1% (1)
Transport Services1.1% (1)
Healthcare Services0.9% (1)
Food Products0.8% (1)
Insurance0.7% (1)
Diversified FMCG0.7% (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 Franklin India ELSS Tax Saver52.2% · 27 stocks
- vs CANARA ROBECO LARGE CAP46.7% · 24 stocks
- vs ADITYA BIRLA SUN LIFE LARGE CA46.1% · 25 stocks
More comparisons for Kotak Large Cap
- vs CANARA ROBECO LARGE CAP67.7% · 31 stocks
- vs ADITYA BIRLA SUN LIFE NIFTY 5067.1% · 28 stocks
- vs Bajaj Finserv Nifty 50 Index67.1% · 28 stocks
- vs Bajaj Finserv Nifty 50 ETF67.1% · 28 stocks
- vs Baroda BNP Paribas Nifty 50 In67.1% · 28 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.