Franklin India Balanced Advantage Fund vs Franklin India ELSS Tax Saver Fund
Franklin vs Franklin· Portfolio Overlap Analysis
49.1%High Overlap
28 common stocksRank #11180 / 20,000
Investor takeaway: At 49.1% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (28)
| Stock | Wt% in Franklin India Balanced Advant | Wt% in Franklin India ELSS Tax Saver | Overlap |
|---|---|---|---|
HDFC Bank Ltd Banks | 6.52% | 9.04% | 6.52% |
ICICI Bank Ltd Banks | 4.70% | 7.10% | 4.70% |
Bharti Airtel Ltd Telecom - Services | 4.10% | 3.50% | 3.50% |
Larsen & Toubro Ltd Construction | 3.49% | 5.90% | 3.49% |
State Bank of India Banks | 3.34% | 5.31% | 3.34% |
Reliance Industries Ltd Petroleum Products | 3.54% | 3.20% | 3.20% |
Axis Bank Ltd Banks | 2.90% | 5.35% | 2.90% |
NTPC Ltd Power | 1.92% | 2.13% | 1.92% |
Infosys Ltd IT - Software | 1.78% | 3.81% | 1.78% |
Apollo Hospitals Enterprise Ltd Healthcare Services | 1.78% | 2.38% | 1.78% |
HCL Technologies Ltd IT - Software | 1.60% | 3.17% | 1.60% |
Tata Steel Ltd Ferrous Metals | 2.01% | 1.57% | 1.57% |
Eternal Ltd Retailing | 1.40% | 2.88% | 1.40% |
Mahindra & Mahindra Ltd Automobiles | 1.35% | 2.75% | 1.35% |
Bharat Electronics Ltd Aerospace & Defense | 1.21% | 2.94% | 1.21% |
Marico Ltd Agricultural Food & Other Products | 1.19% | 2.13% | 1.19% |
Britannia Industries Ltd Food Products | 1.15% | 1.57% | 1.15% |
Cholamandalam Investment and Finance Co Ltd Finance | 1.03% | 1.44% | 1.03% |
PB Fintech Ltd Financial Technology (Fintech) | 0.93% | 1.49% | 0.93% |
Kirloskar Oil Engines Ltd Industrial Products | 0.80% | 2.20% | 0.80% |
Interglobe Aviation Ltd Transport Services | 0.78% | 1.39% | 0.78% |
Tata Capital Ltd Finance | 0.58% | 1.02% | 0.58% |
Eris Lifesciences Ltd Pharmaceuticals & Biotechnology | 0.54% | 0.94% | 0.54% |
Jubilant Foodworks Ltd Leisure Services | 0.48% | 0.71% | 0.48% |
Amara Raja Energy And Mobility Ltd Auto Components | 0.42% | 0.49% | 0.42% |
United Spirits Ltd Beverages | 0.39% | 1.96% | 0.39% |
Lemon Tree Hotels Ltd Leisure Services | 0.32% | 0.59% | 0.32% |
Teamlease Services Ltd Commercial Services & Supplies | 0.36% | 0.21% | 0.21% |
Unique to Franklin India Balanced Advant
- Ultratech Cement Ltd2.04%
Unique to Franklin India ELSS Tax Saver
- Kotak Mahindra Bank Ltd3.23%
Sector Overlap Breakdown
Banks17.5% (4)
Telecom - Services3.5% (1)
Construction3.5% (1)
IT - Software3.4% (2)
Petroleum Products3.2% (1)
Power1.9% (1)
Healthcare Services1.8% (1)
Finance1.6% (2)
Ferrous Metals1.6% (1)
Retailing1.4% (1)
Automobiles1.4% (1)
Aerospace & Defense1.2% (1)
Agricultural Food & Other Products1.2% (1)
Food Products1.1% (1)
Financial Technology (Fintech)0.9% (1)
Industrial Products0.8% (1)
Leisure Services0.8% (2)
Transport Services0.8% (1)
Pharmaceuticals & Biotechnology0.5% (1)
Auto Components0.4% (1)
Beverages0.4% (1)
Commercial Services & Supplies0.2% (1)
More comparisons for Franklin India Balanced Advant
- vs Franklin India Aggressive Hybr60.5% · 47 stocks
- vs Franklin India Flexi Cap Fund 54.3% · 36 stocks
- vs CANARA ROBECO LARGE CAP46.5% · 25 stocks
- vs Kotak Large Cap45.9% · 22 stocks
- vs Parag Parikh Large Cap45.6% · 29 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.