Franklin India Balanced Advantage Fund vs Franklin India Multi Asset Allocation Fund

Franklin vs Franklin· Portfolio Overlap Analysis

42.4%High Overlap
28 common stocksRank #19768 / 20,000

Investor takeaway: At 42.4% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (28)

StockWt% in Franklin India Balanced AdvantWt% in Franklin India Multi Asset AllOverlap
HDFC Bank Ltd
Banks
6.52%4.56%4.56%
State Bank of India
Banks
3.34%3.31%3.31%
ICICI Bank Ltd
Banks
4.70%3.06%3.06%
Axis Bank Ltd
Banks
2.90%3.03%2.90%
Reliance Industries Ltd
Petroleum Products
3.54%2.82%2.82%
Larsen & Toubro Ltd
Construction
3.49%2.59%2.59%
Bharti Airtel Ltd
Telecom - Services
4.10%2.11%2.11%
Ultratech Cement Ltd
Cement & Cement Products
2.04%2.45%2.04%
Apollo Hospitals Enterprise Ltd
Healthcare Services
1.78%1.70%1.70%
Tata Steel Ltd
Ferrous Metals
2.01%1.68%1.68%
HCL Technologies Ltd
IT - Software
1.60%1.72%1.60%
Infosys Ltd
IT - Software
1.78%1.52%1.52%
Eternal Ltd
Retailing
1.40%1.85%1.40%
Mahindra & Mahindra Ltd
Automobiles
1.35%2.22%1.35%
Marico Ltd
Agricultural Food & Other Products
1.19%1.76%1.19%
Britannia Industries Ltd
Food Products
1.15%1.61%1.15%
Ashok Leyland Ltd
Agricultural, Commercial & Construction Vehicles
1.03%2.04%1.03%
GAIL (India) Ltd
Gas
1.03%1.03%1.03%
CESC Ltd
Power
0.83%1.07%0.83%
PB Fintech Ltd
Financial Technology (Fintech)
0.93%0.81%0.81%
Interglobe Aviation Ltd
Transport Services
0.78%1.44%0.78%
Hindustan Aeronautics Ltd
Aerospace & Defense
0.68%0.84%0.68%
Tata Capital Ltd
Finance
0.58%1.00%0.58%
Hindustan Unilever Ltd
Diversified FMCG
0.57%1.39%0.57%
ZF Commercial Vehicle Control Systems India Ltd
Auto Components
0.56%0.98%0.56%
Eris Lifesciences Ltd
Pharmaceuticals & Biotechnology
0.54%1.12%0.54%
Oil & Natural Gas Corporation Ltd
Oil
0.01%2.24%0.01%
Kwality Wall’s India Ltd
Food Products
0.01%0.02%0.01%

Unique to Franklin India Balanced Advant

  • NTPC Ltd1.92%

Unique to Franklin India Multi Asset All

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
13.8% (4)
IT - Software
3.1% (2)
Petroleum Products
2.8% (1)
Construction
2.6% (1)
Telecom - Services
2.1% (1)
Cement & Cement Products
2.0% (1)
Healthcare Services
1.7% (1)
Ferrous Metals
1.7% (1)
Retailing
1.4% (1)
Automobiles
1.4% (1)
Agricultural Food & Other Products
1.2% (1)
Food Products
1.2% (2)
Agricultural, Commercial & Construction Vehicles
1.0% (1)
Gas
1.0% (1)
Power
0.8% (1)
Financial Technology (Fintech)
0.8% (1)
Transport Services
0.8% (1)
Aerospace & Defense
0.7% (1)
Finance
0.6% (1)
Diversified FMCG
0.6% (1)
Auto Components
0.6% (1)
Pharmaceuticals & Biotechnology
0.5% (1)
Oil
0.0% (1)

More comparisons for Franklin India Balanced Advant

More comparisons for Franklin India Multi Asset All

Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.