Franklin India Balanced Advantage Fund vs Kotak Large Cap Fund
Franklin vs Kotak· Portfolio Overlap Analysis
45.9%High Overlap
22 common stocksRank #14697 / 20,000
Investor takeaway: At 45.9% 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 (22)
| Stock | Wt% in Franklin India Balanced Advant | Wt% in Kotak Large Cap | Overlap |
|---|---|---|---|
HDFC Bank Ltd Banks | 6.52% | 7.01% | 6.52% |
ICICI Bank Ltd Banks | 4.70% | 7.36% | 4.70% |
Bharti Airtel Ltd Telecom - Services | 4.10% | 3.78% | 3.78% |
Reliance Industries Ltd Petroleum Products | 3.54% | 6.39% | 3.54% |
Larsen & Toubro Ltd Construction | 3.49% | 4.22% | 3.49% |
State Bank of India Banks | 3.34% | 4.83% | 3.34% |
Axis Bank Ltd Banks | 2.90% | 3.35% | 2.90% |
Ultratech Cement Ltd Cement & Cement Products | 2.04% | 2.22% | 2.04% |
Tata Steel Ltd Ferrous Metals | 2.01% | 2.14% | 2.01% |
NTPC Ltd Power | 1.92% | 2.89% | 1.92% |
Infosys Ltd IT - Software | 1.78% | 3.32% | 1.78% |
Eternal Ltd Retailing | 1.40% | 1.38% | 1.38% |
Mahindra & Mahindra Ltd Automobiles | 1.35% | 2.90% | 1.35% |
Bharat Electronics Ltd Aerospace & Defense | 1.21% | 1.38% | 1.21% |
Sun Pharmaceutical Industries Ltd Pharmaceuticals & Biotechnology | 1.18% | 2.59% | 1.18% |
Apollo Hospitals Enterprise Ltd Healthcare Services | 1.78% | 0.93% | 0.93% |
Interglobe Aviation Ltd Transport Services | 0.78% | 1.83% | 0.78% |
Britannia Industries Ltd Food Products | 1.15% | 0.77% | 0.77% |
HDFC Life Insurance Co Ltd Insurance | 0.75% | 0.82% | 0.75% |
Maruti Suzuki India Ltd Automobiles | 0.58% | 2.41% | 0.58% |
Hindustan Unilever Ltd Diversified FMCG | 0.57% | 0.97% | 0.57% |
United Spirits Ltd Beverages | 0.39% | 1.15% | 0.39% |
Unique to Franklin India Balanced Advant
All top holdings are shared with the other fund.
Unique to Kotak Large Cap
- BAJAJ FINANCE LTD.3.14%
Sector Overlap Breakdown
Banks17.5% (4)
Telecom - Services3.8% (1)
Petroleum Products3.5% (1)
Construction3.5% (1)
Cement & Cement Products2.0% (1)
Ferrous Metals2.0% (1)
Automobiles1.9% (2)
Power1.9% (1)
IT - Software1.8% (1)
Retailing1.4% (1)
Aerospace & Defense1.2% (1)
Pharmaceuticals & Biotechnology1.2% (1)
Healthcare Services0.9% (1)
Transport Services0.8% (1)
Food Products0.8% (1)
Insurance0.8% (1)
Diversified FMCG0.6% (1)
Beverages0.4% (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 Franklin India ELSS Tax Saver49.1% · 28 stocks
- vs CANARA ROBECO LARGE CAP46.5% · 25 stocks
- vs Parag Parikh Large Cap45.6% · 29 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.