Franklin India Balanced Advantage Fund vs Parag Parikh Large Cap Fund
Franklin vs PPFAS· Portfolio Overlap Analysis
45.6%High Overlap
29 common stocksRank #15131 / 20,000
Investor takeaway: At 45.6% 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 (29)
| Stock | Wt% in Franklin India Balanced Advant | Wt% in Parag Parikh Large Cap | Overlap |
|---|---|---|---|
HDFC Bank Ltd Banks | 6.52% | 9.77% | 6.52% |
ICICI Bank Ltd Banks | 4.70% | 7.17% | 4.70% |
Bharti Airtel Ltd Telecom - Services | 4.10% | 3.79% | 3.79% |
Reliance Industries Ltd Petroleum Products | 3.54% | 6.82% | 3.54% |
Larsen & Toubro Ltd Construction | 3.49% | 3.64% | 3.49% |
State Bank of India Banks | 3.34% | 3.61% | 3.34% |
Axis Bank Ltd Banks | 2.90% | 2.91% | 2.90% |
Infosys Ltd IT - Software | 1.78% | 3.30% | 1.78% |
Mahindra & Mahindra Ltd Automobiles | 1.35% | 2.20% | 1.35% |
NTPC Ltd Power | 1.92% | 1.31% | 1.31% |
Eternal Ltd Retailing | 1.40% | 1.28% | 1.28% |
Tata Steel Ltd Ferrous Metals | 2.01% | 1.27% | 1.27% |
Sun Pharmaceutical Industries Ltd Pharmaceuticals & Biotechnology | 1.18% | 1.33% | 1.18% |
Bharat Electronics Ltd Aerospace & Defense | 1.21% | 1.15% | 1.15% |
Ultratech Cement Ltd Cement & Cement Products | 2.04% | 1.09% | 1.09% |
HCL Technologies Ltd IT - Software | 1.60% | 1.06% | 1.06% |
Interglobe Aviation Ltd Transport Services | 0.78% | 0.79% | 0.78% |
Apollo Hospitals Enterprise Ltd Healthcare Services | 1.78% | 0.58% | 0.58% |
Maruti Suzuki India Ltd Automobiles | 0.58% | 1.41% | 0.58% |
Hindustan Unilever Ltd Diversified FMCG | 0.57% | 1.50% | 0.57% |
HDFC Life Insurance Co Ltd Insurance | 0.75% | 0.56% | 0.56% |
Hindustan Aeronautics Ltd Aerospace & Defense | 0.68% | 0.54% | 0.54% |
Cholamandalam Investment and Finance Co Ltd Finance | 1.03% | 0.53% | 0.53% |
Britannia Industries Ltd Food Products | 1.15% | 0.51% | 0.51% |
GAIL (India) Ltd Gas | 1.03% | 0.33% | 0.33% |
ICICI Lombard General Insurance Co Ltd Insurance | 0.73% | 0.33% | 0.33% |
United Spirits Ltd Beverages | 0.39% | 0.30% | 0.30% |
ABB India Ltd Electrical Equipment | 0.32% | 0.23% | 0.23% |
Oil & Natural Gas Corporation Ltd Oil | 0.01% | 0.79% | 0.01% |
Unique to Franklin India Balanced Advant
All top holdings are shared with the other fund.
Unique to Parag Parikh Large Cap
- Kotak Mahindra Bank Limited2.25%
Sector Overlap Breakdown
Banks17.5% (4)
Telecom - Services3.8% (1)
Petroleum Products3.5% (1)
Construction3.5% (1)
IT - Software2.8% (2)
Automobiles1.9% (2)
Aerospace & Defense1.7% (2)
Power1.3% (1)
Retailing1.3% (1)
Ferrous Metals1.3% (1)
Pharmaceuticals & Biotechnology1.2% (1)
Cement & Cement Products1.1% (1)
Insurance0.9% (2)
Transport Services0.8% (1)
Healthcare Services0.6% (1)
Diversified FMCG0.6% (1)
Finance0.5% (1)
Food Products0.5% (1)
Gas0.3% (1)
Beverages0.3% (1)
Electrical Equipment0.2% (1)
Oil0.0% (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 Kotak Large Cap45.9% · 22 stocks
More comparisons for Parag Parikh Large Cap
- vs HDFC NIFTY 100 ETF99.8% · 100 stocks
- vs ICICI Prudential Nifty 100 ETF99.8% · 100 stocks
- vs Axis Nifty 100 Index99.7% · 100 stocks
- vs Nippon India ETF Nifty 10099.7% · 100 stocks
- vs HDFC NIFTY 100 Index99.7% · 100 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.