Franklin India ELSS Tax Saver Fund vs Franklin India Focused Equity Fund
Franklin vs Franklin· Portfolio Overlap Analysis
44.9%High Overlap
15 common stocksRank #16255 / 20,000
Investor takeaway: At 44.9% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (15)
| Stock | Wt% in Franklin India ELSS Tax Saver | Wt% in Franklin India Focused Equity | Overlap |
|---|---|---|---|
HDFC Bank Ltd Banks | 9.04% | 8.93% | 8.93% |
ICICI Bank Ltd Banks | 7.10% | 7.67% | 7.10% |
Axis Bank Ltd Banks | 5.35% | 7.42% | 5.35% |
Bharti Airtel Ltd Telecom - Services | 3.50% | 5.42% | 3.50% |
State Bank of India Banks | 5.31% | 3.47% | 3.47% |
Reliance Industries Ltd Petroleum Products | 3.20% | 6.02% | 3.20% |
Eternal Ltd Retailing | 2.88% | 4.77% | 2.88% |
Infosys Ltd IT - Software | 3.81% | 2.47% | 2.47% |
Tata Steel Ltd Ferrous Metals | 1.57% | 3.85% | 1.57% |
Kotak Mahindra Bank Ltd Banks | 3.23% | 1.54% | 1.54% |
PB Fintech Ltd Financial Technology (Fintech) | 1.49% | 2.93% | 1.49% |
Interglobe Aviation Ltd Transport Services | 1.39% | 2.98% | 1.39% |
Cipla Ltd Pharmaceuticals & Biotechnology | 0.89% | 3.72% | 0.89% |
Jubilant Foodworks Ltd Leisure Services | 0.71% | 1.92% | 0.71% |
Whirlpool Of India Ltd Consumer Durables | 0.42% | 1.03% | 0.42% |
Unique to Franklin India ELSS Tax Saver
- Larsen & Toubro Ltd5.90%
- HCL Technologies Ltd3.17%
Unique to Franklin India Focused Equity
- Tata Consultancy Services Ltd5.76%
- Sun Pharmaceutical Industries Ltd4.22%
- Maruti Suzuki India Ltd3.77%
Sector Overlap Breakdown
Banks26.4% (5)
Telecom - Services3.5% (1)
Petroleum Products3.2% (1)
Retailing2.9% (1)
IT - Software2.5% (1)
Ferrous Metals1.6% (1)
Financial Technology (Fintech)1.5% (1)
Transport Services1.4% (1)
Pharmaceuticals & Biotechnology0.9% (1)
Leisure Services0.7% (1)
Consumer Durables0.4% (1)
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
More comparisons for Franklin India Focused Equity
- vs HDFC BSE Sensex Index53.3% · 15 stocks
- vs Kotak BSE Sensex ETF53.3% · 15 stocks
- vs LIC MF BSE SENSEX ETF53.3% · 15 stocks
- vs Mirae Asset BSE Sensex ETF53.3% · 15 stocks
- vs ADITYA BIRLA SUN LIFE BSE SENS53.3% · 15 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.