Franklin India ELSS Tax Saver Fund vs Franklin India Large Cap Fund
Franklin vs Franklin· Portfolio Overlap Analysis
48.6%High Overlap
16 common stocksRank #11583 / 20,000
Investor takeaway: At 48.6% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (16)
| Stock | Wt% in Franklin India ELSS Tax Saver | Wt% in Franklin India Large Cap | Overlap |
|---|---|---|---|
HDFC Bank Ltd Banks | 9.04% | 7.44% | 7.44% |
ICICI Bank Ltd Banks | 7.10% | 8.01% | 7.10% |
Axis Bank Ltd Banks | 5.35% | 5.82% | 5.35% |
Kotak Mahindra Bank Ltd Banks | 3.23% | 5.20% | 3.23% |
Reliance Industries Ltd Petroleum Products | 3.20% | 5.07% | 3.20% |
HCL Technologies Ltd IT - Software | 3.17% | 3.92% | 3.17% |
Eternal Ltd Retailing | 2.88% | 4.92% | 2.88% |
Mahindra & Mahindra Ltd Automobiles | 2.75% | 4.43% | 2.75% |
State Bank of India Banks | 5.31% | 2.61% | 2.61% |
Infosys Ltd IT - Software | 3.81% | 2.42% | 2.42% |
Apollo Hospitals Enterprise Ltd Healthcare Services | 2.38% | 2.19% | 2.19% |
Larsen & Toubro Ltd Construction | 5.90% | 2.18% | 2.18% |
Tata Power Co Ltd Power | 1.71% | 1.66% | 1.66% |
PB Fintech Ltd Financial Technology (Fintech) | 1.49% | 1.48% | 1.48% |
Dixon Technologies (India) Ltd Consumer Durables | 0.66% | 1.52% | 0.66% |
Hyundai Motor India Ltd Automobiles | 0.56% | 0.25% | 0.25% |
Unique to Franklin India ELSS Tax Saver
- Bharti Airtel Ltd3.50%
Unique to Franklin India Large Cap
- Torrent Pharmaceuticals Ltd3.33%
- Sun Pharmaceutical Industries Ltd3.28%
Sector Overlap Breakdown
Banks25.7% (5)
IT - Software5.6% (2)
Petroleum Products3.2% (1)
Automobiles3.0% (2)
Retailing2.9% (1)
Healthcare Services2.2% (1)
Construction2.2% (1)
Power1.7% (1)
Financial Technology (Fintech)1.5% (1)
Consumer Durables0.7% (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 Large Cap
- vs HDFC NIFTY Top 20 Equal Weight54.4% · 15 stocks
- vs Mirae Asset Nifty Top 20 Equal54.4% · 15 stocks
- vs ADITYA BIRLA SUN LIFE LARGE CA54.1% · 25 stocks
- vs HDFC BSE Sensex Index52.0% · 18 stocks
- vs HDFC BSE SENSEX ETF52.0% · 18 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.