Franklin India ELSS Tax Saver Fund vs HDFC BSE Sensex Index Fund
Franklin vs HDFC· Portfolio Overlap Analysis
56.7%High Overlap
16 common stocksRank #6141 / 20,000
Investor takeaway: At 56.7% 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 (16)
| Stock | Wt% in Franklin India ELSS Tax Saver | Wt% in HDFC BSE Sensex Index | Overlap |
|---|---|---|---|
HDFC Bank Ltd Banks | 9.04% | 14.07% | 9.04% |
ICICI Bank Ltd Banks | 7.10% | 10.27% | 7.10% |
Larsen & Toubro Ltd Construction | 5.90% | 5.21% | 5.21% |
State Bank of India Banks | 5.31% | 5.20% | 5.20% |
Axis Bank Ltd Banks | 5.35% | 4.12% | 4.12% |
Infosys Ltd IT - Software | 3.81% | 4.84% | 3.81% |
Bharti Airtel Ltd Telecom - Services | 3.50% | 5.47% | 3.50% |
Reliance Industries Ltd Petroleum Products | 3.20% | 9.83% | 3.20% |
Kotak Mahindra Bank Ltd Banks | 3.23% | 3.18% | 3.18% |
Mahindra & Mahindra Ltd Automobiles | 2.75% | 3.17% | 2.75% |
NTPC Ltd Power | 2.13% | 1.89% | 1.89% |
Eternal Ltd Retailing | 2.88% | 1.78% | 1.78% |
Bharat Electronics Ltd Aerospace & Defense | 2.94% | 1.66% | 1.66% |
Tata Steel Ltd Ferrous Metals | 1.57% | 1.82% | 1.57% |
HCL Technologies Ltd IT - Software | 3.17% | 1.53% | 1.53% |
Interglobe Aviation Ltd Transport Services | 1.39% | 1.13% | 1.13% |
Unique to Franklin India ELSS Tax Saver
All top holdings are shared with the other fund.
Unique to HDFC BSE Sensex Index
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks28.6% (5)
IT - Software5.3% (2)
Construction5.2% (1)
Telecom - Services3.5% (1)
Petroleum Products3.2% (1)
Automobiles2.8% (1)
Power1.9% (1)
Retailing1.8% (1)
Aerospace & Defense1.7% (1)
Ferrous Metals1.6% (1)
Transport Services1.1% (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 ETF56.7% · 16 stocks
- vs ICICI Prudential BSE Sensex ET56.7% · 16 stocks
- vs Kotak BSE Sensex ETF56.7% · 16 stocks
More comparisons for HDFC BSE Sensex Index
- vs HDFC BSE SENSEX ETF100.0% · 30 stocks
- vs ICICI Prudential BSE Sensex ET100.0% · 30 stocks
- vs Kotak BSE Sensex ETF100.0% · 30 stocks
- vs Mirae Asset BSE Sensex ETF100.0% · 30 stocks
- vs SBI BSE Sensex ETF100.0% · 30 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.