Franklin India ELSS Tax Saver Fund vs IB01-Groww Large Cap Fund
Franklin vs Groww· Portfolio Overlap Analysis
51.5%High Overlap
16 common stocksRank #8681 / 20,000
Investor takeaway: At 51.5% 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 IB01-Groww Large Cap | Overlap |
|---|---|---|---|
HDFC Bank Ltd Banks | 9.04% | 7.80% | 7.80% |
ICICI Bank Ltd Banks | 7.10% | 8.30% | 7.10% |
Larsen & Toubro Ltd Construction | 5.90% | 6.74% | 5.90% |
State Bank of India Banks | 5.31% | 4.64% | 4.64% |
Bharti Airtel Ltd Telecom - Services | 3.50% | 4.13% | 3.50% |
Reliance Industries Ltd Petroleum Products | 3.20% | 4.31% | 3.20% |
Axis Bank Ltd Banks | 5.35% | 2.61% | 2.61% |
Mahindra & Mahindra Ltd Automobiles | 2.75% | 2.60% | 2.60% |
Kotak Mahindra Bank Ltd Banks | 3.23% | 2.47% | 2.47% |
Bharat Electronics Ltd Aerospace & Defense | 2.94% | 2.35% | 2.35% |
Eternal Ltd Retailing | 2.88% | 2.04% | 2.04% |
Infosys Ltd IT - Software | 3.81% | 2.03% | 2.03% |
Apollo Hospitals Enterprise Ltd Healthcare Services | 2.38% | 1.48% | 1.48% |
Cholamandalam Investment and Finance Co Ltd Finance | 1.44% | 2.45% | 1.44% |
Tata Steel Ltd Ferrous Metals | 1.57% | 1.27% | 1.27% |
NTPC Ltd Power | 2.13% | 1.07% | 1.07% |
Unique to Franklin India ELSS Tax Saver
- HCL Technologies Ltd3.17%
Unique to IB01-Groww Large Cap
- Cummins India Limited3.39%
- Bajaj Finance Limited3.32%
- Torrent Pharmaceuticals Limited2.61%
Sector Overlap Breakdown
Banks24.6% (5)
Construction5.9% (1)
Telecom - Services3.5% (1)
Petroleum Products3.2% (1)
Automobiles2.6% (1)
Aerospace & Defense2.4% (1)
Retailing2.0% (1)
IT - Software2.0% (1)
Healthcare Services1.5% (1)
Finance1.4% (1)
Ferrous Metals1.3% (1)
Power1.1% (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 Index56.7% · 16 stocks
- vs HDFC BSE SENSEX ETF56.7% · 16 stocks
- vs ICICI Prudential BSE Sensex ET56.7% · 16 stocks
More comparisons for IB01-Groww Large Cap
- vs CANARA ROBECO LARGE CAP62.7% · 26 stocks
- vs Axis Large Cap62.6% · 26 stocks
- vs IB03-Groww Aggressive Hybrid62.0% · 32 stocks
- vs Baroda BNP Paribas Nifty 50 In61.4% · 25 stocks
- vs HDFC NIFTY 50 ETF61.3% · 25 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.