Franklin India ELSS Tax Saver Fund vs Kotak ELSS Tax Saver Fund
Franklin vs Kotak· Portfolio Overlap Analysis
43.3%High Overlap
15 common stocksRank #18446 / 20,000
Investor takeaway: At 43.3% 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 (15)
| Stock | Wt% in Franklin India ELSS Tax Saver | Wt% in Kotak ELSS Tax Saver | Overlap |
|---|---|---|---|
HDFC Bank Ltd Banks | 9.04% | 8.38% | 8.38% |
State Bank of India Banks | 5.31% | 5.96% | 5.31% |
ICICI Bank Ltd Banks | 7.10% | 4.99% | 4.99% |
Bharti Airtel Ltd Telecom - Services | 3.50% | 3.60% | 3.50% |
Infosys Ltd IT - Software | 3.81% | 2.82% | 2.82% |
Larsen & Toubro Ltd Construction | 5.90% | 2.60% | 2.60% |
Eternal Ltd Retailing | 2.88% | 2.33% | 2.33% |
Axis Bank Ltd Banks | 5.35% | 2.18% | 2.18% |
NTPC Ltd Power | 2.13% | 2.81% | 2.13% |
Mahindra & Mahindra Ltd Automobiles | 2.75% | 1.87% | 1.87% |
Reliance Industries Ltd Petroleum Products | 3.20% | 1.80% | 1.80% |
Britannia Industries Ltd Food Products | 1.57% | 2.69% | 1.57% |
Kotak Mahindra Bank Ltd Banks | 3.23% | 1.47% | 1.47% |
Interglobe Aviation Ltd Transport Services | 1.39% | 1.71% | 1.39% |
United Spirits Ltd Beverages | 1.96% | 0.98% | 0.98% |
Unique to Franklin India ELSS Tax Saver
- HCL Technologies Ltd3.17%
Unique to Kotak ELSS Tax Saver
- Tech Mahindra Ltd.2.88%
- Hero MotoCorp Ltd.2.70%
Sector Overlap Breakdown
Banks22.3% (5)
Telecom - Services3.5% (1)
IT - Software2.8% (1)
Construction2.6% (1)
Retailing2.3% (1)
Power2.1% (1)
Automobiles1.9% (1)
Petroleum Products1.8% (1)
Food Products1.6% (1)
Transport Services1.4% (1)
Beverages1.0% (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 Kotak ELSS Tax Saver
- vs Kotak Large & Midcap57.2% · 34 stocks
- vs Kotak ESG Exclusionary Strateg55.2% · 25 stocks
- vs Kotak Contra54.6% · 30 stocks
- vs Kotak Large Cap54.5% · 27 stocks
- vs Kotak Flexicap51.0% · 26 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.