Franklin India ELSS Tax Saver Fund vs Kotak Large Cap Fund
Franklin vs Kotak· Portfolio Overlap Analysis
51.5%High Overlap
18 common stocksRank #8622 / 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 (18)
| Stock | Wt% in Franklin India ELSS Tax Saver | Wt% in Kotak Large Cap | Overlap |
|---|---|---|---|
ICICI Bank Ltd Banks | 7.10% | 7.36% | 7.10% |
HDFC Bank Ltd Banks | 9.04% | 7.01% | 7.01% |
State Bank of India Banks | 5.31% | 4.83% | 4.83% |
Larsen & Toubro Ltd Construction | 5.90% | 4.22% | 4.22% |
Bharti Airtel Ltd Telecom - Services | 3.50% | 3.78% | 3.50% |
Axis Bank Ltd Banks | 5.35% | 3.35% | 3.35% |
Infosys Ltd IT - Software | 3.81% | 3.32% | 3.32% |
Reliance Industries Ltd Petroleum Products | 3.20% | 6.39% | 3.20% |
Mahindra & Mahindra Ltd Automobiles | 2.75% | 2.90% | 2.75% |
NTPC Ltd Power | 2.13% | 2.89% | 2.13% |
Tata Steel Ltd Ferrous Metals | 1.57% | 2.14% | 1.57% |
Kotak Mahindra Bank Ltd Banks | 3.23% | 1.55% | 1.55% |
Interglobe Aviation Ltd Transport Services | 1.39% | 1.83% | 1.39% |
Bharat Electronics Ltd Aerospace & Defense | 2.94% | 1.38% | 1.38% |
Eternal Ltd Retailing | 2.88% | 1.38% | 1.38% |
United Spirits Ltd Beverages | 1.96% | 1.15% | 1.15% |
Apollo Hospitals Enterprise Ltd Healthcare Services | 2.38% | 0.93% | 0.93% |
Britannia Industries Ltd Food Products | 1.57% | 0.77% | 0.77% |
Unique to Franklin India ELSS Tax Saver
- HCL Technologies Ltd3.17%
Unique to Kotak Large Cap
- BAJAJ FINANCE LTD.3.14%
Sector Overlap Breakdown
Banks23.8% (5)
Construction4.2% (1)
Telecom - Services3.5% (1)
IT - Software3.3% (1)
Petroleum Products3.2% (1)
Automobiles2.8% (1)
Power2.1% (1)
Ferrous Metals1.6% (1)
Transport Services1.4% (1)
Aerospace & Defense1.4% (1)
Retailing1.4% (1)
Beverages1.1% (1)
Healthcare Services0.9% (1)
Food Products0.8% (1)
More comparisons for Franklin India ELSS Tax Saver
- vs Franklin India Flexi Cap Fund 82.6% · 42 stocks
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- vs HDFC BSE Sensex Index56.7% · 16 stocks
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- vs ICICI Prudential BSE Sensex ET56.7% · 16 stocks
More comparisons for Kotak Large Cap
- vs CANARA ROBECO LARGE CAP67.7% · 31 stocks
- vs ADITYA BIRLA SUN LIFE NIFTY 5067.1% · 28 stocks
- vs Bajaj Finserv Nifty 50 Index67.1% · 28 stocks
- vs Bajaj Finserv Nifty 50 ETF67.1% · 28 stocks
- vs Baroda BNP Paribas Nifty 50 In67.1% · 28 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.