Franklin India ELSS Tax Saver Fund vs LIC MF LARGE CAP FUND

Franklin vs LIC· Portfolio Overlap Analysis

52.8%High Overlap
21 common stocksRank #7720 / 20,000

Investor takeaway: At 52.8% 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 (21)

StockWt% in Franklin India ELSS Tax SaverWt% in LIC MF LARGE CAPOverlap
HDFC Bank Ltd
Banks
9.04%9.31%9.04%
ICICI Bank Ltd
Banks
7.10%8.03%7.10%
Larsen & Toubro Ltd
Construction
5.90%5.64%5.64%
Bharti Airtel Ltd
Telecom - Services
3.50%4.06%3.50%
State Bank of India
Banks
5.31%3.32%3.32%
Reliance Industries Ltd
Petroleum Products
3.20%6.45%3.20%
Axis Bank Ltd
Banks
5.35%2.79%2.79%
Infosys Ltd
IT - Software
3.81%2.73%2.73%
Mahindra & Mahindra Ltd
Automobiles
2.75%2.16%2.16%
Grasim Industries Ltd
Cement & Cement Products
2.99%2.03%2.03%
Bharat Electronics Ltd
Aerospace & Defense
2.94%1.75%1.75%
Apollo Hospitals Enterprise Ltd
Healthcare Services
2.38%1.62%1.62%
Kotak Mahindra Bank Ltd
Banks
3.23%1.54%1.54%
Interglobe Aviation Ltd
Transport Services
1.39%1.50%1.39%
Eternal Ltd
Retailing
2.88%1.34%1.34%
Cipla Ltd
Pharmaceuticals & Biotechnology
0.89%0.93%0.89%
Tata Power Co Ltd
Power
1.71%0.81%0.81%
Jubilant Foodworks Ltd
Leisure Services
0.71%0.75%0.71%
Hyundai Motor India Ltd
Automobiles
0.56%0.98%0.56%
United Spirits Ltd
Beverages
1.96%0.55%0.55%
Cholamandalam Investment and Finance Co Ltd
Finance
1.44%0.12%0.12%

Unique to Franklin India ELSS Tax Saver

  • HCL Technologies Ltd3.17%

Unique to LIC MF LARGE CAP

  • ITC Ltd.2.57%
  • Hindustan Unilever Ltd.2.55%

Sector Overlap Breakdown

Banks
23.8% (5)
Construction
5.6% (1)
Telecom - Services
3.5% (1)
Petroleum Products
3.2% (1)
IT - Software
2.7% (1)
Automobiles
2.7% (2)
Cement & Cement Products
2.0% (1)
Aerospace & Defense
1.8% (1)
Healthcare Services
1.6% (1)
Transport Services
1.4% (1)
Retailing
1.3% (1)
Pharmaceuticals & Biotechnology
0.9% (1)
Power
0.8% (1)
Leisure Services
0.7% (1)
Beverages
0.6% (1)
Finance
0.1% (1)

More comparisons for Franklin India ELSS Tax Saver

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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.