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)
| Stock | Wt% in Franklin India ELSS Tax Saver | Wt% in LIC MF LARGE CAP | Overlap |
|---|---|---|---|
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
Banks23.8% (5)
Construction5.6% (1)
Telecom - Services3.5% (1)
Petroleum Products3.2% (1)
IT - Software2.7% (1)
Automobiles2.7% (2)
Cement & Cement Products2.0% (1)
Aerospace & Defense1.8% (1)
Healthcare Services1.6% (1)
Transport Services1.4% (1)
Retailing1.3% (1)
Pharmaceuticals & Biotechnology0.9% (1)
Power0.8% (1)
Leisure Services0.7% (1)
Beverages0.6% (1)
Finance0.1% (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 LIC MF LARGE CAP
- vs HDFC NIFTY 50 ETF65.4% · 27 stocks
- vs HDFC Nifty 50 Index65.4% · 27 stocks
- vs ICICI Prudential Nifty 50 ETF65.4% · 27 stocks
- vs Mirae Asset Nifty 50 ETF65.4% · 27 stocks
- vs SBI Nifty Index65.4% · 27 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.