Franklin India ELSS Tax Saver Fund vs Mahindra Manulife Large Cap Fund

Franklin vs Mahindra· Portfolio Overlap Analysis

50.6%High Overlap
16 common stocksRank #9439 / 20,000

Investor takeaway: At 50.6% 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)

StockWt% in Franklin India ELSS Tax SaverWt% in Mahindra Manulife Large CapOverlap
HDFC Bank Ltd
Banks
9.04%8.55%8.55%
ICICI Bank Ltd
Banks
7.10%9.06%7.10%
Larsen & Toubro Ltd
Construction
5.90%4.33%4.33%
Axis Bank Ltd
Banks
5.35%4.28%4.28%
State Bank of India
Banks
5.31%3.83%3.83%
Infosys Ltd
IT - Software
3.81%4.41%3.81%
Bharti Airtel Ltd
Telecom - Services
3.50%3.90%3.50%
Reliance Industries Ltd
Petroleum Products
3.20%7.77%3.20%
Mahindra & Mahindra Ltd
Automobiles
2.75%2.62%2.62%
NTPC Ltd
Power
2.13%2.17%2.13%
Kotak Mahindra Bank Ltd
Banks
3.23%1.77%1.77%
Grasim Industries Ltd
Cement & Cement Products
2.99%1.75%1.75%
Britannia Industries Ltd
Food Products
1.57%1.42%1.42%
Tata Capital Ltd
Finance
1.02%1.05%1.02%
Jubilant Foodworks Ltd
Leisure Services
0.71%0.88%0.71%
Hyundai Motor India Ltd
Automobiles
0.56%0.88%0.56%

Unique to Franklin India ELSS Tax Saver

  • HCL Technologies Ltd3.17%

Unique to Mahindra Manulife Large Cap

  • Bajaj Finserv Limited4.73%
  • Tata Consultancy Services Limited3.29%

Sector Overlap Breakdown

Banks
25.5% (5)
Construction
4.3% (1)
IT - Software
3.8% (1)
Telecom - Services
3.5% (1)
Petroleum Products
3.2% (1)
Automobiles
3.2% (2)
Power
2.1% (1)
Cement & Cement Products
1.8% (1)
Food Products
1.4% (1)
Finance
1.0% (1)
Leisure Services
0.7% (1)

More comparisons for Franklin India ELSS Tax Saver

More comparisons for Mahindra Manulife Large Cap

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