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)
| Stock | Wt% in Franklin India ELSS Tax Saver | Wt% in Mahindra Manulife Large Cap | Overlap |
|---|---|---|---|
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
Banks25.5% (5)
Construction4.3% (1)
IT - Software3.8% (1)
Telecom - Services3.5% (1)
Petroleum Products3.2% (1)
Automobiles3.2% (2)
Power2.1% (1)
Cement & Cement Products1.8% (1)
Food Products1.4% (1)
Finance1.0% (1)
Leisure Services0.7% (1)
More comparisons for Franklin India ELSS Tax Saver
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- vs CANARA ROBECO LARGE CAP56.9% · 22 stocks
- vs HDFC BSE Sensex Index56.7% · 16 stocks
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- vs ICICI Prudential BSE Sensex ET56.7% · 16 stocks
More comparisons for Mahindra Manulife Large Cap
- vs Mahindra Manulife Flexi Cap64.6% · 31 stocks
- vs HDFC NIFTY 50 ETF64.1% · 23 stocks
- vs HDFC Nifty 50 Index64.1% · 23 stocks
- vs ICICI Prudential Nifty 50 ETF64.1% · 23 stocks
- vs Mirae Asset Nifty 50 ETF64.1% · 23 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.