Franklin India ELSS Tax Saver Fund vs Mirae Asset ELSS Tax Saver Fund
Franklin vs Mirae· Portfolio Overlap Analysis
45.8%High Overlap
20 common stocksRank #14838 / 20,000
Investor takeaway: At 45.8% 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 (20)
| Stock | Wt% in Franklin India ELSS Tax Saver | Wt% in Mirae Asset ELSS Tax Saver | Overlap |
|---|---|---|---|
HDFC Bank Ltd Banks | 9.04% | 9.71% | 9.04% |
ICICI Bank Ltd Banks | 7.10% | 5.09% | 5.09% |
State Bank of India Banks | 5.31% | 4.38% | 4.38% |
Axis Bank Ltd Banks | 5.35% | 3.97% | 3.97% |
Infosys Ltd IT - Software | 3.81% | 3.35% | 3.35% |
Reliance Industries Ltd Petroleum Products | 3.20% | 3.04% | 3.04% |
Eternal Ltd Retailing | 2.88% | 2.82% | 2.82% |
Larsen & Toubro Ltd Construction | 5.90% | 2.63% | 2.63% |
Bharti Airtel Ltd Telecom - Services | 3.50% | 2.20% | 2.20% |
Apollo Hospitals Enterprise Ltd Healthcare Services | 2.38% | 1.70% | 1.70% |
PB Fintech Ltd Financial Technology (Fintech) | 1.49% | 2.30% | 1.49% |
Interglobe Aviation Ltd Transport Services | 1.39% | 1.71% | 1.39% |
Tata Power Co Ltd Power | 1.71% | 1.28% | 1.28% |
Tata Steel Ltd Ferrous Metals | 1.57% | 1.13% | 1.13% |
Kotak Mahindra Bank Ltd Banks | 3.23% | 0.74% | 0.74% |
United Spirits Ltd Beverages | 1.96% | 0.70% | 0.70% |
Prestige Estates Projects Ltd Realty | 0.62% | 1.63% | 0.62% |
Grasim Industries Ltd Cement & Cement Products | 2.99% | 0.22% | 0.22% |
Bharat Electronics Ltd Aerospace & Defense | 2.94% | 0.03% | 0.03% |
Mahindra & Mahindra Ltd Automobiles | 2.75% | 0.00% | 0.00% |
Unique to Franklin India ELSS Tax Saver
- HCL Technologies Ltd3.17%
Unique to Mirae Asset ELSS Tax Saver
- Tata Consultancy Services Ltd.2.80%
- Delhivery Ltd.2.79%
- IndusInd Bank Ltd.2.77%
Sector Overlap Breakdown
Banks23.2% (5)
IT - Software3.4% (1)
Petroleum Products3.0% (1)
Retailing2.8% (1)
Construction2.6% (1)
Telecom - Services2.2% (1)
Healthcare Services1.7% (1)
Financial Technology (Fintech)1.5% (1)
Transport Services1.4% (1)
Power1.3% (1)
Ferrous Metals1.1% (1)
Beverages0.7% (1)
Realty0.6% (1)
Cement & Cement Products0.2% (1)
Aerospace & Defense0.0% (1)
Automobiles0.0% (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
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More comparisons for Mirae Asset ELSS Tax Saver
- vs Mirae Asset Large & Midcap71.5% · 59 stocks
- vs Mirae Asset Multicap56.6% · 39 stocks
- vs Mirae Asset Large Cap55.3% · 39 stocks
- vs Baroda BNP Paribas Nifty 50 In47.1% · 26 stocks
- vs Bajaj Finserv Nifty 50 Index47.1% · 26 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.