Franklin India ELSS Tax Saver Fund vs Mirae Asset Large Cap Fund

Franklin vs Mirae· Portfolio Overlap Analysis

49.3%High Overlap
19 common stocksRank #10839 / 20,000

Investor takeaway: At 49.3% 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 (19)

StockWt% in Franklin India ELSS Tax SaverWt% in Mirae Asset Large CapOverlap
HDFC Bank Ltd
Banks
9.04%9.54%9.04%
ICICI Bank Ltd
Banks
7.10%8.49%7.10%
Larsen & Toubro Ltd
Construction
5.90%3.99%3.99%
Infosys Ltd
IT - Software
3.81%4.28%3.81%
State Bank of India
Banks
5.31%3.66%3.66%
Axis Bank Ltd
Banks
5.35%3.62%3.62%
Bharti Airtel Ltd
Telecom - Services
3.50%4.55%3.50%
Reliance Industries Ltd
Petroleum Products
3.20%4.99%3.20%
Eternal Ltd
Retailing
2.88%2.47%2.47%
Mahindra & Mahindra Ltd
Automobiles
2.75%2.05%2.05%
Kotak Mahindra Bank Ltd
Banks
3.23%1.75%1.75%
Apollo Hospitals Enterprise Ltd
Healthcare Services
2.38%1.45%1.45%
NTPC Ltd
Power
2.13%1.45%1.45%
Britannia Industries Ltd
Food Products
1.57%1.16%1.16%
Interglobe Aviation Ltd
Transport Services
1.39%0.50%0.50%
Bharat Electronics Ltd
Aerospace & Defense
2.94%0.36%0.36%
Tata Steel Ltd
Ferrous Metals
1.57%0.19%0.19%
Kalyan Jewellers India Ltd
Consumer Durables
0.92%0.00%0.00%
Cipla Ltd
Pharmaceuticals & Biotechnology
0.89%0.00%0.00%

Unique to Franklin India ELSS Tax Saver

  • HCL Technologies Ltd3.17%

Unique to Mirae Asset Large Cap

  • ITC Ltd.3.12%
  • Tata Consultancy Services Ltd.2.94%

Sector Overlap Breakdown

Banks
25.2% (5)
Construction
4.0% (1)
IT - Software
3.8% (1)
Telecom - Services
3.5% (1)
Petroleum Products
3.2% (1)
Retailing
2.5% (1)
Automobiles
2.0% (1)
Healthcare Services
1.4% (1)
Power
1.4% (1)
Food Products
1.2% (1)
Transport Services
0.5% (1)
Aerospace & Defense
0.4% (1)
Ferrous Metals
0.2% (1)
Consumer Durables
0.0% (1)
Pharmaceuticals & Biotechnology
0.0% (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.