Franklin India ELSS Tax Saver Fund vs NIPPON INDIA LARGE CAP FUND

Franklin vs Nippon· Portfolio Overlap Analysis

51.9%High Overlap
23 common stocksRank #8312 / 20,000

Investor takeaway: At 51.9% 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 (23)

StockWt% in Franklin India ELSS Tax SaverWt% in NIPPON INDIA LARGE CAPOverlap
HDFC Bank Ltd
Banks
9.04%8.82%8.82%
ICICI Bank Ltd
Banks
7.10%7.02%7.02%
Larsen & Toubro Ltd
Construction
5.90%4.24%4.24%
Axis Bank Ltd
Banks
5.35%4.20%4.20%
State Bank of India
Banks
5.31%3.99%3.99%
Reliance Industries Ltd
Petroleum Products
3.20%5.30%3.20%
Infosys Ltd
IT - Software
3.81%2.94%2.94%
Mahindra & Mahindra Ltd
Automobiles
2.75%2.44%2.44%
NTPC Ltd
Power
2.13%2.48%2.13%
Kotak Mahindra Bank Ltd
Banks
3.23%2.02%2.02%
Tata Power Co Ltd
Power
1.71%1.65%1.65%
Tata Steel Ltd
Ferrous Metals
1.57%1.28%1.28%
Eternal Ltd
Retailing
2.88%1.10%1.10%
Interglobe Aviation Ltd
Transport Services
1.39%1.07%1.07%
HCL Technologies Ltd
IT - Software
3.17%0.97%0.97%
Cholamandalam Investment and Finance Co Ltd
Finance
1.44%0.91%0.91%
Cipla Ltd
Pharmaceuticals & Biotechnology
0.89%0.84%0.84%
Shree Cement Ltd
Cement & Cement Products
1.48%0.77%0.77%
PB Fintech Ltd
Financial Technology (Fintech)
1.49%0.72%0.72%
Hyundai Motor India Ltd
Automobiles
0.56%0.71%0.56%
Dixon Technologies (India) Ltd
Consumer Durables
0.66%0.36%0.36%
Grasim Industries Ltd
Cement & Cement Products
2.99%0.33%0.33%
Devyani International Ltd
Leisure Services
0.33%0.34%0.33%

Unique to Franklin India ELSS Tax Saver

  • Bharti Airtel Ltd3.50%

Unique to NIPPON INDIA LARGE CAP

  • GE Vernova T&D India Limited2.82%
  • Bajaj Finance Limited2.80%
  • ITC Limited2.61%

Sector Overlap Breakdown

Banks
26.1% (5)
Construction
4.2% (1)
IT - Software
3.9% (2)
Power
3.8% (2)
Petroleum Products
3.2% (1)
Automobiles
3.0% (2)
Ferrous Metals
1.3% (1)
Retailing
1.1% (1)
Cement & Cement Products
1.1% (2)
Transport Services
1.1% (1)
Finance
0.9% (1)
Pharmaceuticals & Biotechnology
0.8% (1)
Financial Technology (Fintech)
0.7% (1)
Consumer Durables
0.4% (1)
Leisure Services
0.3% (1)

More comparisons for Franklin India ELSS Tax Saver

More comparisons for NIPPON INDIA LARGE CAP

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