Franklin India ELSS Tax Saver Fund vs Shriram ELSS Tax Saver Fund
Franklin vs Shriram· Portfolio Overlap Analysis
47.7%High Overlap
20 common stocksRank #12534 / 20,000
Investor takeaway: At 47.7% 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 Shriram ELSS Tax Saver | Overlap |
|---|---|---|---|
HDFC Bank Ltd Banks | 9.04% | 7.23% | 7.23% |
ICICI Bank Ltd Banks | 7.10% | 4.93% | 4.93% |
State Bank of India Banks | 5.31% | 4.73% | 4.73% |
Bharti Airtel Ltd Telecom - Services | 3.50% | 3.81% | 3.50% |
Reliance Industries Ltd Petroleum Products | 3.20% | 3.16% | 3.16% |
Axis Bank Ltd Banks | 5.35% | 3.11% | 3.11% |
Infosys Ltd IT - Software | 3.81% | 2.79% | 2.79% |
Mahindra & Mahindra Ltd Automobiles | 2.75% | 2.94% | 2.75% |
Larsen & Toubro Ltd Construction | 5.90% | 2.62% | 2.62% |
NTPC Ltd Power | 2.13% | 2.57% | 2.13% |
Bharat Electronics Ltd Aerospace & Defense | 2.94% | 1.91% | 1.91% |
Tata Steel Ltd Ferrous Metals | 1.57% | 1.39% | 1.39% |
Interglobe Aviation Ltd Transport Services | 1.39% | 2.20% | 1.39% |
Kirloskar Oil Engines Ltd Industrial Products | 2.20% | 1.23% | 1.23% |
Marico Ltd Agricultural Food & Other Products | 2.13% | 1.06% | 1.06% |
Eternal Ltd Retailing | 2.88% | 0.96% | 0.96% |
HCL Technologies Ltd IT - Software | 3.17% | 0.91% | 0.91% |
Eris Lifesciences Ltd Pharmaceuticals & Biotechnology | 0.94% | 0.74% | 0.74% |
Lemon Tree Hotels Ltd Leisure Services | 0.59% | 0.71% | 0.59% |
Apollo Hospitals Enterprise Ltd Healthcare Services | 2.38% | 0.55% | 0.55% |
Unique to Franklin India ELSS Tax Saver
- Kotak Mahindra Bank Ltd3.23%
Unique to Shriram ELSS Tax Saver
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks20.0% (4)
IT - Software3.7% (2)
Telecom - Services3.5% (1)
Petroleum Products3.2% (1)
Automobiles2.8% (1)
Construction2.6% (1)
Power2.1% (1)
Aerospace & Defense1.9% (1)
Ferrous Metals1.4% (1)
Transport Services1.4% (1)
Industrial Products1.2% (1)
Agricultural Food & Other Products1.1% (1)
Retailing1.0% (1)
Pharmaceuticals & Biotechnology0.7% (1)
Leisure Services0.6% (1)
Healthcare Services0.6% (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
- vs ICICI Prudential BSE Sensex ET56.7% · 16 stocks
More comparisons for Shriram ELSS Tax Saver
- vs Shriram Flexi Cap96.1% · 70 stocks
- vs Shriram Balanced Advantage54.1% · 43 stocks
- vs Kotak Large Cap53.4% · 25 stocks
- vs Shriram Aggressive Hybrid53.3% · 47 stocks
- vs EDELWEISS LARGE CAP53.0% · 31 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.