Franklin India Flexi Cap Fund ( Formerly known as Franklin India Equity Fund) vs Franklin India Large Cap Fund

Franklin vs Franklin· Portfolio Overlap Analysis

48.2%High Overlap
18 common stocksRank #11965 / 20,000

Investor takeaway: At 48.2% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (18)

StockWt% in Franklin India Flexi Cap Fund Wt% in Franklin India Large CapOverlap
HDFC Bank Ltd
Banks
8.46%7.44%7.44%
ICICI Bank Ltd
Banks
6.26%8.01%6.26%
Axis Bank Ltd
Banks
5.63%5.82%5.63%
Reliance Industries Ltd
Petroleum Products
3.20%5.07%3.20%
Kotak Mahindra Bank Ltd
Banks
3.15%5.20%3.15%
Mahindra & Mahindra Ltd
Automobiles
2.79%4.43%2.79%
State Bank of India
Banks
3.99%2.61%2.61%
HCL Technologies Ltd
IT - Software
2.52%3.92%2.52%
Infosys Ltd
IT - Software
3.00%2.42%2.42%
Eternal Ltd
Retailing
2.36%4.92%2.36%
Apollo Hospitals Enterprise Ltd
Healthcare Services
2.36%2.19%2.19%
Larsen & Toubro Ltd
Construction
4.65%2.18%2.18%
Tata Power Co Ltd
Power
1.78%1.66%1.66%
PB Fintech Ltd
Financial Technology (Fintech)
1.30%1.48%1.30%
Ultratech Cement Ltd
Cement & Cement Products
1.51%1.07%1.07%
HDFC Life Insurance Co Ltd
Insurance
0.92%1.79%0.92%
Sun Pharmaceutical Industries Ltd
Pharmaceuticals & Biotechnology
0.28%3.28%0.28%
Hyundai Motor India Ltd
Automobiles
0.65%0.25%0.25%

Unique to Franklin India Flexi Cap Fund

  • Bharti Airtel Ltd3.48%

Unique to Franklin India Large Cap

  • Torrent Pharmaceuticals Ltd3.33%

Sector Overlap Breakdown

Banks
25.1% (5)
IT - Software
4.9% (2)
Petroleum Products
3.2% (1)
Automobiles
3.0% (2)
Retailing
2.4% (1)
Healthcare Services
2.2% (1)
Construction
2.2% (1)
Power
1.7% (1)
Financial Technology (Fintech)
1.3% (1)
Cement & Cement Products
1.1% (1)
Insurance
0.9% (1)
Pharmaceuticals & Biotechnology
0.3% (1)

More comparisons for Franklin India Flexi Cap Fund

More comparisons for Franklin India Large Cap

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