Franklin India Flexi Cap Fund ( Formerly known as Franklin India Equity Fund) vs HDFC Flexi Cap Fund
Franklin vs HDFC· Portfolio Overlap Analysis
47.3%High Overlap
19 common stocksRank #12927 / 20,000
Investor takeaway: At 47.3% 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)
| Stock | Wt% in Franklin India Flexi Cap Fund | Wt% in HDFC Flexi Cap | Overlap |
|---|---|---|---|
HDFC Bank Ltd Banks | 8.46% | 7.25% | 7.25% |
ICICI Bank Ltd Banks | 6.26% | 8.78% | 6.26% |
Axis Bank Ltd Banks | 5.63% | 7.44% | 5.63% |
State Bank of India Banks | 3.99% | 5.26% | 3.99% |
Kotak Mahindra Bank Ltd Banks | 3.15% | 3.76% | 3.15% |
Bharti Airtel Ltd Telecom - Services | 3.48% | 3.06% | 3.06% |
Larsen & Toubro Ltd Construction | 4.65% | 2.85% | 2.85% |
HCL Technologies Ltd IT - Software | 2.52% | 2.94% | 2.52% |
Interglobe Aviation Ltd Transport Services | 1.78% | 1.87% | 1.78% |
Infosys Ltd IT - Software | 3.00% | 1.73% | 1.73% |
Tata Steel Ltd Ferrous Metals | 2.08% | 1.67% | 1.67% |
Oil & Natural Gas Corporation Ltd Oil | 1.92% | 1.53% | 1.53% |
Eternal Ltd Retailing | 2.36% | 1.49% | 1.49% |
Cipla Ltd Pharmaceuticals & Biotechnology | 1.31% | 2.82% | 1.31% |
United Spirits Ltd Beverages | 1.67% | 0.79% | 0.79% |
PB Fintech Ltd Financial Technology (Fintech) | 1.30% | 0.66% | 0.66% |
Hyundai Motor India Ltd Automobiles | 0.65% | 1.94% | 0.65% |
Apollo Hospitals Enterprise Ltd Healthcare Services | 2.36% | 0.56% | 0.56% |
Ashok Leyland Ltd Agricultural, Commercial & Construction Vehicles | 1.55% | 0.43% | 0.43% |
Unique to Franklin India Flexi Cap Fund
- Reliance Industries Ltd3.20%
- Mahindra & Mahindra Ltd2.79%
Unique to HDFC Flexi Cap
- SBI Life Insurance Company Ltd.4.06%
- Maruti Suzuki India Limited2.96%
Sector Overlap Breakdown
Banks26.3% (5)
IT - Software4.3% (2)
Telecom - Services3.1% (1)
Construction2.9% (1)
Transport Services1.8% (1)
Ferrous Metals1.7% (1)
Oil1.5% (1)
Retailing1.5% (1)
Pharmaceuticals & Biotechnology1.3% (1)
Beverages0.8% (1)
Financial Technology (Fintech)0.7% (1)
Automobiles0.7% (1)
Healthcare Services0.6% (1)
Agricultural, Commercial & Construction Vehicles0.4% (1)
More comparisons for Franklin India Flexi Cap Fund
- vs Franklin India ELSS Tax Saver82.6% · 42 stocks
- vs CANARA ROBECO LARGE CAP58.0% · 26 stocks
- vs Franklin India Aggressive Hybr57.1% · 34 stocks
- vs HDFC NIFTY 50 ETF56.0% · 24 stocks
- vs HDFC Nifty 50 Index56.0% · 24 stocks
More comparisons for HDFC Flexi Cap
- vs HDFC ELSS Tax saver70.0% · 35 stocks
- vs HDFC Focused67.3% · 27 stocks
- vs HDFC Retirement Savings Fund -51.6% · 26 stocks
- vs Bajaj Finserv Nifty 50 Index49.1% · 23 stocks
- vs HDFC NIFTY 50 ETF49.1% · 23 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.