Franklin India Flexi Cap Fund ( Formerly known as Franklin India Equity Fund) vs HDFC Retirement Savings Fund - Equity Plan
Franklin vs HDFC· Portfolio Overlap Analysis
46.5%High Overlap
19 common stocksRank #14002 / 20,000
Investor takeaway: At 46.5% 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 Retirement Savings Fund - | Overlap |
|---|---|---|---|
HDFC Bank Ltd Banks | 8.46% | 7.62% | 7.62% |
ICICI Bank Ltd Banks | 6.26% | 6.31% | 6.26% |
Axis Bank Ltd Banks | 5.63% | 4.75% | 4.75% |
State Bank of India Banks | 3.99% | 3.44% | 3.44% |
Reliance Industries Ltd Petroleum Products | 3.20% | 3.99% | 3.20% |
Kotak Mahindra Bank Ltd Banks | 3.15% | 3.39% | 3.15% |
Infosys Ltd IT - Software | 3.00% | 2.98% | 2.98% |
Bharti Airtel Ltd Telecom - Services | 3.48% | 2.69% | 2.69% |
Larsen & Toubro Ltd Construction | 4.65% | 2.45% | 2.45% |
HCL Technologies Ltd IT - Software | 2.52% | 1.99% | 1.99% |
NTPC Ltd Power | 1.92% | 1.37% | 1.37% |
Tata Steel Ltd Ferrous Metals | 2.08% | 1.06% | 1.06% |
United Spirits Ltd Beverages | 1.67% | 0.99% | 0.99% |
Cipla Ltd Pharmaceuticals & Biotechnology | 1.31% | 0.96% | 0.96% |
HDFC Life Insurance Co Ltd Insurance | 0.92% | 1.13% | 0.92% |
Apollo Hospitals Enterprise Ltd Healthcare Services | 2.36% | 0.84% | 0.84% |
Interglobe Aviation Ltd Transport Services | 1.78% | 0.83% | 0.83% |
Hyundai Motor India Ltd Automobiles | 0.65% | 0.77% | 0.65% |
Prestige Estates Projects Ltd Realty | 0.69% | 0.30% | 0.30% |
Unique to Franklin India Flexi Cap Fund
- Mahindra & Mahindra Ltd2.79%
Unique to HDFC Retirement Savings Fund -
- Maruti Suzuki India Limited3.19%
- Tata Consultancy Services Ltd.2.64%
Sector Overlap Breakdown
Banks25.2% (5)
IT - Software5.0% (2)
Petroleum Products3.2% (1)
Telecom - Services2.7% (1)
Construction2.5% (1)
Power1.4% (1)
Ferrous Metals1.1% (1)
Beverages1.0% (1)
Pharmaceuticals & Biotechnology1.0% (1)
Insurance0.9% (1)
Healthcare Services0.8% (1)
Transport Services0.8% (1)
Automobiles0.7% (1)
Realty0.3% (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 Retirement Savings Fund -
- vs HDFC Retirement Savings Fund -64.1% · 52 stocks
- vs HDFC ELSS Tax saver57.2% · 32 stocks
- vs HDFC Hybrid Equity53.0% · 35 stocks
- vs HDFC Flexi Cap51.6% · 26 stocks
- vs LIC MF NIFTY 50 ETF50.8% · 22 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.