Franklin India Flexi Cap Fund ( Formerly known as Franklin India Equity Fund) vs IB01-Groww Large Cap Fund

Franklin vs Groww· Portfolio Overlap Analysis

50.5%High Overlap
18 common stocksRank #9544 / 20,000

Investor takeaway: At 50.5% 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 (18)

StockWt% in Franklin India Flexi Cap Fund Wt% in IB01-Groww Large CapOverlap
HDFC Bank Ltd
Banks
8.46%7.80%7.80%
ICICI Bank Ltd
Banks
6.26%8.30%6.26%
Larsen & Toubro Ltd
Construction
4.65%6.74%4.65%
State Bank of India
Banks
3.99%4.64%3.99%
Bharti Airtel Ltd
Telecom - Services
3.48%4.13%3.48%
Reliance Industries Ltd
Petroleum Products
3.20%4.31%3.20%
Axis Bank Ltd
Banks
5.63%2.61%2.61%
Mahindra & Mahindra Ltd
Automobiles
2.79%2.60%2.60%
Kotak Mahindra Bank Ltd
Banks
3.15%2.47%2.47%
Bharat Electronics Ltd
Aerospace & Defense
2.13%2.35%2.13%
Eternal Ltd
Retailing
2.36%2.04%2.04%
Infosys Ltd
IT - Software
3.00%2.03%2.03%
Cholamandalam Investment and Finance Co Ltd
Finance
1.58%2.45%1.58%
Ultratech Cement Ltd
Cement & Cement Products
1.51%2.48%1.51%
Apollo Hospitals Enterprise Ltd
Healthcare Services
2.36%1.48%1.48%
Tata Steel Ltd
Ferrous Metals
2.08%1.27%1.27%
NTPC Ltd
Power
1.92%1.07%1.07%
Sun Pharmaceutical Industries Ltd
Pharmaceuticals & Biotechnology
0.28%1.54%0.28%

Unique to Franklin India Flexi Cap Fund

All top holdings are shared with the other fund.

Unique to IB01-Groww Large Cap

  • Cummins India Limited3.39%
  • Bajaj Finance Limited3.32%
  • Torrent Pharmaceuticals Limited2.61%

Sector Overlap Breakdown

Banks
23.1% (5)
Construction
4.7% (1)
Telecom - Services
3.5% (1)
Petroleum Products
3.2% (1)
Automobiles
2.6% (1)
Aerospace & Defense
2.1% (1)
Retailing
2.0% (1)
IT - Software
2.0% (1)
Finance
1.6% (1)
Cement & Cement Products
1.5% (1)
Healthcare Services
1.5% (1)
Ferrous Metals
1.3% (1)
Power
1.1% (1)
Pharmaceuticals & Biotechnology
0.3% (1)

More comparisons for Franklin India Flexi Cap Fund

More comparisons for IB01-Groww Large Cap

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