Franklin India Flexi Cap Fund ( Formerly known as Franklin India Equity Fund) vs Kotak Flexicap Fund
Franklin vs Kotak· Portfolio Overlap Analysis
43.3%High Overlap
16 common stocksRank #18521 / 20,000
Investor takeaway: At 43.3% 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 (16)
| Stock | Wt% in Franklin India Flexi Cap Fund | Wt% in Kotak Flexicap | Overlap |
|---|---|---|---|
HDFC Bank Ltd Banks | 8.46% | 6.17% | 6.17% |
ICICI Bank Ltd Banks | 6.26% | 5.34% | 5.34% |
Larsen & Toubro Ltd Construction | 4.65% | 3.99% | 3.99% |
State Bank of India Banks | 3.99% | 5.03% | 3.99% |
Axis Bank Ltd Banks | 5.63% | 3.89% | 3.89% |
Bharti Airtel Ltd Telecom - Services | 3.48% | 2.88% | 2.88% |
Reliance Industries Ltd Petroleum Products | 3.20% | 2.45% | 2.45% |
Infosys Ltd IT - Software | 3.00% | 2.42% | 2.42% |
Eternal Ltd Retailing | 2.36% | 2.77% | 2.36% |
Bharat Electronics Ltd Aerospace & Defense | 2.13% | 6.14% | 2.13% |
Interglobe Aviation Ltd Transport Services | 1.78% | 2.29% | 1.78% |
Ultratech Cement Ltd Cement & Cement Products | 1.51% | 3.07% | 1.51% |
Kotak Mahindra Bank Ltd Banks | 3.15% | 1.35% | 1.35% |
NTPC Ltd Power | 1.92% | 1.21% | 1.21% |
HCL Technologies Ltd IT - Software | 2.52% | 0.95% | 0.95% |
Cipla Ltd Pharmaceuticals & Biotechnology | 1.31% | 0.83% | 0.83% |
Unique to Franklin India Flexi Cap Fund
- Mahindra & Mahindra Ltd2.79%
Unique to Kotak Flexicap
- Jindal Steel & Power Ltd4.16%
- SRF LTD.2.82%
Sector Overlap Breakdown
Banks20.7% (5)
Construction4.0% (1)
IT - Software3.4% (2)
Telecom - Services2.9% (1)
Petroleum Products2.5% (1)
Retailing2.4% (1)
Aerospace & Defense2.1% (1)
Transport Services1.8% (1)
Cement & Cement Products1.5% (1)
Power1.2% (1)
Pharmaceuticals & Biotechnology0.8% (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 Kotak Flexicap
- vs Kotak Large & Midcap57.8% · 36 stocks
- vs Kotak Large Cap55.6% · 29 stocks
- vs Kotak ESG Exclusionary Strateg55.1% · 29 stocks
- vs Kotak Focused52.5% · 19 stocks
- vs Kotak ELSS Tax Saver51.0% · 26 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.