Franklin India Flexi Cap Fund ( Formerly known as Franklin India Equity Fund) vs Kotak Large Cap Fund
Franklin vs Kotak· Portfolio Overlap Analysis
52.9%High Overlap
21 common stocksRank #7686 / 20,000
Investor takeaway: At 52.9% 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 (21)
| Stock | Wt% in Franklin India Flexi Cap Fund | Wt% in Kotak Large Cap | Overlap |
|---|---|---|---|
HDFC Bank Ltd Banks | 8.46% | 7.01% | 7.01% |
ICICI Bank Ltd Banks | 6.26% | 7.36% | 6.26% |
Larsen & Toubro Ltd Construction | 4.65% | 4.22% | 4.22% |
State Bank of India Banks | 3.99% | 4.83% | 3.99% |
Bharti Airtel Ltd Telecom - Services | 3.48% | 3.78% | 3.48% |
Axis Bank Ltd Banks | 5.63% | 3.35% | 3.35% |
Reliance Industries Ltd Petroleum Products | 3.20% | 6.39% | 3.20% |
Infosys Ltd IT - Software | 3.00% | 3.32% | 3.00% |
Mahindra & Mahindra Ltd Automobiles | 2.79% | 2.90% | 2.79% |
Tata Steel Ltd Ferrous Metals | 2.08% | 2.14% | 2.08% |
NTPC Ltd Power | 1.92% | 2.89% | 1.92% |
Interglobe Aviation Ltd Transport Services | 1.78% | 1.83% | 1.78% |
Kotak Mahindra Bank Ltd Banks | 3.15% | 1.55% | 1.55% |
Ultratech Cement Ltd Cement & Cement Products | 1.51% | 2.22% | 1.51% |
Eternal Ltd Retailing | 2.36% | 1.38% | 1.38% |
Bharat Electronics Ltd Aerospace & Defense | 2.13% | 1.38% | 1.38% |
United Spirits Ltd Beverages | 1.67% | 1.15% | 1.15% |
Apollo Hospitals Enterprise Ltd Healthcare Services | 2.36% | 0.93% | 0.93% |
HDFC Life Insurance Co Ltd Insurance | 0.92% | 0.82% | 0.82% |
Britannia Industries Ltd Food Products | 1.58% | 0.77% | 0.77% |
Sun Pharmaceutical Industries Ltd Pharmaceuticals & Biotechnology | 0.28% | 2.59% | 0.28% |
Unique to Franklin India Flexi Cap Fund
All top holdings are shared with the other fund.
Unique to Kotak Large Cap
- BAJAJ FINANCE LTD.3.14%
Sector Overlap Breakdown
Banks22.2% (5)
Construction4.2% (1)
Telecom - Services3.5% (1)
Petroleum Products3.2% (1)
IT - Software3.0% (1)
Automobiles2.8% (1)
Ferrous Metals2.1% (1)
Power1.9% (1)
Transport Services1.8% (1)
Cement & Cement Products1.5% (1)
Retailing1.4% (1)
Aerospace & Defense1.4% (1)
Beverages1.1% (1)
Healthcare Services0.9% (1)
Insurance0.8% (1)
Food Products0.8% (1)
Pharmaceuticals & Biotechnology0.3% (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 Kotak Large Cap
- vs CANARA ROBECO LARGE CAP67.7% · 31 stocks
- vs ADITYA BIRLA SUN LIFE NIFTY 5067.1% · 28 stocks
- vs Bajaj Finserv Nifty 50 Index67.1% · 28 stocks
- vs Bajaj Finserv Nifty 50 ETF67.1% · 28 stocks
- vs Baroda BNP Paribas Nifty 50 In67.1% · 28 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.