Franklin India Flexi Cap Fund ( Formerly known as Franklin India Equity Fund) vs Mahindra Manulife Large Cap Fund

Franklin vs Mahindra· Portfolio Overlap Analysis

50.7%High Overlap
19 common stocksRank #9359 / 20,000

Investor takeaway: At 50.7% 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)

StockWt% in Franklin India Flexi Cap Fund Wt% in Mahindra Manulife Large CapOverlap
HDFC Bank Ltd
Banks
8.46%8.55%8.46%
ICICI Bank Ltd
Banks
6.26%9.06%6.26%
Larsen & Toubro Ltd
Construction
4.65%4.33%4.33%
Axis Bank Ltd
Banks
5.63%4.28%4.28%
State Bank of India
Banks
3.99%3.83%3.83%
Bharti Airtel Ltd
Telecom - Services
3.48%3.90%3.48%
Reliance Industries Ltd
Petroleum Products
3.20%7.77%3.20%
Infosys Ltd
IT - Software
3.00%4.41%3.00%
Mahindra & Mahindra Ltd
Automobiles
2.79%2.62%2.62%
NTPC Ltd
Power
1.92%2.17%1.92%
Kotak Mahindra Bank Ltd
Banks
3.15%1.77%1.77%
Grasim Industries Ltd
Cement & Cement Products
2.36%1.75%1.75%
Oil & Natural Gas Corporation Ltd
Oil
1.92%1.46%1.46%
Britannia Industries Ltd
Food Products
1.58%1.42%1.42%
Trent Ltd
Retailing
1.20%0.90%0.90%
Tata Capital Ltd
Finance
0.69%1.05%0.69%
Hyundai Motor India Ltd
Automobiles
0.65%0.88%0.65%
Jubilant Foodworks Ltd
Leisure Services
0.42%0.88%0.42%
Sun Pharmaceutical Industries Ltd
Pharmaceuticals & Biotechnology
0.28%1.08%0.28%

Unique to Franklin India Flexi Cap Fund

All top holdings are shared with the other fund.

Unique to Mahindra Manulife Large Cap

  • Bajaj Finserv Limited4.73%
  • Tata Consultancy Services Limited3.29%

Sector Overlap Breakdown

Banks
24.6% (5)
Construction
4.3% (1)
Telecom - Services
3.5% (1)
Automobiles
3.3% (2)
Petroleum Products
3.2% (1)
IT - Software
3.0% (1)
Power
1.9% (1)
Cement & Cement Products
1.8% (1)
Oil
1.5% (1)
Food Products
1.4% (1)
Retailing
0.9% (1)
Finance
0.7% (1)
Leisure Services
0.4% (1)
Pharmaceuticals & Biotechnology
0.3% (1)

More comparisons for Franklin India Flexi Cap Fund

More comparisons for Mahindra Manulife Large Cap

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