Franklin India Flexi Cap Fund ( Formerly known as Franklin India Equity Fund) vs NIPPON INDIA LARGE CAP FUND

Franklin vs Nippon· Portfolio Overlap Analysis

52.8%High Overlap
25 common stocksRank #7745 / 20,000

Investor takeaway: At 52.8% 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 (25)

StockWt% in Franklin India Flexi Cap Fund Wt% in NIPPON INDIA LARGE CAPOverlap
HDFC Bank Ltd
Banks
8.46%8.82%8.46%
ICICI Bank Ltd
Banks
6.26%7.02%6.26%
Larsen & Toubro Ltd
Construction
4.65%4.24%4.24%
Axis Bank Ltd
Banks
5.63%4.20%4.20%
State Bank of India
Banks
3.99%3.99%3.99%
Reliance Industries Ltd
Petroleum Products
3.20%5.30%3.20%
Infosys Ltd
IT - Software
3.00%2.94%2.94%
Mahindra & Mahindra Ltd
Automobiles
2.79%2.44%2.44%
Kotak Mahindra Bank Ltd
Banks
3.15%2.02%2.02%
NTPC Ltd
Power
1.92%2.48%1.92%
Tata Power Co Ltd
Power
1.78%1.65%1.65%
Ultratech Cement Ltd
Cement & Cement Products
1.51%1.42%1.42%
Tata Steel Ltd
Ferrous Metals
2.08%1.28%1.28%
Eternal Ltd
Retailing
2.36%1.10%1.10%
Interglobe Aviation Ltd
Transport Services
1.78%1.07%1.07%
HCL Technologies Ltd
IT - Software
2.52%0.97%0.97%
Cholamandalam Investment and Finance Co Ltd
Finance
1.58%0.91%0.91%
Trent Ltd
Retailing
1.20%0.90%0.90%
Cipla Ltd
Pharmaceuticals & Biotechnology
1.31%0.84%0.84%
HDFC Life Insurance Co Ltd
Insurance
0.92%0.77%0.77%
PB Fintech Ltd
Financial Technology (Fintech)
1.30%0.72%0.72%
Hyundai Motor India Ltd
Automobiles
0.65%0.71%0.65%
Grasim Industries Ltd
Cement & Cement Products
2.36%0.33%0.33%
Sun Pharmaceutical Industries Ltd
Pharmaceuticals & Biotechnology
0.28%0.71%0.28%
Devyani International Ltd
Leisure Services
0.19%0.34%0.19%

Unique to Franklin India Flexi Cap Fund

  • Bharti Airtel Ltd3.48%

Unique to NIPPON INDIA LARGE CAP

  • GE Vernova T&D India Limited2.82%
  • Bajaj Finance Limited2.80%
  • ITC Limited2.61%

Sector Overlap Breakdown

Banks
24.9% (5)
Construction
4.2% (1)
IT - Software
3.9% (2)
Power
3.6% (2)
Petroleum Products
3.2% (1)
Automobiles
3.1% (2)
Retailing
2.0% (2)
Cement & Cement Products
1.8% (2)
Ferrous Metals
1.3% (1)
Pharmaceuticals & Biotechnology
1.1% (2)
Transport Services
1.1% (1)
Finance
0.9% (1)
Insurance
0.8% (1)
Financial Technology (Fintech)
0.7% (1)
Leisure Services
0.2% (1)

More comparisons for Franklin India Flexi Cap Fund

More comparisons for NIPPON INDIA LARGE CAP

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