Franklin India Flexi Cap Fund ( Formerly known as Franklin India Equity Fund) vs NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME
Franklin vs Nippon· Portfolio Overlap Analysis
48.2%High Overlap
21 common stocksRank #11961 / 20,000
Investor takeaway: At 48.2% 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 NIPPON INDIA RETIREMENT FUND - | Overlap |
|---|---|---|---|
HDFC Bank Ltd Banks | 8.46% | 7.08% | 7.08% |
ICICI Bank Ltd Banks | 6.26% | 7.59% | 6.26% |
State Bank of India Banks | 3.99% | 3.99% | 3.99% |
Larsen & Toubro Ltd Construction | 4.65% | 3.62% | 3.62% |
Axis Bank Ltd Banks | 5.63% | 3.20% | 3.20% |
Reliance Industries Ltd Petroleum Products | 3.20% | 4.56% | 3.20% |
Infosys Ltd IT - Software | 3.00% | 2.86% | 2.86% |
Bharti Airtel Ltd Telecom - Services | 3.48% | 2.69% | 2.69% |
Mahindra & Mahindra Ltd Automobiles | 2.79% | 2.54% | 2.54% |
NTPC Ltd Power | 1.92% | 2.93% | 1.92% |
Interglobe Aviation Ltd Transport Services | 1.78% | 1.54% | 1.54% |
Ultratech Cement Ltd Cement & Cement Products | 1.51% | 1.62% | 1.51% |
Eternal Ltd Retailing | 2.36% | 1.34% | 1.34% |
United Spirits Ltd Beverages | 1.67% | 1.21% | 1.21% |
Hindustan Aeronautics Ltd Aerospace & Defense | 0.98% | 1.69% | 0.98% |
Cholamandalam Investment and Finance Co Ltd Finance | 1.58% | 0.96% | 0.96% |
Apollo Hospitals Enterprise Ltd Healthcare Services | 2.36% | 0.87% | 0.87% |
Britannia Industries Ltd Food Products | 1.58% | 0.77% | 0.77% |
PB Fintech Ltd Financial Technology (Fintech) | 1.30% | 0.76% | 0.76% |
Tata Power Co Ltd Power | 1.78% | 0.72% | 0.72% |
Syngene International Ltd Healthcare Services | 0.22% | 0.47% | 0.22% |
Unique to Franklin India Flexi Cap Fund
- Kotak Mahindra Bank Ltd3.15%
Unique to NIPPON INDIA RETIREMENT FUND -
- Bajaj Finance Limited2.86%
Sector Overlap Breakdown
Banks20.5% (4)
Construction3.6% (1)
Petroleum Products3.2% (1)
IT - Software2.9% (1)
Telecom - Services2.7% (1)
Power2.6% (2)
Automobiles2.5% (1)
Transport Services1.5% (1)
Cement & Cement Products1.5% (1)
Retailing1.3% (1)
Beverages1.2% (1)
Healthcare Services1.1% (2)
Aerospace & Defense1.0% (1)
Finance1.0% (1)
Food Products0.8% (1)
Financial Technology (Fintech)0.8% (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 NIPPON INDIA RETIREMENT FUND -
- vs CANARA ROBECO LARGE CAP62.5% · 35 stocks
- vs ADITYA BIRLA SUN LIFE LARGE CA59.5% · 36 stocks
- vs CANARA ROBECO FLEXICAP58.5% · 36 stocks
- vs Kotak Large Cap57.6% · 25 stocks
- vs Nippon India Flexi Cap57.1% · 37 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.