Franklin India Flexi Cap Fund ( Formerly known as Franklin India Equity Fund) vs PGIM INDIA LARGE CAP FUND
Franklin vs PGIM· Portfolio Overlap Analysis
48.6%High Overlap
22 common stocksRank #11504 / 20,000
Investor takeaway: At 48.6% 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 (22)
| Stock | Wt% in Franklin India Flexi Cap Fund | Wt% in PGIM INDIA LARGE CAP | Overlap |
|---|---|---|---|
HDFC Bank Ltd Banks | 8.46% | 8.93% | 8.46% |
ICICI Bank Ltd Banks | 6.26% | 7.94% | 6.26% |
Larsen & Toubro Ltd Construction | 4.65% | 4.44% | 4.44% |
Bharti Airtel Ltd Telecom - Services | 3.48% | 4.72% | 3.48% |
Reliance Industries Ltd Petroleum Products | 3.20% | 6.64% | 3.20% |
Kotak Mahindra Bank Ltd Banks | 3.15% | 2.94% | 2.94% |
State Bank of India Banks | 3.99% | 2.91% | 2.91% |
Eternal Ltd Retailing | 2.36% | 2.26% | 2.26% |
NTPC Ltd Power | 1.92% | 2.13% | 1.92% |
Infosys Ltd IT - Software | 3.00% | 1.68% | 1.68% |
Mahindra & Mahindra Ltd Automobiles | 2.79% | 1.67% | 1.67% |
Ultratech Cement Ltd Cement & Cement Products | 1.51% | 2.04% | 1.51% |
Britannia Industries Ltd Food Products | 1.58% | 1.28% | 1.28% |
Ashok Leyland Ltd Agricultural, Commercial & Construction Vehicles | 1.55% | 1.07% | 1.07% |
PB Fintech Ltd Financial Technology (Fintech) | 1.30% | 1.06% | 1.06% |
United Spirits Ltd Beverages | 1.67% | 0.79% | 0.79% |
Bharat Electronics Ltd Aerospace & Defense | 2.13% | 0.77% | 0.77% |
HDFC Life Insurance Co Ltd Insurance | 0.92% | 0.74% | 0.74% |
Prestige Estates Projects Ltd Realty | 0.69% | 0.98% | 0.69% |
Tata Capital Ltd Finance | 0.69% | 1.20% | 0.69% |
Cholamandalam Investment and Finance Co Ltd Finance | 1.58% | 0.54% | 0.54% |
Sun Pharmaceutical Industries Ltd Pharmaceuticals & Biotechnology | 0.28% | 0.91% | 0.28% |
Unique to Franklin India Flexi Cap Fund
- Axis Bank Ltd5.63%
Unique to PGIM INDIA LARGE CAP
- Bajaj Finance Ltd.2.94%
- Tata Consultancy Services Ltd.2.56%
- Titan Company Ltd.2.30%
Sector Overlap Breakdown
Banks20.6% (4)
Construction4.4% (1)
Telecom - Services3.5% (1)
Petroleum Products3.2% (1)
Retailing2.3% (1)
Power1.9% (1)
IT - Software1.7% (1)
Automobiles1.7% (1)
Cement & Cement Products1.5% (1)
Food Products1.3% (1)
Finance1.2% (2)
Agricultural, Commercial & Construction Vehicles1.1% (1)
Financial Technology (Fintech)1.1% (1)
Beverages0.8% (1)
Aerospace & Defense0.8% (1)
Insurance0.7% (1)
Realty0.7% (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 PGIM INDIA LARGE CAP
- vs CANARA ROBECO LARGE CAP69.5% · 37 stocks
- vs Axis Large Cap65.5% · 35 stocks
- vs PGIM INDIA FLEXI CAP64.9% · 39 stocks
- vs Baroda BNP Paribas Nifty 50 In63.1% · 28 stocks
- vs HDFC NIFTY 50 ETF63.1% · 28 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.