Franklin India Flexi Cap Fund ( Formerly known as Franklin India Equity Fund) vs SBI Flexicap Fund

Franklin vs SBI· Portfolio Overlap Analysis

43.6%High Overlap
17 common stocksRank #18171 / 20,000

Investor takeaway: At 43.6% 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 (17)

StockWt% in Franklin India Flexi Cap Fund Wt% in SBI FlexicapOverlap
ICICI Bank Ltd
Banks
6.26%5.89%5.89%
HDFC Bank Ltd
Banks
8.46%5.70%5.70%
Axis Bank Ltd
Banks
5.63%5.65%5.63%
Larsen & Toubro Ltd
Construction
4.65%4.77%4.65%
Kotak Mahindra Bank Ltd
Banks
3.15%3.57%3.15%
Reliance Industries Ltd
Petroleum Products
3.20%2.93%2.93%
Bharti Airtel Ltd
Telecom - Services
3.48%2.69%2.69%
Infosys Ltd
IT - Software
3.00%2.23%2.23%
Tata Steel Ltd
Ferrous Metals
2.08%3.32%2.08%
NTPC Ltd
Power
1.92%1.77%1.77%
Oil & Natural Gas Corporation Ltd
Oil
1.92%1.56%1.56%
Mahindra & Mahindra Ltd
Automobiles
2.79%1.53%1.53%
Cholamandalam Investment and Finance Co Ltd
Finance
1.58%1.44%1.44%
Ashok Leyland Ltd
Agricultural, Commercial & Construction Vehicles
1.55%1.20%1.20%
Eternal Ltd
Retailing
2.36%0.43%0.43%
Jubilant Foodworks Ltd
Leisure Services
0.42%0.84%0.42%
Sun Pharmaceutical Industries Ltd
Pharmaceuticals & Biotechnology
0.28%1.00%0.28%

Unique to Franklin India Flexi Cap Fund

  • State Bank of India3.99%

Unique to SBI Flexicap

  • Eicher Motors Ltd.3.36%

Sector Overlap Breakdown

Banks
20.4% (4)
Construction
4.7% (1)
Petroleum Products
2.9% (1)
Telecom - Services
2.7% (1)
IT - Software
2.2% (1)
Ferrous Metals
2.1% (1)
Power
1.8% (1)
Oil
1.6% (1)
Automobiles
1.5% (1)
Finance
1.4% (1)
Agricultural, Commercial & Construction Vehicles
1.2% (1)
Retailing
0.4% (1)
Leisure Services
0.4% (1)
Pharmaceuticals & Biotechnology
0.3% (1)

More comparisons for Franklin India Flexi Cap Fund

More comparisons for SBI Flexicap

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