Franklin India Flexi Cap Fund ( Formerly known as Franklin India Equity Fund) vs Shriram ELSS Tax Saver Fund
Franklin vs Shriram· Portfolio Overlap Analysis
47.0%High Overlap
20 common stocksRank #13292 / 20,000
Investor takeaway: At 47.0% 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 (20)
| Stock | Wt% in Franklin India Flexi Cap Fund | Wt% in Shriram ELSS Tax Saver | Overlap |
|---|---|---|---|
HDFC Bank Ltd Banks | 8.46% | 7.23% | 7.23% |
ICICI Bank Ltd Banks | 6.26% | 4.93% | 4.93% |
State Bank of India Banks | 3.99% | 4.73% | 3.99% |
Bharti Airtel Ltd Telecom - Services | 3.48% | 3.81% | 3.48% |
Reliance Industries Ltd Petroleum Products | 3.20% | 3.16% | 3.16% |
Axis Bank Ltd Banks | 5.63% | 3.11% | 3.11% |
Infosys Ltd IT - Software | 3.00% | 2.79% | 2.79% |
Mahindra & Mahindra Ltd Automobiles | 2.79% | 2.94% | 2.79% |
Larsen & Toubro Ltd Construction | 4.65% | 2.62% | 2.62% |
NTPC Ltd Power | 1.92% | 2.57% | 1.92% |
Bharat Electronics Ltd Aerospace & Defense | 2.13% | 1.91% | 1.91% |
Interglobe Aviation Ltd Transport Services | 1.78% | 2.20% | 1.78% |
Tata Steel Ltd Ferrous Metals | 2.08% | 1.39% | 1.39% |
Kirloskar Oil Engines Ltd Industrial Products | 1.85% | 1.23% | 1.23% |
Marico Ltd Agricultural Food & Other Products | 1.93% | 1.06% | 1.06% |
Eternal Ltd Retailing | 2.36% | 0.96% | 0.96% |
HCL Technologies Ltd IT - Software | 2.52% | 0.91% | 0.91% |
Eris Lifesciences Ltd Pharmaceuticals & Biotechnology | 0.87% | 0.74% | 0.74% |
Apollo Hospitals Enterprise Ltd Healthcare Services | 2.36% | 0.55% | 0.55% |
Lemon Tree Hotels Ltd Leisure Services | 0.45% | 0.71% | 0.45% |
Unique to Franklin India Flexi Cap Fund
- Kotak Mahindra Bank Ltd3.15%
Unique to Shriram ELSS Tax Saver
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks19.3% (4)
IT - Software3.7% (2)
Telecom - Services3.5% (1)
Petroleum Products3.2% (1)
Automobiles2.8% (1)
Construction2.6% (1)
Power1.9% (1)
Aerospace & Defense1.9% (1)
Transport Services1.8% (1)
Ferrous Metals1.4% (1)
Industrial Products1.2% (1)
Agricultural Food & Other Products1.1% (1)
Retailing1.0% (1)
Pharmaceuticals & Biotechnology0.7% (1)
Healthcare Services0.6% (1)
Leisure Services0.5% (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 Shriram ELSS Tax Saver
- vs Shriram Flexi Cap96.1% · 70 stocks
- vs Shriram Balanced Advantage54.1% · 43 stocks
- vs Kotak Large Cap53.4% · 25 stocks
- vs Shriram Aggressive Hybrid53.3% · 47 stocks
- vs EDELWEISS LARGE CAP53.0% · 31 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.