Franklin India Flexi Cap Fund ( Formerly known as Franklin India Equity Fund) vs TATA LARGE CAP FUND
Franklin vs Tata· Portfolio Overlap Analysis
48.1%High Overlap
16 common stocksRank #12157 / 20,000
Investor takeaway: At 48.1% 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 (16)
| Stock | Wt% in Franklin India Flexi Cap Fund | Wt% in TATA LARGE CAP | Overlap |
|---|---|---|---|
HDFC Bank Ltd Banks | 8.46% | 8.20% | 8.20% |
ICICI Bank Ltd Banks | 6.26% | 9.12% | 6.26% |
Axis Bank Ltd Banks | 5.63% | 4.08% | 4.08% |
Larsen & Toubro Ltd Construction | 4.65% | 3.58% | 3.58% |
State Bank of India Banks | 3.99% | 3.54% | 3.54% |
Reliance Industries Ltd Petroleum Products | 3.20% | 5.26% | 3.20% |
Kotak Mahindra Bank Ltd Banks | 3.15% | 3.72% | 3.15% |
Infosys Ltd IT - Software | 3.00% | 3.54% | 3.00% |
Mahindra & Mahindra Ltd Automobiles | 2.79% | 2.89% | 2.79% |
Bharti Airtel Ltd Telecom - Services | 3.48% | 2.19% | 2.19% |
Tata Steel Ltd Ferrous Metals | 2.08% | 2.56% | 2.08% |
NTPC Ltd Power | 1.92% | 1.79% | 1.79% |
Interglobe Aviation Ltd Transport Services | 1.78% | 1.56% | 1.56% |
Britannia Industries Ltd Food Products | 1.58% | 1.07% | 1.07% |
HDFC Life Insurance Co Ltd Insurance | 0.92% | 1.93% | 0.92% |
Hyundai Motor India Ltd Automobiles | 0.65% | 1.32% | 0.65% |
Unique to Franklin India Flexi Cap Fund
All top holdings are shared with the other fund.
Unique to TATA LARGE CAP
- BAJAJ FINANCE LTD.3.04%
Sector Overlap Breakdown
Banks25.2% (5)
Construction3.6% (1)
Automobiles3.4% (2)
Petroleum Products3.2% (1)
IT - Software3.0% (1)
Telecom - Services2.2% (1)
Ferrous Metals2.1% (1)
Power1.8% (1)
Transport Services1.6% (1)
Food Products1.1% (1)
Insurance0.9% (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 TATA LARGE CAP
- vs ADITYA BIRLA SUN LIFE BSE SENS61.5% · 19 stocks
- vs HDFC BSE SENSEX ETF61.5% · 19 stocks
- vs HDFC BSE Sensex Index61.5% · 19 stocks
- vs ICICI Prudential BSE Sensex ET61.5% · 19 stocks
- vs Kotak BSE Sensex ETF61.5% · 19 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.