Franklin India Focused Equity Fund vs Franklin India Large Cap Fund
Franklin vs Franklin· Portfolio Overlap Analysis
47.2%High Overlap
13 common stocksRank #13026 / 20,000
Investor takeaway: At 47.2% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (13)
| Stock | Wt% in Franklin India Focused Equity | Wt% in Franklin India Large Cap | Overlap |
|---|---|---|---|
ICICI Bank Ltd Banks | 7.67% | 8.01% | 7.67% |
HDFC Bank Ltd Banks | 8.93% | 7.44% | 7.44% |
Axis Bank Ltd Banks | 7.42% | 5.82% | 5.82% |
Reliance Industries Ltd Petroleum Products | 6.02% | 5.07% | 5.07% |
Eternal Ltd Retailing | 4.77% | 4.92% | 4.77% |
Sun Pharmaceutical Industries Ltd Pharmaceuticals & Biotechnology | 4.22% | 3.28% | 3.28% |
State Bank of India Banks | 3.47% | 2.61% | 2.61% |
Infosys Ltd IT - Software | 2.47% | 2.42% | 2.42% |
Hindustan Unilever Ltd Diversified FMCG | 2.31% | 2.58% | 2.31% |
HDFC Life Insurance Co Ltd Insurance | 2.77% | 1.79% | 1.79% |
Kotak Mahindra Bank Ltd Banks | 1.54% | 5.20% | 1.54% |
PB Fintech Ltd Financial Technology (Fintech) | 2.93% | 1.48% | 1.48% |
Tata Consultancy Services Ltd IT - Software | 5.76% | 1.00% | 1.00% |
Unique to Franklin India Focused Equity
- Bharti Airtel Ltd5.42%
- Tata Steel Ltd3.85%
- Maruti Suzuki India Ltd3.77%
Unique to Franklin India Large Cap
- Mahindra & Mahindra Ltd4.43%
- HCL Technologies Ltd3.92%
- Torrent Pharmaceuticals Ltd3.33%
Sector Overlap Breakdown
Banks25.1% (5)
Petroleum Products5.1% (1)
Retailing4.8% (1)
IT - Software3.4% (2)
Pharmaceuticals & Biotechnology3.3% (1)
Diversified FMCG2.3% (1)
Insurance1.8% (1)
Financial Technology (Fintech)1.5% (1)
More comparisons for Franklin India Focused Equity
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More comparisons for Franklin India Large Cap
- vs HDFC NIFTY Top 20 Equal Weight54.4% · 15 stocks
- vs Mirae Asset Nifty Top 20 Equal54.4% · 15 stocks
- vs ADITYA BIRLA SUN LIFE LARGE CA54.1% · 25 stocks
- vs HDFC BSE Sensex Index52.0% · 18 stocks
- vs HDFC BSE SENSEX ETF52.0% · 18 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.