Franklin India Focused Equity Fund vs HDFC Focused Fund
Franklin vs HDFC· Portfolio Overlap Analysis
45.8%High Overlap
11 common stocksRank #14912 / 20,000
Investor takeaway: At 45.8% 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 (11)
| Stock | Wt% in Franklin India Focused Equity | Wt% in HDFC Focused | Overlap |
|---|---|---|---|
HDFC Bank Ltd Banks | 8.93% | 9.17% | 8.93% |
ICICI Bank Ltd Banks | 7.67% | 9.50% | 7.67% |
Axis Bank Ltd Banks | 7.42% | 7.65% | 7.42% |
Maruti Suzuki India Ltd Automobiles | 3.77% | 3.74% | 3.74% |
Cipla Ltd Pharmaceuticals & Biotechnology | 3.72% | 3.79% | 3.72% |
Bharti Airtel Ltd Telecom - Services | 5.42% | 3.54% | 3.54% |
State Bank of India Banks | 3.47% | 6.07% | 3.47% |
Tata Steel Ltd Ferrous Metals | 3.85% | 2.50% | 2.50% |
Interglobe Aviation Ltd Transport Services | 2.98% | 2.10% | 2.10% |
Kotak Mahindra Bank Ltd Banks | 1.54% | 5.78% | 1.54% |
Eternal Ltd Retailing | 4.77% | 1.15% | 1.15% |
Unique to Franklin India Focused Equity
- Reliance Industries Ltd6.02%
- Tata Consultancy Services Ltd5.76%
- Sun Pharmaceutical Industries Ltd4.22%
Unique to HDFC Focused
- HCL Technologies Ltd.3.97%
- SBI Life Insurance Company Ltd.3.53%
Sector Overlap Breakdown
Banks29.0% (5)
Automobiles3.7% (1)
Pharmaceuticals & Biotechnology3.7% (1)
Telecom - Services3.5% (1)
Ferrous Metals2.5% (1)
Transport Services2.1% (1)
Retailing1.1% (1)
More comparisons for Franklin India Focused Equity
- vs HDFC BSE Sensex Index53.3% · 15 stocks
- vs Kotak BSE Sensex ETF53.3% · 15 stocks
- vs LIC MF BSE SENSEX ETF53.3% · 15 stocks
- vs Mirae Asset BSE Sensex ETF53.3% · 15 stocks
- vs ADITYA BIRLA SUN LIFE BSE SENS53.3% · 15 stocks
More comparisons for HDFC Focused
- vs HDFC Flexi Cap67.3% · 27 stocks
- vs HDFC ELSS Tax saver64.7% · 22 stocks
- vs Motilal Oswal Nifty Services S46.1% · 11 stocks
- vs HDFC Retirement Savings Fund -44.7% · 17 stocks
- vs EDELWEISS FINANCIAL SERVICES44.0% · 7 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.