Franklin India Focused Equity Fund vs ICICI Prudential Equity Minimum Variance Fund
Franklin vs ICICI· Portfolio Overlap Analysis
50.8%High Overlap
16 common stocksRank #9329 / 20,000
Investor takeaway: At 50.8% 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 (16)
| Stock | Wt% in Franklin India Focused Equity | Wt% in ICICI Prudential Equity Minimu | Overlap |
|---|---|---|---|
ICICI Bank Ltd Banks | 7.67% | 7.85% | 7.67% |
Reliance Industries Ltd Petroleum Products | 6.02% | 5.95% | 5.95% |
HDFC Bank Ltd Banks | 8.93% | 4.68% | 4.68% |
Bharti Airtel Ltd Telecom - Services | 5.42% | 3.74% | 3.74% |
Sun Pharmaceutical Industries Ltd Pharmaceuticals & Biotechnology | 4.22% | 3.62% | 3.62% |
Axis Bank Ltd Banks | 7.42% | 3.55% | 3.55% |
Tata Consultancy Services Ltd IT - Software | 5.76% | 3.00% | 3.00% |
Maruti Suzuki India Ltd Automobiles | 3.77% | 2.99% | 2.99% |
HDFC Life Insurance Co Ltd Insurance | 2.77% | 4.42% | 2.77% |
Cipla Ltd Pharmaceuticals & Biotechnology | 3.72% | 2.76% | 2.76% |
Infosys Ltd IT - Software | 2.47% | 2.78% | 2.47% |
Hindustan Unilever Ltd Diversified FMCG | 2.31% | 4.10% | 2.31% |
State Bank of India Banks | 3.47% | 1.97% | 1.97% |
Interglobe Aviation Ltd Transport Services | 2.98% | 1.56% | 1.56% |
Kotak Mahindra Bank Ltd Banks | 1.54% | 1.68% | 1.54% |
J.K. Cement Ltd Cement & Cement Products | 0.17% | 1.61% | 0.17% |
Unique to Franklin India Focused Equity
- Eternal Ltd4.77%
- Tata Steel Ltd3.85%
Unique to ICICI Prudential Equity Minimu
- Bajaj Auto Ltd.3.96%
- Bajaj Finserv Ltd.3.74%
- Ultratech Cement Ltd.3.61%
Sector Overlap Breakdown
Banks19.4% (5)
Pharmaceuticals & Biotechnology6.4% (2)
Petroleum Products6.0% (1)
IT - Software5.5% (2)
Telecom - Services3.7% (1)
Automobiles3.0% (1)
Insurance2.8% (1)
Diversified FMCG2.3% (1)
Transport Services1.6% (1)
Cement & Cement Products0.2% (1)
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More comparisons for ICICI Prudential Equity Minimu
- vs Kotak Nifty 100 Low Volatility60.7% · 24 stocks
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- vs HDFC NIFTY100 Low Volatility 360.0% · 24 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.