Franklin India Focused Equity Fund vs ICICI Prudential ESG Exclusionary Strategy Fund
Franklin vs ICICI· Portfolio Overlap Analysis
46.1%High Overlap
16 common stocksRank #14434 / 20,000
Investor takeaway: At 46.1% 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 Focused Equity | Wt% in ICICI Prudential ESG Exclusion | Overlap |
|---|---|---|---|
ICICI Bank Ltd Banks | 7.67% | 7.12% | 7.12% |
HDFC Bank Ltd Banks | 8.93% | 6.53% | 6.53% |
Axis Bank Ltd Banks | 7.42% | 4.94% | 4.94% |
Sun Pharmaceutical Industries Ltd Pharmaceuticals & Biotechnology | 4.22% | 7.31% | 4.22% |
Bharti Airtel Ltd Telecom - Services | 5.42% | 3.96% | 3.96% |
Maruti Suzuki India Ltd Automobiles | 3.77% | 4.29% | 3.77% |
Reliance Industries Ltd Petroleum Products | 6.02% | 2.86% | 2.86% |
Infosys Ltd IT - Software | 2.47% | 2.85% | 2.47% |
State Bank of India Banks | 3.47% | 1.78% | 1.78% |
Interglobe Aviation Ltd Transport Services | 2.98% | 1.61% | 1.61% |
Eternal Ltd Retailing | 4.77% | 1.58% | 1.58% |
REC Ltd Finance | 1.44% | 1.68% | 1.44% |
Tata Consultancy Services Ltd IT - Software | 5.76% | 1.34% | 1.34% |
Hindustan Unilever Ltd Diversified FMCG | 2.31% | 1.04% | 1.04% |
Deepak Nitrite Ltd Chemicals & Petrochemicals | 1.00% | 0.74% | 0.74% |
Kotak Mahindra Bank Ltd Banks | 1.54% | 0.70% | 0.70% |
Unique to Franklin India Focused Equity
- Tata Steel Ltd3.85%
Unique to ICICI Prudential ESG Exclusion
- TVS Motor Company Ltd.5.79%
- Avenue Supermarts Ltd.2.80%
Sector Overlap Breakdown
Banks21.1% (5)
Pharmaceuticals & Biotechnology4.2% (1)
Telecom - Services4.0% (1)
IT - Software3.8% (2)
Automobiles3.8% (1)
Petroleum Products2.9% (1)
Transport Services1.6% (1)
Retailing1.6% (1)
Finance1.4% (1)
Diversified FMCG1.0% (1)
Chemicals & Petrochemicals0.7% (1)
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More comparisons for ICICI Prudential ESG Exclusion
- vs ICICI Prudential ELSS Tax Save57.5% · 27 stocks
- vs ICICI Prudential Long Term Wea52.3% · 17 stocks
- vs ICICI Prudential Dividend Yiel51.4% · 27 stocks
- vs HDFC ELSS Tax saver46.2% · 18 stocks
- vs ICICI Prudential Flexicap44.8% · 21 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.