Franklin India Focused Equity Fund vs Kotak Focused Fund
Franklin vs Kotak· Portfolio Overlap Analysis
43.9%High Overlap
11 common stocksRank #17648 / 20,000
Investor takeaway: At 43.9% 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 Kotak Focused | Overlap |
|---|---|---|---|
HDFC Bank Ltd Banks | 8.93% | 6.92% | 6.92% |
ICICI Bank Ltd Banks | 7.67% | 5.99% | 5.99% |
Bharti Airtel Ltd Telecom - Services | 5.42% | 5.05% | 5.05% |
Eternal Ltd Retailing | 4.77% | 4.23% | 4.23% |
Maruti Suzuki India Ltd Automobiles | 3.77% | 3.74% | 3.74% |
State Bank of India Banks | 3.47% | 5.42% | 3.47% |
Axis Bank Ltd Banks | 7.42% | 3.35% | 3.35% |
Reliance Industries Ltd Petroleum Products | 6.02% | 3.33% | 3.33% |
Interglobe Aviation Ltd Transport Services | 2.98% | 2.96% | 2.96% |
Infosys Ltd IT - Software | 2.47% | 2.68% | 2.47% |
KEI Industries Ltd Industrial Products | 2.41% | 3.67% | 2.41% |
Unique to Franklin India Focused Equity
- Tata Consultancy Services Ltd5.76%
- Sun Pharmaceutical Industries Ltd4.22%
- Tata Steel Ltd3.85%
Unique to Kotak Focused
- SHRIRAM FINANCE LIMITED5.85%
- Bharat Electronics Ltd.4.20%
- Hero MotoCorp Ltd.3.71%
Sector Overlap Breakdown
Banks19.7% (4)
Telecom - Services5.0% (1)
Retailing4.2% (1)
Automobiles3.7% (1)
Petroleum Products3.3% (1)
Transport Services3.0% (1)
IT - Software2.5% (1)
Industrial Products2.4% (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 Kotak Focused
- vs Kotak Contra56.2% · 23 stocks
- vs Kotak Flexicap52.5% · 19 stocks
- vs Kotak ESG Exclusionary Strateg52.0% · 17 stocks
- vs Kotak Large Cap51.8% · 20 stocks
- vs CANARA ROBECO LARGE CAP48.3% · 19 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.