Franklin India Focused Equity Fund vs Kotak Large Cap Fund
Franklin vs Kotak· Portfolio Overlap Analysis
48.8%High Overlap
16 common stocksRank #11359 / 20,000
Investor takeaway: At 48.8% 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 Kotak Large Cap | Overlap |
|---|---|---|---|
ICICI Bank Ltd Banks | 7.67% | 7.36% | 7.36% |
HDFC Bank Ltd Banks | 8.93% | 7.01% | 7.01% |
Reliance Industries Ltd Petroleum Products | 6.02% | 6.39% | 6.02% |
Bharti Airtel Ltd Telecom - Services | 5.42% | 3.78% | 3.78% |
State Bank of India Banks | 3.47% | 4.83% | 3.47% |
Axis Bank Ltd Banks | 7.42% | 3.35% | 3.35% |
Sun Pharmaceutical Industries Ltd Pharmaceuticals & Biotechnology | 4.22% | 2.59% | 2.59% |
Infosys Ltd IT - Software | 2.47% | 3.32% | 2.47% |
Maruti Suzuki India Ltd Automobiles | 3.77% | 2.41% | 2.41% |
Tata Steel Ltd Ferrous Metals | 3.85% | 2.14% | 2.14% |
Interglobe Aviation Ltd Transport Services | 2.98% | 1.83% | 1.83% |
Tata Consultancy Services Ltd IT - Software | 5.76% | 1.68% | 1.68% |
Kotak Mahindra Bank Ltd Banks | 1.54% | 1.55% | 1.54% |
Eternal Ltd Retailing | 4.77% | 1.38% | 1.38% |
Hindustan Unilever Ltd Diversified FMCG | 2.31% | 0.97% | 0.97% |
HDFC Life Insurance Co Ltd Insurance | 2.77% | 0.82% | 0.82% |
Unique to Franklin India Focused Equity
All top holdings are shared with the other fund.
Unique to Kotak Large Cap
- Larsen and Toubro Ltd.4.22%
- BAJAJ FINANCE LTD.3.14%
- Mahindra & Mahindra Ltd.2.90%
Sector Overlap Breakdown
Banks22.7% (5)
Petroleum Products6.0% (1)
IT - Software4.2% (2)
Telecom - Services3.8% (1)
Pharmaceuticals & Biotechnology2.6% (1)
Automobiles2.4% (1)
Ferrous Metals2.1% (1)
Transport Services1.8% (1)
Retailing1.4% (1)
Diversified FMCG1.0% (1)
Insurance0.8% (1)
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More comparisons for Kotak Large Cap
- vs CANARA ROBECO LARGE CAP67.7% · 31 stocks
- vs ADITYA BIRLA SUN LIFE NIFTY 5067.1% · 28 stocks
- vs Bajaj Finserv Nifty 50 Index67.1% · 28 stocks
- vs Bajaj Finserv Nifty 50 ETF67.1% · 28 stocks
- vs Baroda BNP Paribas Nifty 50 In67.1% · 28 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.