Franklin India Focused Equity Fund vs Templeton India Value Fund
Franklin vs Franklin· Portfolio Overlap Analysis
47.1%High Overlap
12 common stocksRank #13146 / 20,000
Investor takeaway: At 47.1% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (12)
| Stock | Wt% in Franklin India Focused Equity | Wt% in Templeton India Value | Overlap |
|---|---|---|---|
HDFC Bank Ltd Banks | 8.93% | 7.47% | 7.47% |
Axis Bank Ltd Banks | 7.42% | 6.75% | 6.75% |
Reliance Industries Ltd Petroleum Products | 6.02% | 5.87% | 5.87% |
ICICI Bank Ltd Banks | 7.67% | 4.74% | 4.74% |
Tata Consultancy Services Ltd IT - Software | 5.76% | 4.32% | 4.32% |
State Bank of India Banks | 3.47% | 4.85% | 3.47% |
Maruti Suzuki India Ltd Automobiles | 3.77% | 3.42% | 3.42% |
Cipla Ltd Pharmaceuticals & Biotechnology | 3.72% | 2.99% | 2.99% |
Infosys Ltd IT - Software | 2.47% | 3.57% | 2.47% |
Tata Steel Ltd Ferrous Metals | 3.85% | 2.35% | 2.35% |
Ashok Leyland Ltd Agricultural, Commercial & Construction Vehicles | 1.83% | 1.85% | 1.83% |
REC Ltd Finance | 1.44% | 2.02% | 1.44% |
Unique to Franklin India Focused Equity
- Bharti Airtel Ltd5.42%
- Eternal Ltd4.77%
- Sun Pharmaceutical Industries Ltd4.22%
Unique to Templeton India Value
- Oil & Natural Gas Corporation Ltd3.72%
Sector Overlap Breakdown
Banks22.4% (4)
IT - Software6.8% (2)
Petroleum Products5.9% (1)
Automobiles3.4% (1)
Pharmaceuticals & Biotechnology3.0% (1)
Ferrous Metals2.4% (1)
Agricultural, Commercial & Construction Vehicles1.8% (1)
Finance1.4% (1)
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More comparisons for Templeton India Value
- vs ICICI Prudential Value47.0% · 25 stocks
- vs Bajaj Finserv Nifty 50 Index44.1% · 17 stocks
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- vs HDFC NIFTY 50 ETF44.1% · 17 stocks
- vs HDFC Nifty 50 Index44.1% · 17 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.