Franklin India Large Cap Fund vs Franklin India Large & Mid Cap Fund
Franklin vs Franklin· Portfolio Overlap Analysis
51.0%High Overlap
25 common stocksRank #9101 / 20,000
Investor takeaway: At 51.0% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (25)
| Stock | Wt% in Franklin India Large Cap | Wt% in Franklin India Large & Mid Cap | Overlap |
|---|---|---|---|
Eternal Ltd Retailing | 4.92% | 4.55% | 4.55% |
HDFC Bank Ltd Banks | 7.44% | 3.91% | 3.91% |
Axis Bank Ltd Banks | 5.82% | 3.89% | 3.89% |
Kotak Mahindra Bank Ltd Banks | 5.20% | 3.04% | 3.04% |
ICICI Bank Ltd Banks | 8.01% | 2.98% | 2.98% |
Mahindra & Mahindra Ltd Automobiles | 4.43% | 2.96% | 2.96% |
HCL Technologies Ltd IT - Software | 3.92% | 2.85% | 2.85% |
J.B. Chemicals & Pharmaceuticals Ltd Pharmaceuticals & Biotechnology | 2.36% | 4.51% | 2.36% |
Apollo Hospitals Enterprise Ltd Healthcare Services | 2.19% | 2.18% | 2.18% |
State Bank of India Banks | 2.61% | 1.98% | 1.98% |
ABB India Ltd Electrical Equipment | 1.95% | 1.89% | 1.89% |
Power Grid Corporation of India Ltd Power | 1.81% | 1.81% | 1.81% |
Sun Pharmaceutical Industries Ltd Pharmaceuticals & Biotechnology | 3.28% | 1.68% | 1.68% |
Info Edge (India) Ltd Retailing | 1.61% | 1.99% | 1.61% |
Tata Power Co Ltd Power | 1.66% | 1.58% | 1.58% |
Infosys Ltd IT - Software | 2.42% | 1.57% | 1.57% |
Dixon Technologies (India) Ltd Consumer Durables | 1.52% | 1.81% | 1.52% |
PB Fintech Ltd Financial Technology (Fintech) | 1.48% | 2.57% | 1.48% |
Swiggy Ltd Retailing | 1.42% | 4.01% | 1.42% |
Max Healthcare Institute Ltd Healthcare Services | 1.39% | 1.85% | 1.39% |
Vishal Mega Mart Ltd Retailing | 1.17% | 1.82% | 1.17% |
Crompton Greaves Consumer Electricals Ltd Consumer Durables | 1.06% | 2.06% | 1.06% |
Oberoi Realty Ltd Realty | 0.83% | 0.99% | 0.83% |
ICICI Lombard General Insurance Co Ltd Insurance | 0.80% | 2.12% | 0.80% |
Brigade Enterprises Ltd Realty | 0.47% | 1.63% | 0.47% |
Unique to Franklin India Large Cap
- Reliance Industries Ltd5.07%
- Torrent Pharmaceuticals Ltd3.33%
Unique to Franklin India Large & Mid Cap
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks15.8% (5)
Retailing8.8% (4)
IT - Software4.4% (2)
Pharmaceuticals & Biotechnology4.0% (2)
Healthcare Services3.6% (2)
Power3.4% (2)
Automobiles3.0% (1)
Consumer Durables2.6% (2)
Electrical Equipment1.9% (1)
Financial Technology (Fintech)1.5% (1)
Realty1.3% (2)
Insurance0.8% (1)
More comparisons for Franklin India Large Cap
- vs HDFC NIFTY Top 20 Equal Weight54.4% · 15 stocks
- vs Mirae Asset Nifty Top 20 Equal54.4% · 15 stocks
- vs ADITYA BIRLA SUN LIFE LARGE CA54.1% · 25 stocks
- vs HDFC BSE Sensex Index52.0% · 18 stocks
- vs HDFC BSE SENSEX ETF52.0% · 18 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.