Franklin India Large Cap Fund vs HDFC BSE Sensex Index Fund

Franklin vs HDFC· Portfolio Overlap Analysis

52.0%High Overlap
18 common stocksRank #8193 / 20,000

Investor takeaway: At 52.0% 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 (18)

StockWt% in Franklin India Large CapWt% in HDFC BSE Sensex IndexOverlap
ICICI Bank Ltd
Banks
8.01%10.27%8.01%
HDFC Bank Ltd
Banks
7.44%14.07%7.44%
Reliance Industries Ltd
Petroleum Products
5.07%9.83%5.07%
Axis Bank Ltd
Banks
5.82%4.12%4.12%
Kotak Mahindra Bank Ltd
Banks
5.20%3.18%3.18%
Mahindra & Mahindra Ltd
Automobiles
4.43%3.17%3.17%
State Bank of India
Banks
2.61%5.20%2.61%
Infosys Ltd
IT - Software
2.42%4.84%2.42%
Larsen & Toubro Ltd
Construction
2.18%5.21%2.18%
Hindustan Unilever Ltd
Diversified FMCG
2.58%2.17%2.17%
Sun Pharmaceutical Industries Ltd
Pharmaceuticals & Biotechnology
3.28%1.91%1.91%
Titan Co Ltd
Consumer Durables
1.96%1.84%1.84%
Eternal Ltd
Retailing
4.92%1.78%1.78%
HCL Technologies Ltd
IT - Software
3.92%1.53%1.53%
Power Grid Corporation of India Ltd
Power
1.81%1.42%1.42%
Asian Paints Ltd
Consumer Durables
1.88%1.12%1.12%
Ultratech Cement Ltd
Cement & Cement Products
1.07%1.56%1.07%
Tata Consultancy Services Ltd
IT - Software
1.00%2.78%1.00%

Unique to Franklin India Large Cap

  • Torrent Pharmaceuticals Ltd3.33%

Unique to HDFC BSE Sensex Index

  • Bharti Airtel Ltd.5.47%

Sector Overlap Breakdown

Banks
25.4% (5)
Petroleum Products
5.1% (1)
IT - Software
5.0% (3)
Automobiles
3.2% (1)
Consumer Durables
3.0% (2)
Construction
2.2% (1)
Diversified FMCG
2.2% (1)
Pharmaceuticals & Biotechnology
1.9% (1)
Retailing
1.8% (1)
Power
1.4% (1)
Cement & Cement Products
1.1% (1)

More comparisons for Franklin India Large Cap

More comparisons for HDFC BSE Sensex Index

Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.