Franklin India Large Cap Fund vs HDFC Large Cap Fund

Franklin vs HDFC· Portfolio Overlap Analysis

50.3%High Overlap
21 common stocksRank #9934 / 20,000

Investor takeaway: At 50.3% 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 (21)

StockWt% in Franklin India Large CapWt% in HDFC Large CapOverlap
ICICI Bank Ltd
Banks
8.01%9.50%8.01%
HDFC Bank Ltd
Banks
7.44%8.58%7.44%
Kotak Mahindra Bank Ltd
Banks
5.20%5.34%5.20%
Reliance Industries Ltd
Petroleum Products
5.07%4.96%4.96%
Axis Bank Ltd
Banks
5.82%3.70%3.70%
Torrent Pharmaceuticals Ltd
Pharmaceuticals & Biotechnology
3.33%3.44%3.33%
Infosys Ltd
IT - Software
2.42%3.67%2.42%
Titan Co Ltd
Consumer Durables
1.96%4.45%1.96%
State Bank of India
Banks
2.61%1.91%1.91%
Eternal Ltd
Retailing
4.92%1.86%1.86%
Tata Motors Ltd
Agricultural, Commercial & Construction Vehicles
1.66%2.16%1.66%
Larsen & Toubro Ltd
Construction
2.18%1.40%1.40%
Max Healthcare Institute Ltd
Healthcare Services
1.39%1.37%1.37%
Vishal Mega Mart Ltd
Retailing
1.17%1.45%1.17%
Ultratech Cement Ltd
Cement & Cement Products
1.07%1.03%1.03%
Mahindra & Mahindra Ltd
Automobiles
4.43%0.84%0.84%
Swiggy Ltd
Retailing
1.42%0.73%0.73%
Sun Pharmaceutical Industries Ltd
Pharmaceuticals & Biotechnology
3.28%0.51%0.51%
ICICI Prudential Asset Management Co Ltd
Capital Markets
0.31%1.06%0.31%
Hyundai Motor India Ltd
Automobiles
0.25%1.18%0.25%
Hindalco Industries Ltd
Non - Ferrous Metals
1.01%0.21%0.21%

Unique to Franklin India Large Cap

  • HCL Technologies Ltd3.92%

Unique to HDFC Large Cap

  • Bharti Airtel Ltd.5.59%
  • Bajaj Auto Limited3.10%

Sector Overlap Breakdown

Banks
26.3% (5)
Petroleum Products
5.0% (1)
Pharmaceuticals & Biotechnology
3.8% (2)
Retailing
3.8% (3)
IT - Software
2.4% (1)
Consumer Durables
2.0% (1)
Agricultural, Commercial & Construction Vehicles
1.7% (1)
Construction
1.4% (1)
Healthcare Services
1.4% (1)
Automobiles
1.1% (2)
Cement & Cement Products
1.0% (1)
Capital Markets
0.3% (1)
Non - Ferrous Metals
0.2% (1)

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