Franklin India Large Cap Fund vs HDFC NIFTY Top 20 Equal Weight Index Fund

Franklin vs HDFC· Portfolio Overlap Analysis

54.4%High Overlap
15 common stocksRank #7051 / 20,000

Investor takeaway: At 54.4% 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 (15)

StockWt% in Franklin India Large CapWt% in HDFC NIFTY Top 20 Equal WeightOverlap
Axis Bank Ltd
Banks
5.82%5.88%5.82%
ICICI Bank Ltd
Banks
8.01%5.33%5.33%
Kotak Mahindra Bank Ltd
Banks
5.20%5.01%5.01%
HDFC Bank Ltd
Banks
7.44%4.67%4.67%
Reliance Industries Ltd
Petroleum Products
5.07%4.67%4.67%
Eternal Ltd
Retailing
4.92%4.56%4.56%
Mahindra & Mahindra Ltd
Automobiles
4.43%4.90%4.43%
HCL Technologies Ltd
IT - Software
3.92%4.37%3.92%
Sun Pharmaceutical Industries Ltd
Pharmaceuticals & Biotechnology
3.28%5.27%3.28%
State Bank of India
Banks
2.61%6.49%2.61%
Hindustan Unilever Ltd
Diversified FMCG
2.58%5.25%2.58%
Infosys Ltd
IT - Software
2.42%4.10%2.42%
Larsen & Toubro Ltd
Construction
2.18%5.52%2.18%
Titan Co Ltd
Consumer Durables
1.96%5.66%1.96%
Tata Consultancy Services Ltd
IT - Software
1.00%4.20%1.00%

Unique to Franklin India Large Cap

  • Torrent Pharmaceuticals Ltd3.33%

Unique to HDFC NIFTY Top 20 Equal Weight

  • Tata Motors Passenger Vehicles Limited5.57%
  • Bajaj Finance Ltd.5.20%

Sector Overlap Breakdown

Banks
23.4% (5)
IT - Software
7.3% (3)
Petroleum Products
4.7% (1)
Retailing
4.6% (1)
Automobiles
4.4% (1)
Pharmaceuticals & Biotechnology
3.3% (1)
Diversified FMCG
2.6% (1)
Construction
2.2% (1)
Consumer Durables
2.0% (1)

More comparisons for Franklin India Large Cap

More comparisons for HDFC NIFTY Top 20 Equal Weight

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