Franklin India Large Cap Fund vs IB01-Groww Large Cap Fund

Franklin vs Groww· Portfolio Overlap Analysis

46.1%High Overlap
19 common stocksRank #14461 / 20,000

Investor takeaway: At 46.1% 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 (19)

StockWt% in Franklin India Large CapWt% in IB01-Groww Large CapOverlap
ICICI Bank Ltd
Banks
8.01%8.30%8.01%
HDFC Bank Ltd
Banks
7.44%7.80%7.44%
Reliance Industries Ltd
Petroleum Products
5.07%4.31%4.31%
Axis Bank Ltd
Banks
5.82%2.61%2.61%
Torrent Pharmaceuticals Ltd
Pharmaceuticals & Biotechnology
3.33%2.61%2.61%
State Bank of India
Banks
2.61%4.64%2.61%
Mahindra & Mahindra Ltd
Automobiles
4.43%2.60%2.60%
Kotak Mahindra Bank Ltd
Banks
5.20%2.47%2.47%
Larsen & Toubro Ltd
Construction
2.18%6.74%2.18%
Eternal Ltd
Retailing
4.92%2.04%2.04%
Infosys Ltd
IT - Software
2.42%2.03%2.03%
Sun Pharmaceutical Industries Ltd
Pharmaceuticals & Biotechnology
3.28%1.54%1.54%
Apollo Hospitals Enterprise Ltd
Healthcare Services
2.19%1.48%1.48%
Hindustan Unilever Ltd
Diversified FMCG
2.58%1.15%1.15%
Ultratech Cement Ltd
Cement & Cement Products
1.07%2.48%1.07%
Max Healthcare Institute Ltd
Healthcare Services
1.39%0.93%0.93%
ABB India Ltd
Electrical Equipment
1.95%0.53%0.53%
Swiggy Ltd
Retailing
1.42%0.44%0.44%
Kwality Wall’s India Ltd
Food Products
0.03%0.01%0.01%

Unique to Franklin India Large Cap

  • HCL Technologies Ltd3.92%

Unique to IB01-Groww Large Cap

  • Bharti Airtel Limited4.13%
  • Cummins India Limited3.39%
  • Bajaj Finance Limited3.32%

Sector Overlap Breakdown

Banks
23.1% (5)
Petroleum Products
4.3% (1)
Pharmaceuticals & Biotechnology
4.2% (2)
Automobiles
2.6% (1)
Retailing
2.5% (2)
Healthcare Services
2.4% (2)
Construction
2.2% (1)
IT - Software
2.0% (1)
Diversified FMCG
1.1% (1)
Cement & Cement Products
1.1% (1)
Electrical Equipment
0.5% (1)
Food Products
0.0% (1)

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