Franklin India Large Cap Fund vs Invesco India Largecap Fund
Franklin vs Invesco· Portfolio Overlap Analysis
42.6%High Overlap
20 common stocksRank #19476 / 20,000
Investor takeaway: At 42.6% 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 (20)
| Stock | Wt% in Franklin India Large Cap | Wt% in Invesco India Largecap | Overlap |
|---|---|---|---|
ICICI Bank Ltd Banks | 8.01% | 7.86% | 7.86% |
HDFC Bank Ltd Banks | 7.44% | 7.22% | 7.22% |
Eternal Ltd Retailing | 4.92% | 3.07% | 3.07% |
Torrent Pharmaceuticals Ltd Pharmaceuticals & Biotechnology | 3.33% | 2.95% | 2.95% |
Infosys Ltd IT - Software | 2.42% | 4.68% | 2.42% |
Axis Bank Ltd Banks | 5.82% | 2.27% | 2.27% |
Larsen & Toubro Ltd Construction | 2.18% | 4.36% | 2.18% |
Titan Co Ltd Consumer Durables | 1.96% | 2.55% | 1.96% |
Asian Paints Ltd Consumer Durables | 1.88% | 2.30% | 1.88% |
ABB India Ltd Electrical Equipment | 1.95% | 1.82% | 1.82% |
Mahindra & Mahindra Ltd Automobiles | 4.43% | 1.56% | 1.56% |
Max Healthcare Institute Ltd Healthcare Services | 1.39% | 2.07% | 1.39% |
Apollo Hospitals Enterprise Ltd Healthcare Services | 2.19% | 1.12% | 1.12% |
Ultratech Cement Ltd Cement & Cement Products | 1.07% | 2.28% | 1.07% |
Vishal Mega Mart Ltd Retailing | 1.17% | 1.04% | 1.04% |
Hindalco Industries Ltd Non - Ferrous Metals | 1.01% | 0.98% | 0.98% |
PB Fintech Ltd Financial Technology (Fintech) | 1.48% | 0.89% | 0.89% |
Dixon Technologies (India) Ltd Consumer Durables | 1.52% | 0.54% | 0.54% |
ICICI Prudential Asset Management Co Ltd Capital Markets | 0.31% | 5.88% | 0.31% |
Kwality Wall’s India Ltd Food Products | 0.03% | 0.03% | 0.03% |
Unique to Franklin India Large Cap
- Kotak Mahindra Bank Ltd5.20%
- Reliance Industries Ltd5.07%
- HCL Technologies Ltd3.92%
- Sun Pharmaceutical Industries Ltd3.28%
Unique to Invesco India Largecap
- Bajaj Finance Ltd3.93%
- Bharti Airtel Limited3.54%
- InterGlobe Aviation Limited3.22%
Sector Overlap Breakdown
Banks17.4% (3)
Consumer Durables4.4% (3)
Retailing4.1% (2)
Pharmaceuticals & Biotechnology3.0% (1)
Healthcare Services2.5% (2)
IT - Software2.4% (1)
Construction2.2% (1)
Electrical Equipment1.8% (1)
Automobiles1.6% (1)
Cement & Cement Products1.1% (1)
Non - Ferrous Metals1.0% (1)
Financial Technology (Fintech)0.9% (1)
Capital Markets0.3% (1)
Food Products0.0% (1)
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.