Franklin India Large Cap Fund vs Mahindra Manulife Large Cap Fund

Franklin vs Mahindra· Portfolio Overlap Analysis

47.5%High Overlap
19 common stocksRank #12697 / 20,000

Investor takeaway: At 47.5% 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 Mahindra Manulife Large CapOverlap
ICICI Bank Ltd
Banks
8.01%9.06%8.01%
HDFC Bank Ltd
Banks
7.44%8.55%7.44%
Reliance Industries Ltd
Petroleum Products
5.07%7.77%5.07%
Axis Bank Ltd
Banks
5.82%4.28%4.28%
Mahindra & Mahindra Ltd
Automobiles
4.43%2.62%2.62%
State Bank of India
Banks
2.61%3.83%2.61%
Hindustan Unilever Ltd
Diversified FMCG
2.58%3.00%2.58%
Infosys Ltd
IT - Software
2.42%4.41%2.42%
Larsen & Toubro Ltd
Construction
2.18%4.33%2.18%
Titan Co Ltd
Consumer Durables
1.96%1.89%1.89%
Kotak Mahindra Bank Ltd
Banks
5.20%1.77%1.77%
Tata Motors Ltd
Agricultural, Commercial & Construction Vehicles
1.66%1.45%1.45%
Sun Pharmaceutical Industries Ltd
Pharmaceuticals & Biotechnology
3.28%1.08%1.08%
Tata Consultancy Services Ltd
IT - Software
1.00%3.29%1.00%
ICICI Lombard General Insurance Co Ltd
Insurance
0.80%0.87%0.80%
Info Edge (India) Ltd
Retailing
1.61%0.78%0.78%
Swiggy Ltd
Retailing
1.42%0.74%0.74%
Power Grid Corporation of India Ltd
Power
1.81%0.49%0.49%
Hyundai Motor India Ltd
Automobiles
0.25%0.88%0.25%

Unique to Franklin India Large Cap

  • Eternal Ltd4.92%
  • HCL Technologies Ltd3.92%
  • Torrent Pharmaceuticals Ltd3.33%

Unique to Mahindra Manulife Large Cap

  • Bajaj Finserv Limited4.73%
  • Bharti Airtel Limited3.90%

Sector Overlap Breakdown

Banks
24.1% (5)
Petroleum Products
5.1% (1)
IT - Software
3.4% (2)
Automobiles
2.9% (2)
Diversified FMCG
2.6% (1)
Construction
2.2% (1)
Consumer Durables
1.9% (1)
Retailing
1.5% (2)
Agricultural, Commercial & Construction Vehicles
1.4% (1)
Pharmaceuticals & Biotechnology
1.1% (1)
Insurance
0.8% (1)
Power
0.5% (1)

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