Franklin India Large Cap Fund vs NIPPON INDIA LARGE CAP FUND

Franklin vs Nippon· Portfolio Overlap Analysis

51.1%High Overlap
26 common stocksRank #9020 / 20,000

Investor takeaway: At 51.1% 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 (26)

StockWt% in Franklin India Large CapWt% in NIPPON INDIA LARGE CAPOverlap
HDFC Bank Ltd
Banks
7.44%8.82%7.44%
ICICI Bank Ltd
Banks
8.01%7.02%7.02%
Reliance Industries Ltd
Petroleum Products
5.07%5.30%5.07%
Axis Bank Ltd
Banks
5.82%4.20%4.20%
State Bank of India
Banks
2.61%3.99%2.61%
Mahindra & Mahindra Ltd
Automobiles
4.43%2.44%2.44%
Infosys Ltd
IT - Software
2.42%2.94%2.42%
Hindustan Unilever Ltd
Diversified FMCG
2.58%2.29%2.29%
Larsen & Toubro Ltd
Construction
2.18%4.24%2.18%
Kotak Mahindra Bank Ltd
Banks
5.20%2.02%2.02%
Tata Power Co Ltd
Power
1.66%1.65%1.65%
ABB India Ltd
Electrical Equipment
1.95%1.17%1.17%
Eternal Ltd
Retailing
4.92%1.10%1.10%
Ultratech Cement Ltd
Cement & Cement Products
1.07%1.42%1.07%
Tata Consultancy Services Ltd
IT - Software
1.00%2.41%1.00%
Tata Motors Ltd
Agricultural, Commercial & Construction Vehicles
1.66%0.99%0.99%
HCL Technologies Ltd
IT - Software
3.92%0.97%0.97%
HDFC Life Insurance Co Ltd
Insurance
1.79%0.77%0.77%
Swiggy Ltd
Retailing
1.42%0.74%0.74%
ICICI Lombard General Insurance Co Ltd
Insurance
0.80%0.74%0.74%
PB Fintech Ltd
Financial Technology (Fintech)
1.48%0.72%0.72%
Sun Pharmaceutical Industries Ltd
Pharmaceuticals & Biotechnology
3.28%0.71%0.71%
Vishal Mega Mart Ltd
Retailing
1.17%0.69%0.69%
Godrej Consumer Products Ltd
Personal Products
1.99%0.49%0.49%
Dixon Technologies (India) Ltd
Consumer Durables
1.52%0.36%0.36%
Hyundai Motor India Ltd
Automobiles
0.25%0.71%0.25%

Unique to Franklin India Large Cap

  • Torrent Pharmaceuticals Ltd3.33%

Unique to NIPPON INDIA LARGE CAP

  • GE Vernova T&D India Limited2.82%
  • Bajaj Finance Limited2.80%
  • ITC Limited2.61%

Sector Overlap Breakdown

Banks
23.3% (5)
Petroleum Products
5.1% (1)
IT - Software
4.4% (3)
Automobiles
2.7% (2)
Retailing
2.5% (3)
Diversified FMCG
2.3% (1)
Construction
2.2% (1)
Power
1.6% (1)
Insurance
1.5% (2)
Electrical Equipment
1.2% (1)
Cement & Cement Products
1.1% (1)
Agricultural, Commercial & Construction Vehicles
1.0% (1)
Financial Technology (Fintech)
0.7% (1)
Pharmaceuticals & Biotechnology
0.7% (1)
Personal Products
0.5% (1)
Consumer Durables
0.4% (1)

More comparisons for Franklin India Large Cap

More comparisons for NIPPON INDIA LARGE CAP

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