Franklin India Large Cap Fund vs PGIM INDIA LARGE CAP FUND

Franklin vs PGIM· Portfolio Overlap Analysis

46.8%High Overlap
23 common stocksRank #13600 / 20,000

Investor takeaway: At 46.8% 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 (23)

StockWt% in Franklin India Large CapWt% in PGIM INDIA LARGE CAPOverlap
ICICI Bank Ltd
Banks
8.01%7.94%7.94%
HDFC Bank Ltd
Banks
7.44%8.93%7.44%
Reliance Industries Ltd
Petroleum Products
5.07%6.64%5.07%
Kotak Mahindra Bank Ltd
Banks
5.20%2.94%2.94%
State Bank of India
Banks
2.61%2.91%2.61%
Eternal Ltd
Retailing
4.92%2.26%2.26%
Larsen & Toubro Ltd
Construction
2.18%4.44%2.18%
Titan Co Ltd
Consumer Durables
1.96%2.30%1.96%
Infosys Ltd
IT - Software
2.42%1.68%1.68%
Mahindra & Mahindra Ltd
Automobiles
4.43%1.67%1.67%
Ultratech Cement Ltd
Cement & Cement Products
1.07%2.04%1.07%
PB Fintech Ltd
Financial Technology (Fintech)
1.48%1.06%1.06%
Max Healthcare Institute Ltd
Healthcare Services
1.39%1.06%1.06%
Tata Consultancy Services Ltd
IT - Software
1.00%2.56%1.00%
Asian Paints Ltd
Consumer Durables
1.88%0.99%0.99%
Vishal Mega Mart Ltd
Retailing
1.17%0.96%0.96%
Sun Pharmaceutical Industries Ltd
Pharmaceuticals & Biotechnology
3.28%0.91%0.91%
Torrent Pharmaceuticals Ltd
Pharmaceuticals & Biotechnology
3.33%0.80%0.80%
ICICI Lombard General Insurance Co Ltd
Insurance
0.80%1.03%0.80%
HDFC Life Insurance Co Ltd
Insurance
1.79%0.74%0.74%
Dixon Technologies (India) Ltd
Consumer Durables
1.52%0.68%0.68%
Hindalco Industries Ltd
Non - Ferrous Metals
1.01%0.65%0.65%
ICICI Prudential Asset Management Co Ltd
Capital Markets
0.31%1.07%0.31%

Unique to Franklin India Large Cap

  • Axis Bank Ltd5.82%
  • HCL Technologies Ltd3.92%

Unique to PGIM INDIA LARGE CAP

  • Bharti Airtel Ltd.4.72%
  • Bajaj Finance Ltd.2.94%

Sector Overlap Breakdown

Banks
20.9% (4)
Petroleum Products
5.1% (1)
Consumer Durables
3.6% (3)
Retailing
3.2% (2)
IT - Software
2.7% (2)
Construction
2.2% (1)
Pharmaceuticals & Biotechnology
1.7% (2)
Automobiles
1.7% (1)
Insurance
1.5% (2)
Cement & Cement Products
1.1% (1)
Financial Technology (Fintech)
1.1% (1)
Healthcare Services
1.1% (1)
Non - Ferrous Metals
0.7% (1)
Capital Markets
0.3% (1)

More comparisons for Franklin India Large Cap

More comparisons for PGIM INDIA LARGE CAP

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