Franklin India Large Cap Fund vs SBI Large Cap Fund
Franklin vs SBI· Portfolio Overlap Analysis
44.4%High Overlap
17 common stocksRank #17024 / 20,000
Investor takeaway: At 44.4% 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 (17)
| Stock | Wt% in Franklin India Large Cap | Wt% in SBI Large Cap | Overlap |
|---|---|---|---|
ICICI Bank Ltd Banks | 8.01% | 8.20% | 8.01% |
HDFC Bank Ltd Banks | 7.44% | 6.54% | 6.54% |
Reliance Industries Ltd Petroleum Products | 5.07% | 6.18% | 5.07% |
Kotak Mahindra Bank Ltd Banks | 5.20% | 3.46% | 3.46% |
Axis Bank Ltd Banks | 5.82% | 3.44% | 3.44% |
State Bank of India Banks | 2.61% | 4.16% | 2.61% |
Infosys Ltd IT - Software | 2.42% | 3.16% | 2.42% |
Larsen & Toubro Ltd Construction | 2.18% | 5.73% | 2.18% |
Hindustan Unilever Ltd Diversified FMCG | 2.58% | 1.94% | 1.94% |
Asian Paints Ltd Consumer Durables | 1.88% | 3.57% | 1.88% |
HDFC Life Insurance Co Ltd Insurance | 1.79% | 3.75% | 1.79% |
Tata Motors Ltd Agricultural, Commercial & Construction Vehicles | 1.66% | 3.48% | 1.66% |
Eternal Ltd Retailing | 4.92% | 1.29% | 1.29% |
Hindalco Industries Ltd Non - Ferrous Metals | 1.01% | 1.84% | 1.01% |
ICICI Lombard General Insurance Co Ltd Insurance | 0.80% | 0.88% | 0.80% |
ICICI Prudential Asset Management Co Ltd Capital Markets | 0.31% | 1.20% | 0.31% |
Kwality Wall’s India Ltd Food Products | 0.03% | 0.02% | 0.02% |
Unique to Franklin India Large Cap
- Mahindra & Mahindra Ltd4.43%
- HCL Technologies Ltd3.92%
- Torrent Pharmaceuticals Ltd3.33%
- Sun Pharmaceutical Industries Ltd3.28%
Unique to SBI Large Cap
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks24.1% (5)
Petroleum Products5.1% (1)
Insurance2.6% (2)
IT - Software2.4% (1)
Construction2.2% (1)
Diversified FMCG1.9% (1)
Consumer Durables1.9% (1)
Agricultural, Commercial & Construction Vehicles1.7% (1)
Retailing1.3% (1)
Non - Ferrous Metals1.0% (1)
Capital Markets0.3% (1)
Food Products0.0% (1)
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More comparisons for SBI Large Cap
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- vs HDFC NIFTY 50 ETF52.4% · 20 stocks
- vs HDFC Nifty 50 Index52.4% · 20 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.