Franklin India Large Cap Fund vs TATA LARGE CAP FUND
Franklin vs Tata· Portfolio Overlap Analysis
46.8%High Overlap
16 common stocksRank #13601 / 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 (16)
| Stock | Wt% in Franklin India Large Cap | Wt% in TATA LARGE CAP | Overlap |
|---|---|---|---|
ICICI Bank Ltd Banks | 8.01% | 9.12% | 8.01% |
HDFC Bank Ltd Banks | 7.44% | 8.20% | 7.44% |
Reliance Industries Ltd Petroleum Products | 5.07% | 5.26% | 5.07% |
Axis Bank Ltd Banks | 5.82% | 4.08% | 4.08% |
Kotak Mahindra Bank Ltd Banks | 5.20% | 3.72% | 3.72% |
Mahindra & Mahindra Ltd Automobiles | 4.43% | 2.89% | 2.89% |
State Bank of India Banks | 2.61% | 3.54% | 2.61% |
Hindustan Unilever Ltd Diversified FMCG | 2.58% | 2.64% | 2.58% |
Infosys Ltd IT - Software | 2.42% | 3.54% | 2.42% |
Larsen & Toubro Ltd Construction | 2.18% | 3.58% | 2.18% |
HDFC Life Insurance Co Ltd Insurance | 1.79% | 1.93% | 1.79% |
Power Grid Corporation of India Ltd Power | 1.81% | 1.43% | 1.43% |
Hindalco Industries Ltd Non - Ferrous Metals | 1.01% | 1.00% | 1.00% |
Tata Consultancy Services Ltd IT - Software | 1.00% | 2.86% | 1.00% |
ICICI Prudential Asset Management Co Ltd Capital Markets | 0.31% | 1.83% | 0.31% |
Hyundai Motor India Ltd Automobiles | 0.25% | 1.32% | 0.25% |
Unique to Franklin India Large Cap
- Eternal Ltd4.92%
- HCL Technologies Ltd3.92%
- Torrent Pharmaceuticals Ltd3.33%
- Sun Pharmaceutical Industries Ltd3.28%
Unique to TATA LARGE CAP
- BAJAJ FINANCE LTD.3.04%
Sector Overlap Breakdown
Banks25.9% (5)
Petroleum Products5.1% (1)
IT - Software3.4% (2)
Automobiles3.1% (2)
Diversified FMCG2.6% (1)
Construction2.2% (1)
Insurance1.8% (1)
Power1.4% (1)
Non - Ferrous Metals1.0% (1)
Capital Markets0.3% (1)
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More comparisons for TATA LARGE CAP
- vs ADITYA BIRLA SUN LIFE BSE SENS61.5% · 19 stocks
- vs HDFC BSE SENSEX ETF61.5% · 19 stocks
- vs HDFC BSE Sensex Index61.5% · 19 stocks
- vs ICICI Prudential BSE Sensex ET61.5% · 19 stocks
- vs Kotak BSE Sensex ETF61.5% · 19 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.