Franklin India Multi Cap Fund vs Franklin India Opportunities Fund
Franklin vs Franklin· Portfolio Overlap Analysis
56.8%High Overlap
33 common stocksRank #6123 / 20,000
Investor takeaway: At 56.8% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (33)
| Stock | Wt% in Franklin India Multi Cap | Wt% in Franklin India Opportunities | Overlap |
|---|---|---|---|
Axis Bank Ltd Banks | 4.07% | 6.48% | 4.07% |
State Bank of India Banks | 3.97% | 4.23% | 3.97% |
NTPC Ltd Power | 3.63% | 3.59% | 3.59% |
HDFC Bank Ltd Banks | 2.96% | 2.96% | 2.96% |
APL Apollo Tubes Ltd Industrial Products | 2.86% | 3.42% | 2.86% |
Hindustan Aeronautics Ltd Aerospace & Defense | 2.71% | 2.47% | 2.47% |
Reliance Industries Ltd Petroleum Products | 2.41% | 3.49% | 2.41% |
IDFC First Bank Ltd Banks | 2.10% | 2.26% | 2.10% |
Kirloskar Oil Engines Ltd Industrial Products | 2.01% | 2.13% | 2.01% |
Maruti Suzuki India Ltd Automobiles | 2.01% | 1.83% | 1.83% |
Syrma SGS Technology Ltd Industrial Manufacturing | 2.09% | 1.80% | 1.80% |
Ujjivan Small Finance Bank Ltd Banks | 2.08% | 1.79% | 1.79% |
Tata Motors Ltd Agricultural, Commercial & Construction Vehicles | 1.88% | 1.74% | 1.74% |
Mphasis Ltd IT - Software | 2.80% | 1.65% | 1.65% |
Aster DM Healthcare Ltd Healthcare Services | 1.63% | 1.78% | 1.63% |
Eternal Ltd Retailing | 1.61% | 2.46% | 1.61% |
Ultratech Cement Ltd Cement & Cement Products | 1.59% | 1.71% | 1.59% |
Mahindra & Mahindra Ltd Automobiles | 1.79% | 1.47% | 1.47% |
Bharti Airtel Ltd Telecom - Services | 2.44% | 1.44% | 1.44% |
Tata Communications Ltd Telecom - Services | 1.99% | 1.39% | 1.39% |
Interglobe Aviation Ltd Transport Services | 1.70% | 1.35% | 1.35% |
Amber Enterprises India Ltd Consumer Durables | 1.26% | 2.39% | 1.26% |
Lemon Tree Hotels Ltd Leisure Services | 1.70% | 1.21% | 1.21% |
Akums Drugs And Pharmaceuticals Ltd Pharmaceuticals & Biotechnology | 1.21% | 1.47% | 1.21% |
Eris Lifesciences Ltd Pharmaceuticals & Biotechnology | 1.45% | 1.16% | 1.16% |
Tata Motors Passenger Vehicles Ltd Automobiles | 1.08% | 2.06% | 1.08% |
Sudarshan Chemical Industries Ltd Chemicals & Petrochemicals | 1.07% | 1.56% | 1.07% |
PB Fintech Ltd Financial Technology (Fintech) | 1.01% | 1.91% | 1.01% |
Biocon Ltd Pharmaceuticals & Biotechnology | 1.08% | 0.87% | 0.87% |
Zensar Technologies Ltd IT - Software | 0.67% | 0.72% | 0.67% |
Piramal Pharma Ltd Pharmaceuticals & Biotechnology | 0.52% | 1.14% | 0.52% |
CE Info Systems Ltd IT - Software | 0.50% | 0.78% | 0.50% |
Camlin Fine Sciences Ltd Chemicals & Petrochemicals | 0.48% | 0.55% | 0.48% |
Unique to Franklin India Multi Cap
- Kotak Mahindra Bank Ltd4.51%
- Dabur India Ltd2.95%
- Cummins India Ltd2.60%
Unique to Franklin India Opportunities
- Oil & Natural Gas Corporation Ltd4.37%
- Shriram Finance Ltd2.54%
- PG Electroplast Ltd2.48%
Sector Overlap Breakdown
Banks14.9% (5)
Industrial Products4.9% (2)
Automobiles4.4% (3)
Pharmaceuticals & Biotechnology3.8% (4)
Power3.6% (1)
Telecom - Services2.8% (2)
IT - Software2.8% (3)
Aerospace & Defense2.5% (1)
Petroleum Products2.4% (1)
Industrial Manufacturing1.8% (1)
Agricultural, Commercial & Construction Vehicles1.7% (1)
Healthcare Services1.6% (1)
Retailing1.6% (1)
Cement & Cement Products1.6% (1)
Chemicals & Petrochemicals1.6% (2)
Transport Services1.4% (1)
Consumer Durables1.3% (1)
Leisure Services1.2% (1)
Financial Technology (Fintech)1.0% (1)
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.