Franklin India Multi-Factor Fund vs IB11-Groww ELSS Tax Saver Fund
Franklin vs Groww· Portfolio Overlap Analysis
52.5%High Overlap
32 common stocksRank #7813 / 20,000
Investor takeaway: At 52.5% 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 (32)
| Stock | Wt% in Franklin India Multi-Factor | Wt% in IB11-Groww ELSS Tax Saver | Overlap |
|---|---|---|---|
HDFC Bank Ltd Banks | 7.04% | 8.05% | 7.04% |
Reliance Industries Ltd Petroleum Products | 4.99% | 5.46% | 4.99% |
ICICI Bank Ltd Banks | 4.88% | 5.75% | 4.88% |
Larsen & Toubro Ltd Construction | 3.79% | 3.35% | 3.35% |
Bharti Airtel Ltd Telecom - Services | 3.92% | 3.23% | 3.23% |
State Bank of India Banks | 2.66% | 3.53% | 2.66% |
Infosys Ltd IT - Software | 3.51% | 2.49% | 2.49% |
Maruti Suzuki India Ltd Automobiles | 2.04% | 1.77% | 1.77% |
ITC Ltd Diversified FMCG | 2.14% | 1.54% | 1.54% |
Vedanta Ltd Diversified Metals | 1.64% | 1.33% | 1.33% |
Shriram Finance Ltd Finance | 1.31% | 1.36% | 1.31% |
Axis Bank Ltd Banks | 1.31% | 2.60% | 1.31% |
Hindustan Unilever Ltd Diversified FMCG | 1.89% | 1.29% | 1.29% |
Titan Co Ltd Consumer Durables | 2.07% | 1.27% | 1.27% |
Hindalco Industries Ltd Non - Ferrous Metals | 1.23% | 1.66% | 1.23% |
FSN E-Commerce Ventures Ltd Retailing | 1.18% | 1.44% | 1.18% |
Mahindra & Mahindra Ltd Automobiles | 1.17% | 2.35% | 1.17% |
Lupin Ltd Pharmaceuticals & Biotechnology | 1.36% | 1.12% | 1.12% |
Tata Consultancy Services Ltd IT - Software | 1.71% | 1.08% | 1.08% |
Kotak Mahindra Bank Ltd Banks | 1.08% | 2.23% | 1.08% |
Eicher Motors Ltd Automobiles | 1.68% | 1.00% | 1.00% |
Sun Pharmaceutical Industries Ltd Pharmaceuticals & Biotechnology | 0.91% | 1.04% | 0.91% |
Bajaj Finance Ltd Finance | 0.79% | 1.67% | 0.79% |
Bank Of Maharashtra Banks | 0.78% | 1.13% | 0.78% |
Laurus Labs Ltd Pharmaceuticals & Biotechnology | 0.72% | 1.17% | 0.72% |
NTPC Ltd Power | 2.04% | 0.70% | 0.70% |
National Aluminium Co Ltd Non - Ferrous Metals | 0.67% | 0.99% | 0.67% |
Hindustan Petroleum Corporation Ltd Petroleum Products | 1.02% | 0.58% | 0.58% |
HCL Technologies Ltd IT - Software | 1.59% | 0.50% | 0.50% |
Eternal Ltd Retailing | 0.30% | 1.15% | 0.30% |
Tata Motors Passenger Vehicles Ltd Automobiles | 0.23% | 0.63% | 0.23% |
Kwality Wall’s India Ltd Food Products | 0.02% | 0.02% | 0.02% |
Unique to Franklin India Multi-Factor
All top holdings are shared with the other fund.
Unique to IB11-Groww ELSS Tax Saver
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks17.8% (6)
Petroleum Products5.6% (2)
Automobiles4.2% (4)
IT - Software4.1% (3)
Construction3.4% (1)
Telecom - Services3.2% (1)
Diversified FMCG2.8% (2)
Pharmaceuticals & Biotechnology2.8% (3)
Finance2.1% (2)
Non - Ferrous Metals1.9% (2)
Retailing1.5% (2)
Diversified Metals1.3% (1)
Consumer Durables1.3% (1)
Power0.7% (1)
Food Products0.0% (1)
More comparisons for Franklin India Multi-Factor
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- vs LIC MF NIFTY 100 ETF56.7% · 41 stocks
- vs Motilal Oswal Nifty 100 ETF56.7% · 41 stocks
- vs Axis Nifty 100 Index56.7% · 41 stocks
More comparisons for IB11-Groww ELSS Tax Saver
- vs SBI BSE 100 ETF64.0% · 42 stocks
- vs IB33-GROWW NIFTY 200 ETF61.9% · 54 stocks
- vs Parag Parikh Large Cap61.9% · 35 stocks
- vs Axis Nifty 100 Index61.8% · 35 stocks
- vs HDFC NIFTY 100 ETF61.8% · 35 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.