Franklin India Multi-Factor Fund vs Kotak ESG Exclusionary Strategy Fund
Franklin vs Kotak· Portfolio Overlap Analysis
46.0%High Overlap
25 common stocksRank #14549 / 20,000
Investor takeaway: At 46.0% 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 (25)
| Stock | Wt% in Franklin India Multi-Factor | Wt% in Kotak ESG Exclusionary Strateg | Overlap |
|---|---|---|---|
HDFC Bank Ltd Banks | 7.04% | 7.24% | 7.04% |
ICICI Bank Ltd Banks | 4.88% | 5.11% | 4.88% |
Bharti Airtel Ltd Telecom - Services | 3.92% | 7.10% | 3.92% |
Larsen & Toubro Ltd Construction | 3.79% | 4.28% | 3.79% |
Infosys Ltd IT - Software | 3.51% | 3.21% | 3.21% |
State Bank of India Banks | 2.66% | 4.01% | 2.66% |
Tata Consultancy Services Ltd IT - Software | 1.71% | 2.15% | 1.71% |
Bharat Petroleum Corporation Ltd Petroleum Products | 1.37% | 1.43% | 1.37% |
Britannia Industries Ltd Food Products | 1.37% | 1.63% | 1.37% |
Hero MotoCorp Ltd Automobiles | 1.34% | 3.17% | 1.34% |
Shriram Finance Ltd Finance | 1.31% | 3.60% | 1.31% |
Axis Bank Ltd Banks | 1.31% | 4.10% | 1.31% |
HCL Technologies Ltd IT - Software | 1.59% | 1.20% | 1.20% |
Hindustan Unilever Ltd Diversified FMCG | 1.89% | 1.16% | 1.16% |
Reliance Industries Ltd Petroleum Products | 4.99% | 1.12% | 1.12% |
Indus Towers Ltd Telecom - Services | 1.31% | 1.12% | 1.12% |
Kotak Mahindra Bank Ltd Banks | 1.08% | 1.28% | 1.08% |
Hindustan Petroleum Corporation Ltd Petroleum Products | 1.02% | 1.20% | 1.02% |
Maruti Suzuki India Ltd Automobiles | 2.04% | 0.92% | 0.92% |
Mahindra & Mahindra Ltd Automobiles | 1.17% | 0.92% | 0.92% |
Bank of Baroda Banks | 1.39% | 0.89% | 0.89% |
Power Finance Corporation Ltd Finance | 0.86% | 0.92% | 0.86% |
Bajaj Finance Ltd Finance | 0.79% | 4.06% | 0.79% |
NTPC Ltd Power | 2.04% | 0.71% | 0.71% |
Eternal Ltd Retailing | 0.30% | 4.26% | 0.30% |
Unique to Franklin India Multi-Factor
- ITC Ltd2.14%
- Titan Co Ltd2.07%
Unique to Kotak ESG Exclusionary Strateg
- Ultratech Cement Ltd.3.76%
Sector Overlap Breakdown
Banks17.9% (6)
IT - Software6.1% (3)
Telecom - Services5.0% (2)
Construction3.8% (1)
Petroleum Products3.5% (3)
Automobiles3.2% (3)
Finance3.0% (3)
Food Products1.4% (1)
Diversified FMCG1.2% (1)
Power0.7% (1)
Retailing0.3% (1)
More comparisons for Franklin India Multi-Factor
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- vs LIC MF NIFTY 100 ETF56.7% · 41 stocks
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- vs Axis Nifty 100 Index56.7% · 41 stocks
More comparisons for Kotak ESG Exclusionary Strateg
- vs Kotak Large Cap55.3% · 27 stocks
- vs Kotak ELSS Tax Saver55.2% · 25 stocks
- vs Kotak Flexicap55.1% · 29 stocks
- vs Kotak Focused52.0% · 17 stocks
- vs Kotak Large & Midcap50.8% · 28 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.