Franklin India Multi-Factor Fund vs Kotak Large Cap Fund
Franklin vs Kotak· Portfolio Overlap Analysis
53.1%High Overlap
28 common stocksRank #7629 / 20,000
Investor takeaway: At 53.1% 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 (28)
| Stock | Wt% in Franklin India Multi-Factor | Wt% in Kotak Large Cap | Overlap |
|---|---|---|---|
HDFC Bank Ltd Banks | 7.04% | 7.01% | 7.01% |
Reliance Industries Ltd Petroleum Products | 4.99% | 6.39% | 4.99% |
ICICI Bank Ltd Banks | 4.88% | 7.36% | 4.88% |
Larsen & Toubro Ltd Construction | 3.79% | 4.22% | 3.79% |
Bharti Airtel Ltd Telecom - Services | 3.92% | 3.78% | 3.78% |
Infosys Ltd IT - Software | 3.51% | 3.32% | 3.32% |
State Bank of India Banks | 2.66% | 4.83% | 2.66% |
ITC Ltd Diversified FMCG | 2.14% | 2.05% | 2.05% |
NTPC Ltd Power | 2.04% | 2.89% | 2.04% |
Maruti Suzuki India Ltd Automobiles | 2.04% | 2.41% | 2.04% |
Tata Consultancy Services Ltd IT - Software | 1.71% | 1.68% | 1.68% |
Bharat Petroleum Corporation Ltd Petroleum Products | 1.37% | 1.49% | 1.37% |
Shriram Finance Ltd Finance | 1.31% | 1.98% | 1.31% |
Axis Bank Ltd Banks | 1.31% | 3.35% | 1.31% |
Mahindra & Mahindra Ltd Automobiles | 1.17% | 2.90% | 1.17% |
Kotak Mahindra Bank Ltd Banks | 1.08% | 1.55% | 1.08% |
Cummins India Ltd Industrial Products | 1.45% | 1.07% | 1.07% |
Hindalco Industries Ltd Non - Ferrous Metals | 1.23% | 1.02% | 1.02% |
Hindustan Unilever Ltd Diversified FMCG | 1.89% | 0.97% | 0.97% |
Sun Pharmaceutical Industries Ltd Pharmaceuticals & Biotechnology | 0.91% | 2.59% | 0.91% |
Coromandel International Ltd Fertilizers & Agrochemicals | 0.91% | 1.22% | 0.91% |
Power Finance Corporation Ltd Finance | 0.86% | 0.84% | 0.84% |
Bajaj Finance Ltd Finance | 0.79% | 3.14% | 0.79% |
Britannia Industries Ltd Food Products | 1.37% | 0.77% | 0.77% |
Hero MotoCorp Ltd Automobiles | 1.34% | 0.56% | 0.56% |
Polycab India Ltd Industrial Products | 1.38% | 0.34% | 0.34% |
Eternal Ltd Retailing | 0.30% | 1.38% | 0.30% |
Bank Of Maharashtra Banks | 0.78% | 0.15% | 0.15% |
Unique to Franklin India Multi-Factor
- Titan Co Ltd2.07%
Unique to Kotak Large Cap
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks17.1% (6)
Petroleum Products6.4% (2)
IT - Software5.0% (2)
Construction3.8% (1)
Telecom - Services3.8% (1)
Automobiles3.8% (3)
Diversified FMCG3.0% (2)
Finance2.9% (3)
Power2.0% (1)
Industrial Products1.4% (2)
Non - Ferrous Metals1.0% (1)
Pharmaceuticals & Biotechnology0.9% (1)
Fertilizers & Agrochemicals0.9% (1)
Food Products0.8% (1)
Retailing0.3% (1)
More comparisons for Franklin India Multi-Factor
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More comparisons for Kotak Large Cap
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- vs ADITYA BIRLA SUN LIFE NIFTY 5067.1% · 28 stocks
- vs Bajaj Finserv Nifty 50 Index67.1% · 28 stocks
- vs Bajaj Finserv Nifty 50 ETF67.1% · 28 stocks
- vs Baroda BNP Paribas Nifty 50 In67.1% · 28 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.