Franklin India Multi-Factor Fund vs LIC MF LARGE CAP FUND

Franklin vs LIC· Portfolio Overlap Analysis

46.5%High Overlap
21 common stocksRank #13907 / 20,000

Investor takeaway: At 46.5% 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 (21)

StockWt% in Franklin India Multi-FactorWt% in LIC MF LARGE CAPOverlap
HDFC Bank Ltd
Banks
7.04%9.31%7.04%
Reliance Industries Ltd
Petroleum Products
4.99%6.45%4.99%
ICICI Bank Ltd
Banks
4.88%8.03%4.88%
Bharti Airtel Ltd
Telecom - Services
3.92%4.06%3.92%
Larsen & Toubro Ltd
Construction
3.79%5.64%3.79%
Infosys Ltd
IT - Software
3.51%2.73%2.73%
State Bank of India
Banks
2.66%3.32%2.66%
ITC Ltd
Diversified FMCG
2.14%2.57%2.14%
Titan Co Ltd
Consumer Durables
2.07%2.01%2.01%
Hindustan Unilever Ltd
Diversified FMCG
1.89%2.55%1.89%
Tata Consultancy Services Ltd
IT - Software
1.71%1.42%1.42%
Axis Bank Ltd
Banks
1.31%2.79%1.31%
Maruti Suzuki India Ltd
Automobiles
2.04%1.24%1.24%
Mahindra & Mahindra Ltd
Automobiles
1.17%2.16%1.17%
Kotak Mahindra Bank Ltd
Banks
1.08%1.54%1.08%
Hero MotoCorp Ltd
Automobiles
1.34%1.03%1.03%
Shriram Finance Ltd
Finance
1.31%0.92%0.92%
Sun Pharmaceutical Industries Ltd
Pharmaceuticals & Biotechnology
0.91%2.08%0.91%
Power Finance Corporation Ltd
Finance
0.86%1.44%0.86%
Eternal Ltd
Retailing
0.30%1.34%0.30%
Tata Motors Passenger Vehicles Ltd
Automobiles
0.23%2.46%0.23%

Unique to Franklin India Multi-Factor

  • NTPC Ltd2.04%

Unique to LIC MF LARGE CAP

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
17.0% (5)
Petroleum Products
5.0% (1)
IT - Software
4.2% (2)
Diversified FMCG
4.0% (2)
Telecom - Services
3.9% (1)
Construction
3.8% (1)
Automobiles
3.7% (4)
Consumer Durables
2.0% (1)
Finance
1.8% (2)
Pharmaceuticals & Biotechnology
0.9% (1)
Retailing
0.3% (1)

More comparisons for Franklin India Multi-Factor

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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.