Franklin India Multi-Factor Fund vs Mahindra Manulife Large Cap Fund

Franklin vs Mahindra· Portfolio Overlap Analysis

48.1%High Overlap
21 common stocksRank #12087 / 20,000

Investor takeaway: At 48.1% 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 (21)

StockWt% in Franklin India Multi-FactorWt% in Mahindra Manulife Large CapOverlap
HDFC Bank Ltd
Banks
7.04%8.55%7.04%
Reliance Industries Ltd
Petroleum Products
4.99%7.77%4.99%
ICICI Bank Ltd
Banks
4.88%9.06%4.88%
Bharti Airtel Ltd
Telecom - Services
3.92%3.90%3.90%
Larsen & Toubro Ltd
Construction
3.79%4.33%3.79%
Infosys Ltd
IT - Software
3.51%4.41%3.51%
State Bank of India
Banks
2.66%3.83%2.66%
NTPC Ltd
Power
2.04%2.17%2.04%
Titan Co Ltd
Consumer Durables
2.07%1.89%1.89%
Hindustan Unilever Ltd
Diversified FMCG
1.89%3.00%1.89%
Tata Consultancy Services Ltd
IT - Software
1.71%3.29%1.71%
Britannia Industries Ltd
Food Products
1.37%1.42%1.37%
Shriram Finance Ltd
Finance
1.31%1.80%1.31%
Axis Bank Ltd
Banks
1.31%4.28%1.31%
Indus Towers Ltd
Telecom - Services
1.31%1.29%1.29%
Mahindra & Mahindra Ltd
Automobiles
1.17%2.62%1.17%
Kotak Mahindra Bank Ltd
Banks
1.08%1.77%1.08%
Sun Pharmaceutical Industries Ltd
Pharmaceuticals & Biotechnology
0.91%1.08%0.91%
Nestle India Ltd
Food Products
0.64%1.02%0.64%
Cummins India Ltd
Industrial Products
1.45%0.47%0.47%
Oil & Natural Gas Corporation Ltd
Oil
0.27%1.46%0.27%

Unique to Franklin India Multi-Factor

  • ITC Ltd2.14%

Unique to Mahindra Manulife Large Cap

  • Bajaj Finserv Limited4.73%

Sector Overlap Breakdown

Banks
17.0% (5)
IT - Software
5.2% (2)
Telecom - Services
5.2% (2)
Petroleum Products
5.0% (1)
Construction
3.8% (1)
Power
2.0% (1)
Food Products
2.0% (2)
Consumer Durables
1.9% (1)
Diversified FMCG
1.9% (1)
Finance
1.3% (1)
Automobiles
1.2% (1)
Pharmaceuticals & Biotechnology
0.9% (1)
Industrial Products
0.5% (1)
Oil
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.