Franklin India Multi-Factor Fund vs Motilal Oswal Large Cap Fund

Franklin vs Motilal· Portfolio Overlap Analysis

46.3%High Overlap
22 common stocksRank #14191 / 20,000

Investor takeaway: At 46.3% 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 (22)

StockWt% in Franklin India Multi-FactorWt% in Motilal Oswal Large CapOverlap
HDFC Bank Ltd
Banks
7.04%8.90%7.04%
Reliance Industries Ltd
Petroleum Products
4.99%6.23%4.99%
ICICI Bank Ltd
Banks
4.88%6.59%4.88%
Bharti Airtel Ltd
Telecom - Services
3.92%4.30%3.92%
Larsen & Toubro Ltd
Construction
3.79%3.43%3.43%
Infosys Ltd
IT - Software
3.51%3.32%3.32%
State Bank of India
Banks
2.66%3.42%2.66%
Maruti Suzuki India Ltd
Automobiles
2.04%1.74%1.74%
Tata Consultancy Services Ltd
IT - Software
1.71%2.28%1.71%
NTPC Ltd
Power
2.04%1.54%1.54%
Indus Towers Ltd
Telecom - Services
1.31%1.54%1.31%
Axis Bank Ltd
Banks
1.31%2.28%1.31%
Bajaj Holdings & Investment Ltd
Finance
1.22%1.17%1.17%
Mahindra & Mahindra Ltd
Automobiles
1.17%2.04%1.17%
Kotak Mahindra Bank Ltd
Banks
1.08%1.92%1.08%
ITC Ltd
Diversified FMCG
2.14%0.97%0.97%
Titan Co Ltd
Consumer Durables
2.07%0.93%0.93%
Sun Pharmaceutical Industries Ltd
Pharmaceuticals & Biotechnology
0.91%1.18%0.91%
Power Finance Corporation Ltd
Finance
0.86%1.40%0.86%
Bajaj Finance Ltd
Finance
0.79%1.54%0.79%
Eternal Ltd
Retailing
0.30%0.99%0.30%
Oil & Natural Gas Corporation Ltd
Oil
0.27%1.29%0.27%

Unique to Franklin India Multi-Factor

All top holdings are shared with the other fund.

Unique to Motilal Oswal Large Cap

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
17.0% (5)
Telecom - Services
5.2% (2)
IT - Software
5.0% (2)
Petroleum Products
5.0% (1)
Construction
3.4% (1)
Automobiles
2.9% (2)
Finance
2.8% (3)
Power
1.5% (1)
Diversified FMCG
1.0% (1)
Consumer Durables
0.9% (1)
Pharmaceuticals & Biotechnology
0.9% (1)
Retailing
0.3% (1)
Oil
0.3% (1)

More comparisons for Franklin India Multi-Factor

More comparisons for Motilal Oswal Large Cap

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