Franklin India Multi-Factor Fund vs NIPPON INDIA LARGE CAP FUND

Franklin vs Nippon· Portfolio Overlap Analysis

45.3%High Overlap
21 common stocksRank #15626 / 20,000

Investor takeaway: At 45.3% 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 (21)

StockWt% in Franklin India Multi-FactorWt% in NIPPON INDIA LARGE CAPOverlap
HDFC Bank Ltd
Banks
7.04%8.82%7.04%
Reliance Industries Ltd
Petroleum Products
4.99%5.30%4.99%
ICICI Bank Ltd
Banks
4.88%7.02%4.88%
Larsen & Toubro Ltd
Construction
3.79%4.24%3.79%
Infosys Ltd
IT - Software
3.51%2.94%2.94%
State Bank of India
Banks
2.66%3.99%2.66%
ITC Ltd
Diversified FMCG
2.14%2.61%2.14%
NTPC Ltd
Power
2.04%2.48%2.04%
Maruti Suzuki India Ltd
Automobiles
2.04%2.31%2.04%
Hindustan Unilever Ltd
Diversified FMCG
1.89%2.29%1.89%
Tata Consultancy Services Ltd
IT - Software
1.71%2.41%1.71%
Axis Bank Ltd
Banks
1.31%4.20%1.31%
Mahindra & Mahindra Ltd
Automobiles
1.17%2.44%1.17%
Kotak Mahindra Bank Ltd
Banks
1.08%2.02%1.08%
Lupin Ltd
Pharmaceuticals & Biotechnology
1.36%1.05%1.05%
HCL Technologies Ltd
IT - Software
1.59%0.97%0.97%
Vedanta Ltd
Diversified Metals
1.64%0.92%0.92%
Ge Vernova T&D India Ltd
Electrical Equipment
0.86%2.82%0.86%
Bajaj Finance Ltd
Finance
0.79%2.80%0.79%
Sun Pharmaceutical Industries Ltd
Pharmaceuticals & Biotechnology
0.91%0.71%0.71%
Eternal Ltd
Retailing
0.30%1.10%0.30%

Unique to Franklin India Multi-Factor

  • Bharti Airtel Ltd3.92%
  • Titan Co Ltd2.07%

Unique to NIPPON INDIA LARGE CAP

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
17.0% (5)
IT - Software
5.6% (3)
Petroleum Products
5.0% (1)
Diversified FMCG
4.0% (2)
Construction
3.8% (1)
Automobiles
3.2% (2)
Power
2.0% (1)
Pharmaceuticals & Biotechnology
1.8% (2)
Diversified Metals
0.9% (1)
Electrical Equipment
0.9% (1)
Finance
0.8% (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.