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

Franklin vs PGIM· Portfolio Overlap Analysis

49.7%High Overlap
25 common stocksRank #10535 / 20,000

Investor takeaway: At 49.7% 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 (25)

StockWt% in Franklin India Multi-FactorWt% in PGIM INDIA LARGE CAPOverlap
HDFC Bank Ltd
Banks
7.04%8.93%7.04%
Reliance Industries Ltd
Petroleum Products
4.99%6.64%4.99%
ICICI Bank Ltd
Banks
4.88%7.94%4.88%
Bharti Airtel Ltd
Telecom - Services
3.92%4.72%3.92%
Larsen & Toubro Ltd
Construction
3.79%4.44%3.79%
State Bank of India
Banks
2.66%2.91%2.66%
Titan Co Ltd
Consumer Durables
2.07%2.30%2.07%
NTPC Ltd
Power
2.04%2.13%2.04%
Maruti Suzuki India Ltd
Automobiles
2.04%1.86%1.86%
Tata Consultancy Services Ltd
IT - Software
1.71%2.56%1.71%
Infosys Ltd
IT - Software
3.51%1.68%1.68%
Eicher Motors Ltd
Automobiles
1.68%1.43%1.43%
Britannia Industries Ltd
Food Products
1.37%1.28%1.28%
Cummins India Ltd
Industrial Products
1.45%1.24%1.24%
Mahindra & Mahindra Ltd
Automobiles
1.17%1.67%1.17%
Kotak Mahindra Bank Ltd
Banks
1.08%2.94%1.08%
Muthoot Finance Ltd
Finance
1.08%1.42%1.08%
Asian Paints Ltd
Consumer Durables
1.40%0.99%0.99%
Sun Pharmaceutical Industries Ltd
Pharmaceuticals & Biotechnology
0.91%0.91%0.91%
Power Finance Corporation Ltd
Finance
0.86%1.14%0.86%
Bajaj Finance Ltd
Finance
0.79%2.94%0.79%
ITC Ltd
Diversified FMCG
2.14%0.75%0.75%
Hindalco Industries Ltd
Non - Ferrous Metals
1.23%0.65%0.65%
Shriram Finance Ltd
Finance
1.31%0.56%0.56%
Eternal Ltd
Retailing
0.30%2.26%0.30%

Unique to Franklin India Multi-Factor

All top holdings are shared with the other fund.

Unique to PGIM INDIA LARGE CAP

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
15.7% (4)
Petroleum Products
5.0% (1)
Automobiles
4.5% (3)
Telecom - Services
3.9% (1)
Construction
3.8% (1)
IT - Software
3.4% (2)
Finance
3.3% (4)
Consumer Durables
3.1% (2)
Power
2.0% (1)
Food Products
1.3% (1)
Industrial Products
1.2% (1)
Pharmaceuticals & Biotechnology
0.9% (1)
Diversified FMCG
0.8% (1)
Non - Ferrous Metals
0.7% (1)
Retailing
0.3% (1)

More comparisons for Franklin India Multi-Factor

More comparisons for PGIM INDIA LARGE CAP

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