Franklin India Multi-Factor Fund vs Shriram Flexi Cap Fund
Franklin vs Shriram· Portfolio Overlap Analysis
47.5%High Overlap
26 common stocksRank #12682 / 20,000
Investor takeaway: At 47.5% 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 (26)
| Stock | Wt% in Franklin India Multi-Factor | Wt% in Shriram Flexi Cap | Overlap |
|---|---|---|---|
HDFC Bank Ltd Banks | 7.04% | 7.33% | 7.04% |
ICICI Bank Ltd Banks | 4.88% | 4.98% | 4.88% |
Bharti Airtel Ltd Telecom - Services | 3.92% | 3.85% | 3.85% |
Reliance Industries Ltd Petroleum Products | 4.99% | 3.19% | 3.19% |
Infosys Ltd IT - Software | 3.51% | 2.81% | 2.81% |
State Bank of India Banks | 2.66% | 4.78% | 2.66% |
Larsen & Toubro Ltd Construction | 3.79% | 2.64% | 2.64% |
NTPC Ltd Power | 2.04% | 2.60% | 2.04% |
ITC Ltd Diversified FMCG | 2.14% | 1.99% | 1.99% |
Tata Consultancy Services Ltd IT - Software | 1.71% | 1.80% | 1.71% |
Eicher Motors Ltd Automobiles | 1.68% | 1.60% | 1.60% |
Bharat Petroleum Corporation Ltd Petroleum Products | 1.37% | 2.05% | 1.37% |
Axis Bank Ltd Banks | 1.31% | 3.15% | 1.31% |
Bajaj Holdings & Investment Ltd Finance | 1.22% | 1.28% | 1.22% |
Mahindra & Mahindra Ltd Automobiles | 1.17% | 2.96% | 1.17% |
Canara Bank Banks | 1.26% | 1.05% | 1.05% |
Hindustan Petroleum Corporation Ltd Petroleum Products | 1.02% | 1.51% | 1.02% |
Maruti Suzuki India Ltd Automobiles | 2.04% | 0.97% | 0.97% |
HCL Technologies Ltd IT - Software | 1.59% | 0.92% | 0.92% |
Coromandel International Ltd Fertilizers & Agrochemicals | 0.91% | 1.32% | 0.91% |
National Aluminium Co Ltd Non - Ferrous Metals | 0.67% | 1.49% | 0.67% |
Bank Of Maharashtra Banks | 0.78% | 0.65% | 0.65% |
Muthoot Finance Ltd Finance | 1.08% | 0.62% | 0.62% |
Force Motors Ltd Automobiles | 0.58% | 0.80% | 0.58% |
Lemon Tree Hotels Ltd Leisure Services | 0.31% | 0.71% | 0.31% |
Eternal Ltd Retailing | 0.30% | 0.98% | 0.30% |
Unique to Franklin India Multi-Factor
- Titan Co Ltd2.07%
Unique to Shriram Flexi Cap
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks17.6% (6)
Petroleum Products5.6% (3)
IT - Software5.4% (3)
Automobiles4.3% (4)
Telecom - Services3.9% (1)
Construction2.6% (1)
Power2.0% (1)
Diversified FMCG2.0% (1)
Finance1.8% (2)
Fertilizers & Agrochemicals0.9% (1)
Non - Ferrous Metals0.7% (1)
Leisure Services0.3% (1)
Retailing0.3% (1)
More comparisons for Franklin India Multi-Factor
- vs SBI BSE 100 ETF57.7% · 43 stocks
- vs EDELWEISS LARGE CAP57.0% · 38 stocks
- vs LIC MF NIFTY 100 ETF56.7% · 41 stocks
- vs Motilal Oswal Nifty 100 ETF56.7% · 41 stocks
- vs Axis Nifty 100 Index56.7% · 41 stocks
More comparisons for Shriram Flexi Cap
- vs Shriram ELSS Tax Saver96.1% · 70 stocks
- vs Shriram Balanced Advantage54.4% · 43 stocks
- vs Kotak Large Cap53.9% · 25 stocks
- vs Shriram Aggressive Hybrid53.6% · 47 stocks
- vs EDELWEISS LARGE CAP53.4% · 31 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.