Franklin India NSE Nifty 50 Index Fund vs NIPPON INDIA ETF NIFTY 50 BEES

Franklin vs Nippon· Portfolio Overlap Analysis

99.8%High Overlap
50 common stocksRank #932 / 5,000

Investor takeaway: These funds overlap 99.8%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.

Common Holdings (50)

StockWt% in Franklin India NSE Nifty 50 InWt% in NIPPON INDIA ETF NIFTY 50 BEESOverlap
HDFC Bank Ltd
Banks
11.81%11.82%11.81%
ICICI Bank Ltd
Banks
8.56%8.57%8.56%
Reliance Industries Ltd
Petroleum Products
8.18%8.19%8.18%
Bharti Airtel Ltd
Telecom - Services
4.55%4.56%4.55%
Larsen & Toubro Ltd
Construction
4.37%4.37%4.37%
State Bank of India
Banks
4.33%4.34%4.33%
Infosys Ltd
IT - Software
3.96%3.96%3.96%
Axis Bank Ltd
Banks
3.45%3.45%3.45%
Kotak Mahindra Bank Ltd
Banks
2.65%2.66%2.65%
Mahindra & Mahindra Ltd
Automobiles
2.64%2.64%2.64%
ITC Ltd
Diversified FMCG
2.63%2.63%2.63%
Tata Consultancy Services Ltd
IT - Software
2.34%2.34%2.34%
Bajaj Finance Ltd
Finance
2.30%2.30%2.30%
Hindustan Unilever Ltd
Diversified FMCG
1.80%1.81%1.80%
Maruti Suzuki India Ltd
Automobiles
1.70%1.70%1.70%
Sun Pharmaceutical Industries Ltd
Pharmaceuticals & Biotechnology
1.60%1.60%1.60%
NTPC Ltd
Power
1.57%1.58%1.57%
Titan Co Ltd
Consumer Durables
1.55%1.55%1.55%
Eternal Ltd
Retailing
1.54%1.54%1.54%
Tata Steel Ltd
Ferrous Metals
1.53%1.53%1.53%
Bharat Electronics Ltd
Aerospace & Defense
1.38%1.39%1.38%
Shriram Finance Ltd
Finance
1.31%1.32%1.31%
Ultratech Cement Ltd
Cement & Cement Products
1.31%1.31%1.31%
HCL Technologies Ltd
IT - Software
1.27%1.28%1.27%
Power Grid Corporation of India Ltd
Power
1.18%1.18%1.18%
Hindalco Industries Ltd
Non - Ferrous Metals
1.16%1.16%1.16%
JSW Steel Ltd
Ferrous Metals
1.03%1.03%1.03%
Bajaj Finserv Ltd
Finance
0.99%0.99%0.99%
Adani Ports and Special Economic Zone Ltd
Transport Infrastructure
0.98%0.98%0.98%
Bajaj Auto Ltd
Automobiles
0.96%0.96%0.96%
Eicher Motors Ltd
Automobiles
0.96%0.96%0.96%
Interglobe Aviation Ltd
Transport Services
0.95%0.95%0.95%
Oil & Natural Gas Corporation Ltd
Oil
0.94%0.95%0.94%
Asian Paints Ltd
Consumer Durables
0.93%0.94%0.93%
Grasim Industries Ltd
Cement & Cement Products
0.93%0.93%0.93%
Coal India Ltd
Consumable Fuels
0.85%0.85%0.85%
Nestle India Ltd
Food Products
0.81%0.81%0.81%
SBI Life Insurance Co Ltd
Insurance
0.80%0.80%0.80%
Trent Ltd
Retailing
0.75%0.75%0.75%
Tech Mahindra Ltd
IT - Software
0.75%0.75%0.75%
Jio Financial Services Ltd
Finance
0.73%0.73%0.73%
Max Healthcare Institute Ltd
Healthcare Services
0.71%0.71%0.71%
Apollo Hospitals Enterprise Ltd
Healthcare Services
0.70%0.70%0.70%
Tata Motors Passenger Vehicles Ltd
Automobiles
0.70%0.70%0.70%
Dr. Reddy's Laboratories Ltd
Pharmaceuticals & Biotechnology
0.68%0.68%0.68%
HDFC Life Insurance Co Ltd
Insurance
0.67%0.67%0.67%
Cipla Ltd
Pharmaceuticals & Biotechnology
0.66%0.66%0.66%
Tata Consumer Products Ltd
Agricultural Food & Other Products
0.65%0.65%0.65%
Wipro Ltd
IT - Software
0.50%0.50%0.50%
Adani Enterprises Ltd
Metals & Minerals Trading
0.49%0.49%0.49%

Unique to Franklin India NSE Nifty 50 In

All top holdings are shared with the other fund.

Unique to NIPPON INDIA ETF NIFTY 50 BEES

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
30.8% (5)
IT - Software
8.8% (5)
Petroleum Products
8.2% (1)
Automobiles
7.0% (5)
Finance
5.3% (4)
Telecom - Services
4.5% (1)
Diversified FMCG
4.4% (2)
Construction
4.4% (1)
Pharmaceuticals & Biotechnology
2.9% (3)
Power
2.8% (2)
Ferrous Metals
2.6% (2)
Consumer Durables
2.5% (2)
Retailing
2.3% (2)
Cement & Cement Products
2.2% (2)
Insurance
1.5% (2)
Healthcare Services
1.4% (2)
Aerospace & Defense
1.4% (1)
Non - Ferrous Metals
1.2% (1)
Transport Infrastructure
1.0% (1)
Transport Services
0.9% (1)
Oil
0.9% (1)
Consumable Fuels
0.8% (1)
Food Products
0.8% (1)
Agricultural Food & Other Products
0.7% (1)
Metals & Minerals Trading
0.5% (1)

More comparisons for Franklin India NSE Nifty 50 In

  • vs ADITYA BIRLA SUN LIFE NIFTY 5099.8% · 50 stocks
  • vs ADITYA BIRLA SUN LIFE NIFTY 5099.8% · 50 stocks
  • vs Bajaj Finserv Nifty 50 Index99.8% · 50 stocks
  • vs Bajaj Finserv Nifty 50 ETF99.8% · 50 stocks
  • vs DSP NIFTY 50 ETF99.8% · 50 stocks

More comparisons for NIPPON INDIA ETF NIFTY 50 BEES

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