Franklin India NSE Nifty 50 Index Fund vs SBI BSE Sensex Index Fund
Franklin vs SBI· Portfolio Overlap Analysis
83.5%High Overlap
30 common stocksRank #2247 / 5,000
Investor takeaway: These funds overlap 83.5%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.
Common Holdings (30)
| Stock | Wt% in Franklin India NSE Nifty 50 In | Wt% in SBI BSE Sensex Index | Overlap |
|---|---|---|---|
HDFC Bank Ltd Banks | 11.81% | 14.06% | 11.81% |
ICICI Bank Ltd Banks | 8.56% | 10.26% | 8.56% |
Reliance Industries Ltd Petroleum Products | 8.18% | 9.82% | 8.18% |
Bharti Airtel Ltd Telecom - Services | 4.55% | 5.47% | 4.55% |
Larsen & Toubro Ltd Construction | 4.37% | 5.21% | 4.37% |
State Bank of India Banks | 4.33% | 5.20% | 4.33% |
Infosys Ltd IT - Software | 3.96% | 4.83% | 3.96% |
Axis Bank Ltd Banks | 3.45% | 4.11% | 3.45% |
Kotak Mahindra Bank Ltd Banks | 2.65% | 3.18% | 2.65% |
Mahindra & Mahindra Ltd Automobiles | 2.64% | 3.17% | 2.64% |
ITC Ltd Diversified FMCG | 2.63% | 3.15% | 2.63% |
Tata Consultancy Services Ltd IT - Software | 2.34% | 2.78% | 2.34% |
Bajaj Finance Ltd Finance | 2.30% | 2.71% | 2.30% |
Hindustan Unilever Ltd Diversified FMCG | 1.80% | 2.17% | 1.80% |
Maruti Suzuki India Ltd Automobiles | 1.70% | 2.04% | 1.70% |
Sun Pharmaceutical Industries Ltd Pharmaceuticals & Biotechnology | 1.60% | 1.91% | 1.60% |
NTPC Ltd Power | 1.57% | 1.89% | 1.57% |
Titan Co Ltd Consumer Durables | 1.55% | 1.84% | 1.55% |
Eternal Ltd Retailing | 1.54% | 1.78% | 1.54% |
Tata Steel Ltd Ferrous Metals | 1.53% | 1.82% | 1.53% |
Bharat Electronics Ltd Aerospace & Defense | 1.38% | 1.66% | 1.38% |
Ultratech Cement Ltd Cement & Cement Products | 1.31% | 1.56% | 1.31% |
HCL Technologies Ltd IT - Software | 1.27% | 1.53% | 1.27% |
Power Grid Corporation of India Ltd Power | 1.18% | 1.42% | 1.18% |
Bajaj Finserv Ltd Finance | 0.99% | 1.19% | 0.99% |
Adani Ports and Special Economic Zone Ltd Transport Infrastructure | 0.98% | 1.16% | 0.98% |
Interglobe Aviation Ltd Transport Services | 0.95% | 1.13% | 0.95% |
Asian Paints Ltd Consumer Durables | 0.93% | 1.12% | 0.93% |
Trent Ltd Retailing | 0.75% | 0.89% | 0.75% |
Tech Mahindra Ltd IT - Software | 0.75% | 0.90% | 0.75% |
Unique to Franklin India NSE Nifty 50 In
All top holdings are shared with the other fund.
Unique to SBI BSE Sensex Index
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks30.8% (5)
IT - Software8.3% (4)
Petroleum Products8.2% (1)
Telecom - Services4.5% (1)
Diversified FMCG4.4% (2)
Construction4.4% (1)
Automobiles4.3% (2)
Finance3.3% (2)
Power2.8% (2)
Consumer Durables2.5% (2)
Retailing2.3% (2)
Pharmaceuticals & Biotechnology1.6% (1)
Ferrous Metals1.5% (1)
Aerospace & Defense1.4% (1)
Cement & Cement Products1.3% (1)
Transport Infrastructure1.0% (1)
Transport Services0.9% (1)
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.