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17 of 67 unique stocks in common · Jaccard: 25.4%
A weighted portfolio overlap of 36.83% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹36.83 is allocated to the exact same companies at the same relative proportions. The schemes share 17 common holdings.
The largest overlapping asset in their portfolios is Reliance Industries, which commands a weight of 5.44% in Franklin Build India Fund and 6.01% in Templeton India Value Fund. Holding both schemes increases your concentration in Reliance Industries rather than expanding your diversification.
If the overlap is above 30%, it is typically because both schemes benchmark to the same index (e.g. Nifty 50 or Nifty LargeMidcap 250) or overlap in their top large-cap picks. To improve your portfolio's diversification, consider allocating one of these tranches to a category with lower structural correlation (such as a mid-cap, small-cap, or international equity fund).
| Stock | in Franklin | in Templeton |
|---|---|---|
| Reliance IndustriesPetroleum Products | 5.44% | 6.01% |
| Axis BankBanks | 4.07% | 6.78% |
| HDFC BankBanks | 3.83% | 7.23% |
| Oil & Natural Gas CorporationOil | 5.73% | 3.82% |
| Tata SteelFerrous Metals | 2.60% | 2.49% |
| State Bank of IndiaBanks | 2.21% | 2.66% |
| RECFinance | 3.31% | 2.21% |
| Kirloskar Oil EnginesIndustrial Products | 2.47% | 2.08% |
| NTPCPower | 5.63% | 2.04% |
| CESCPower | 1.73% | 1.69% |
| Power Grid Corporation of IndiaPower | 4.00% | 1.60% |
| GAIL (India)Gas | 1.72% | 1.34% |
| Indiamart IntermeshRetailing | 1.15% | 1.21% |
| Bharat Petroleum CorporationPetroleum Products | 1.27% | 1.07% |
| NCCConstruction | 1.49% | 0.74% |
| JK Lakshmi CementCement & Cement Products | 0.55% | 0.62% |
| Gateway DistriparksTransport Services | 0.62% | 0.51% |
Weighted overlap = Σ min(weight in fund A, weight in fund B) across shared stocks, from each fund's latest public monthly portfolio (as on May 2026). Equity holdings only, ISIN-verified. Not investment advice.