How much do Franklin India Aggressive Hybrid Fund ^ and ICICI Prudential Balanced Advantage Fund overlap?

They share 31 common holdings, a weighted portfolio overlap of about 34.85% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 34.85% overlap mean?

Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Fund overlap

Franklin India Aggressive Hybrid Fund ^ vs ICICI Prudential Balanced Advantage Fund

Franklin Templeton MF · HybridICICI Pru MF · Hybrid· as on May 2026

Weighted portfolio overlap

34.85%

Moderate overlap

Common

Only Franklin

Only ICICI

31 of 115 unique stocks in common · Jaccard: 27%

Common holdings

Stock	in Franklin	in ICICI
ICICI BankBanks	4.94%	3.82%
HDFC BankBanks	5.01%	3.52%
Reliance IndustriesPetroleum Products	3.81%	3.02%
Larsen & ToubroConstruction	3.08%	2.42%
InfosysIT - Software	2.21%	2.83%
State Bank of IndiaBanks	3.54%	1.78%
EternalRetailing	1.86%	1.75%
Axis BankBanks	3.65%	1.67%
Britannia IndustriesFood Products	1.36%	1.33%
Bharti AirtelTelecom - Services	2.96%	1.28%
Interglobe AviationTransport Services	1.25%	1.47%
NTPCPower	2.20%	1.24%
HCL TechnologiesIT - Software	1.86%	1.24%
Ultratech CementCement & Cement Products	1.71%	0.87%
Maruti Suzuki IndiaAutomobiles	0.75%	2.03%
Mahindra & MahindraAutomobiles	1.86%	0.70%
Cholamandalam Investment and Finance CompanyFinance	1.48%	0.67%
Apollo Hospitals EnterpriseHealthcare Services	1.57%	0.66%
Hindustan AeronauticsAerospace & Defense	1.18%	0.63%
The Phoenix MillsRealty	1.39%	0.57%
Tata SteelFerrous Metals	1.45%	0.53%
Hindustan UnileverDiversified FMCG	0.66%	0.51%
PB FintechFinancial Technology (Fintech)	0.66%	0.40%
HDFC Life Insurance CompanyInsurance	0.60%	0.39%
Asian PaintsConsumer Durables	1.05%	0.36%
ICICI Lombard General Insurance CompanyInsurance	1.02%	0.28%
Angel OneCapital Markets	0.59%	0.27%
Motherson Sumi Wiring IndiaAuto Components	0.67%	0.26%
Bharat ElectronicsAerospace & Defense	1.08%	0.17%
Hindalco IndustriesNon - Ferrous Metals	0.89%	0.16%
Canara HSBC Life Insurance CoInsurance	0.35%	0.14%

FAQ

How much do Franklin India Aggressive Hybrid Fund ^ and ICICI Prudential Balanced Advantage Fund overlap?: They share 31 common holdings, a weighted portfolio overlap of about 34.85% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 34.85% overlap mean?: Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Related comparisons

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.