How much do Franklin India Aggressive Hybrid Fund ^ and Lic Mf Balanced Advantage Fund overlap?

They share 14 common holdings, a weighted portfolio overlap of about 22.12% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 22.12% 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 Lic Mf Balanced Advantage Fund

Franklin Templeton MF · HybridLIC MF · Hybrid· as on May 2026

Weighted portfolio overlap

22.12%

Moderate overlap

Common

Only Franklin

Only Lic

14 of 92 unique stocks in common · Jaccard: 15.2%

Common holdings

Stock	in Franklin	in Lic
HDFC BankBanks	5.01%	4.83%
ICICI BankBanks	4.94%	4.55%
Larsen & ToubroConstruction	3.08%	2.58%
Axis BankBanks	3.65%	1.55%
Tata SteelFerrous Metals	1.45%	1.55%
NTPCPower	2.20%	1.30%
Bharti AirtelTelecom - Services	2.96%	1.21%
Ultratech CementCement & Cement Products	1.71%	1.19%
Mahindra & MahindraAutomobiles	1.86%	0.98%
Hindalco IndustriesNon - Ferrous Metals	0.89%	1.38%
Interglobe AviationTransport Services	1.25%	0.70%
Apollo Hospitals EnterpriseHealthcare Services	1.57%	0.37%
Maruti Suzuki IndiaAutomobiles	0.75%	0.27%
HCL TechnologiesIT - Software	1.86%	0.25%

FAQ

How much do Franklin India Aggressive Hybrid Fund ^ and Lic Mf Balanced Advantage Fund overlap?: They share 14 common holdings, a weighted portfolio overlap of about 22.12% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 22.12% 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.