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

They share 20 common holdings, a weighted portfolio overlap of about 13.64% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 13.64% 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 NJ Balanced Advantage Fund

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

Weighted portfolio overlap

13.64%

Low overlap

Common

Only Franklin

Only NJ

20 of 126 unique stocks in common · Jaccard: 15.9%

Common holdings

Stock	in Franklin	in NJ
Reliance IndustriesPetroleum Products	3.81%	8.47%
HCL TechnologiesIT - Software	1.86%	3.44%
HDFC BankBanks	5.01%	1.69%
Britannia IndustriesFood Products	1.36%	2.56%
InfosysIT - Software	2.21%	1.32%
Asian PaintsConsumer Durables	1.05%	1.26%
State Bank of IndiaBanks	3.54%	0.57%
ICICI BankBanks	4.94%	0.44%
Axis BankBanks	3.65%	0.34%
Apollo Hospitals EnterpriseHealthcare Services	1.57%	0.30%
MaricoAgricultural Food & Other Products	1.65%	0.30%
Hindustan UnileverDiversified FMCG	0.66%	0.27%
Larsen & ToubroConstruction	3.08%	0.18%
Bharti AirtelTelecom - Services	2.96%	0.05%
HDFC Life Insurance CompanyInsurance	0.60%	0.03%
Tata SteelFerrous Metals	1.45%	0.03%
Hindustan AeronauticsAerospace & Defense	1.18%	0.01%
Mahindra & MahindraAutomobiles	1.86%	0.01%
NTPCPower	2.20%	0.00%
Hindalco IndustriesNon - Ferrous Metals	0.89%	0.00%

FAQ

How much do Franklin India Aggressive Hybrid Fund ^ and NJ Balanced Advantage Fund overlap?: They share 20 common holdings, a weighted portfolio overlap of about 13.64% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 13.64% 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.