How much do Franklin India Balanced Advantage Fund and Nippon India Equity Hybrid Fund overlap?

They share 21 common holdings, a weighted portfolio overlap of about 38.33% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 38.33% 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 Balanced Advantage Fund vs Nippon India Equity Hybrid Fund

Franklin Templeton MF · HybridNippon India MF · Hybrid· as on May 2026

Weighted portfolio overlap

38.33%

Moderate overlap

Common

Only Franklin

Only Nippon

21 of 87 unique stocks in common · Jaccard: 24.1%

Common holdings

Stock	in Franklin	in Nippon
HDFC BankBanks	5.73%	5.10%
ICICI BankBanks	4.85%	5.13%
Reliance IndustriesPetroleum Products	3.77%	4.19%
Larsen & ToubroConstruction	3.23%	3.62%
Axis BankBanks	3.11%	3.09%
State Bank of IndiaBanks	2.89%	2.58%
Bharti AirtelTelecom - Services	4.29%	2.57%
NTPCPower	2.21%	3.04%
InfosysIT - Software	1.72%	2.94%
Mahindra & MahindraAutomobiles	1.59%	1.44%
Tata SteelFerrous Metals	2.24%	1.21%
HCL TechnologiesIT - Software	1.52%	1.03%
Interglobe AviationTransport Services	1.19%	0.96%
Hindustan AeronauticsAerospace & Defense	0.93%	1.34%
Apollo Hospitals EnterpriseHealthcare Services	1.92%	0.68%
ICICI Lombard General Insurance CompanyInsurance	0.91%	0.63%
PB FintechFinancial Technology (Fintech)	0.62%	0.73%
EternalRetailing	1.73%	0.60%
Hindustan UnileverDiversified FMCG	0.58%	1.29%
CESCPower	0.92%	0.42%
Sun Pharmaceutical IndustriesPharmaceuticals & Biotechnology	0.11%	2.98%

FAQ

How much do Franklin India Balanced Advantage Fund and Nippon India Equity Hybrid Fund overlap?: They share 21 common holdings, a weighted portfolio overlap of about 38.33% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 38.33% 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.