How much do Franklin India Dividend Yield Fund ^ and Tata Resources & Energy Fund overlap?

They share 12 common holdings, a weighted portfolio overlap of about 21.88% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 21.88% 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 Dividend Yield Fund ^ vs Tata Resources & Energy Fund

Franklin Templeton MF · Dividend YieldTata MF · Sectoral / Thematic· as on May 2026

Weighted portfolio overlap

21.88%

Moderate overlap

Common

Only Franklin

Only Tata

12 of 72 unique stocks in common · Jaccard: 16.7%

Common holdings

Stock	in Franklin	in Tata
NTPCPower	4.43%	3.92%
Oil & Natural Gas CorporationOil	2.65%	4.23%
Tata SteelFerrous Metals	2.11%	4.52%
NHPCPower	2.04%	2.00%
Coal IndiaConsumable Fuels	2.96%	1.99%
Bharat Petroleum CorporationPetroleum Products	1.66%	2.27%
CESCPower	2.20%	1.58%
Hindustan Petroleum CorporationPetroleum Products	1.36%	1.85%
Mahanagar GasGas	1.30%	1.78%
Power Grid Corporation of IndiaPower	1.32%	1.26%
Hindalco IndustriesNon - Ferrous Metals	1.07%	1.59%
Grasim IndustriesCement & Cement Products	0.98%	1.58%

FAQ

How much do Franklin India Dividend Yield Fund ^ and Tata Resources & Energy Fund overlap?: They share 12 common holdings, a weighted portfolio overlap of about 21.88% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 21.88% 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.