How much do Franklin India ELSS Tax Saver Fund ^ and Lic Mf ELSS Tax Saver overlap?

They share 16 common holdings, a weighted portfolio overlap of about 40.8% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 40.8% 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 ELSS Tax Saver Fund ^ vs Lic Mf ELSS Tax Saver

Franklin Templeton MF · ELSS (Tax Saver)LIC MF · ELSS (Tax Saver)· as on May 2026

Weighted portfolio overlap

40.8%

Moderate overlap

Common

Only Franklin

Only Lic

16 of 85 unique stocks in common · Jaccard: 18.8%

Common holdings

Stock	in Franklin	in Lic
HDFC BankBanks	8.04%	6.98%
ICICI BankBanks	6.86%	7.77%
Axis BankBanks	5.28%	4.51%
State Bank of IndiaBanks	4.52%	3.16%
Larsen & ToubroConstruction	4.84%	2.88%
Grasim IndustriesCement & Cement Products	2.50%	2.57%
Kirloskar Oil EnginesIndustrial Products	2.57%	2.34%
Reliance IndustriesPetroleum Products	3.22%	2.09%
Mahindra & MahindraAutomobiles	2.81%	2.03%
InfosysIT - Software	3.67%	1.76%
EternalRetailing	3.11%	1.57%
Cholamandalam Investment and Finance CompanyFinance	1.36%	3.32%
Apollo Hospitals EnterpriseHealthcare Services	2.46%	1.04%
Kotak Mahindra BankBanks	3.17%	0.85%
PI IndustriesFertilizers & Agrochemicals	0.59%	1.53%
Bharat Petroleum CorporationPetroleum Products	0.59%	0.27%

FAQ

How much do Franklin India ELSS Tax Saver Fund ^ and Lic Mf ELSS Tax Saver overlap?: They share 16 common holdings, a weighted portfolio overlap of about 40.8% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 40.8% 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.