How much do Franklin India Flexi Cap Fund ^ and Tata Flexi Cap Fund overlap?

They share 15 common holdings, a weighted portfolio overlap of about 34.02% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 34.02% 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 Flexi Cap Fund ^ vs Tata Flexi Cap Fund

Franklin Templeton MF · Flexi CapTata MF · Flexi Cap· as on May 2026

Weighted portfolio overlap

34.02%

Moderate overlap

Common

Only Franklin

Only Tata

15 of 99 unique stocks in common · Jaccard: 15.2%

Common holdings

Stock	in Franklin	in Tata
HDFC BankBanks	7.39%	5.75%
ICICI BankBanks	5.94%	5.49%
Axis BankBanks	5.45%	3.63%
Bharti AirtelTelecom - Services	3.29%	3.56%
Reliance IndustriesPetroleum Products	3.16%	4.31%
Larsen & ToubroConstruction	4.01%	2.75%
NTPCPower	2.00%	2.61%
InfosysIT - Software	2.87%	1.66%
Britannia IndustriesFood Products	1.43%	1.76%
Kotak Mahindra BankBanks	3.04%	1.29%
Asian PaintsConsumer Durables	1.15%	1.05%
PI IndustriesFertilizers & Agrochemicals	0.93%	0.84%
HDFC Life Insurance CompanyInsurance	0.80%	1.76%
Bharat Petroleum CorporationPetroleum Products	0.59%	0.65%
Syngene InternationalHealthcare Services	0.29%	1.52%

FAQ

How much do Franklin India Flexi Cap Fund ^ and Tata Flexi Cap Fund overlap?: They share 15 common holdings, a weighted portfolio overlap of about 34.02% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 34.02% 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.