How much do Franklin India Large Cap Fund ^ and Kotak Business Cycle Fund overlap?

They share 14 common holdings, a weighted portfolio overlap of about 31.8% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 31.8% 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 Large Cap Fund ^ vs Kotak Business Cycle Fund

Franklin Templeton MF · Large CapKotak MF · Sectoral / Thematic· as on May 2026

Weighted portfolio overlap

31.8%

Moderate overlap

Common

Only Franklin

Only Kotak

14 of 81 unique stocks in common · Jaccard: 17.3%

Common holdings

Stock	in Franklin	in Kotak
ICICI BankBanks	8.86%	7.96%
Axis BankBanks	4.68%	4.19%
EternalRetailing	4.80%	3.21%
HDFC BankBanks	6.62%	2.64%
Mahindra & MahindraAutomobiles	4.34%	2.09%
SBI Life Insurance CompanyInsurance	3.06%	1.94%
InfosysIT - Software	3.94%	1.77%
Ultratech CementCement & Cement Products	1.74%	1.90%
Reliance IndustriesPetroleum Products	5.43%	1.50%
Oberoi RealtyRealty	1.16%	1.47%
Vishal Mega MartRetailing	1.04%	2.43%
United SpiritsBeverages	0.97%	1.40%
Maruti Suzuki IndiaAutomobiles	0.85%	2.50%
LG Electronics IndiaConsumer Durables	0.75%	1.10%

FAQ

How much do Franklin India Large Cap Fund ^ and Kotak Business Cycle Fund overlap?: They share 14 common holdings, a weighted portfolio overlap of about 31.8% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 31.8% 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.