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14 of 74 unique stocks in common · Jaccard: 18.9%
A weighted portfolio overlap of 43.62% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹43.62 is allocated to the exact same companies at the same relative proportions. The schemes share 14 common holdings.
The largest overlapping asset in their portfolios is ICICI Bank, which commands a weight of 9.78% in Franklin India Large Cap Fund ^ and 8.66% in SBI Large Cap Fund. Holding both schemes increases your concentration in ICICI Bank rather than expanding your diversification.
If the overlap is above 30%, it is typically because both schemes benchmark to the same index (e.g. Nifty 50 or Nifty LargeMidcap 250) or overlap in their top large-cap picks. To improve your portfolio's diversification, consider allocating one of these tranches to a category with lower structural correlation (such as a mid-cap, small-cap, or international equity fund).
| Stock | in Franklin | in SBI |
|---|---|---|
| ICICI BankBanks | 9.78% | 8.66% |
| HDFC BankBanks | 5.14% | 7.78% |
| Larsen & ToubroConstruction | 5.01% | 5.43% |
| State Bank of IndiaBanks | 4.81% | 3.67% |
| InfosysIT - Software | 4.24% | 3.66% |
| Kotak Mahindra BankBanks | 5.22% | 3.65% |
| Reliance IndustriesPetroleum Products | 3.89% | 3.59% |
| Tata MotorsAgricultural, Commercial & Construction Vehicles | 2.13% | 3.25% |
| Bharti AirtelTelecom - Services | 3.73% | 2.10% |
| EternalRetailing | 4.02% | 1.73% |
| Axis BankBanks | 1.55% | 3.24% |
| Interglobe AviationTransport Services | 3.08% | 1.04% |
| Life Insurance Corporation Of IndiaInsurance | 1.78% | 0.97% |
| Ultratech CementCement & Cement Products | 1.66% | 0.72% |
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 Aug 2026). Equity holdings only, ISIN-verified. Not investment advice.