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

They share 14 common holdings, a weighted portfolio overlap of about 45.01% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 45.01% 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 Tata Large Cap Fund

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

Weighted portfolio overlap

45.01%

Moderate overlap

Common

Only Franklin

Only Tata

14 of 75 unique stocks in common · Jaccard: 18.7%

Common holdings

Stock	in Franklin	in Tata
ICICI BankBanks	8.86%	8.25%
HDFC BankBanks	6.62%	6.03%
Reliance IndustriesPetroleum Products	5.43%	5.17%
Kotak Mahindra BankBanks	4.36%	3.57%
Larsen & ToubroConstruction	3.93%	3.54%
InfosysIT - Software	3.94%	3.28%
Axis BankBanks	4.68%	2.97%
State Bank of IndiaBanks	3.17%	2.95%
Bharti AirtelTelecom - Services	2.32%	5.76%
Mahindra & MahindraAutomobiles	4.34%	2.27%
Hindustan UnileverDiversified FMCG	1.93%	1.97%
Interglobe AviationTransport Services	1.24%	2.14%
Power Grid Corporation of IndiaPower	0.95%	1.44%
ABB IndiaElectrical Equipment	1.26%	0.54%

FAQ

How much do Franklin India Large Cap Fund ^ and Tata Large Cap Fund overlap?: They share 14 common holdings, a weighted portfolio overlap of about 45.01% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 45.01% 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.