How much do Franklin India Large & Mid Cap Fund ^ and SBI Large and Midcap Fund overlap?

They share 15 common holdings, a weighted portfolio overlap of about 22.73% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 22.73% 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 & Mid Cap Fund ^ vs SBI Large and Midcap Fund

Franklin Templeton MF · Large & Mid CapSBI MF · Large & Mid Cap· as on May 2026

Weighted portfolio overlap

22.73%

Moderate overlap

Common

Only Franklin

Only SBI

15 of 118 unique stocks in common · Jaccard: 12.7%

Common holdings

Stock	in Franklin	in SBI
Axis BankBanks	3.95%	3.30%
HDFC BankBanks	2.86%	7.18%
ICICI BankBanks	4.55%	2.65%
State Bank of IndiaBanks	2.22%	2.81%
Colgate Palmolive (India)Personal Products	1.98%	2.17%
Asian PaintsConsumer Durables	1.58%	2.60%
United BreweriesBeverages	1.47%	1.62%
Tata MotorsAgricultural, Commercial & Construction Vehicles	1.38%	2.05%
Hexaware TechnologiesIT - Software	1.09%	1.55%
InfosysIT - Software	2.07%	1.03%
LupinPharmaceuticals & Biotechnology	1.01%	0.92%
DelhiveryTransport Services	0.86%	0.86%
Ashok LeylandAgricultural, Commercial & Construction Vehicles	0.67%	2.21%
HCL TechnologiesIT - Software	1.27%	0.66%
Persistent SystemsIT - Software	2.19%	0.05%

FAQ

How much do Franklin India Large & Mid Cap Fund ^ and SBI Large and Midcap Fund overlap?: They share 15 common holdings, a weighted portfolio overlap of about 22.73% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 22.73% 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.