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

They share 11 common holdings, a weighted portfolio overlap of about 17.01% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 17.01% 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 & Mid Cap Fund ^ vs Tata Large & Mid Cap Fund

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

Weighted portfolio overlap

17.01%

Low overlap

Common

Only Franklin

Only Tata

11 of 99 unique stocks in common · Jaccard: 11.1%

Common holdings

Stock	in Franklin	in Tata
ICICI BankBanks	4.55%	3.71%
HDFC BankBanks	2.86%	8.22%
State Bank of IndiaBanks	2.22%	5.20%
Larsen & ToubroConstruction	1.90%	1.90%
Bharti AirtelTelecom - Services	1.58%	3.94%
United BreweriesBeverages	1.47%	1.79%
Godrej PropertiesRealty	1.00%	3.85%
Ultratech CementCement & Cement Products	1.60%	0.83%
Kotak Mahindra BankBanks	2.88%	0.72%
InfosysIT - Software	2.07%	0.68%
PB FintechFinancial Technology (Fintech)	1.86%	0.04%

FAQ

How much do Franklin India Large & Mid Cap Fund ^ and Tata Large & Mid Cap Fund overlap?: They share 11 common holdings, a weighted portfolio overlap of about 17.01% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 17.01% 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.