How much do Franklin India Mid Cap Fund ^ and Franklin India Small Cap Fund ^ overlap?

They share 19 common holdings, a weighted portfolio overlap of about 20.58% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 20.58% 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 Mid Cap Fund ^ vs Franklin India Small Cap Fund ^

Franklin Templeton MF · Mid CapFranklin Templeton MF · Small Cap· as on May 2026

Weighted portfolio overlap

20.58%

Moderate overlap

Common

Only Franklin India Mid

Only Franklin India Small

19 of 142 unique stocks in common · Jaccard: 13.4%

Common holdings

Stock	in Franklin India Mid	in Franklin India Small
Hindustan AeronauticsAerospace & Defense	1.97%	1.66%
Deepak NitriteChemicals & Petrochemicals	1.51%	1.69%
Crompton Greaves Consumer ElectricalsConsumer Durables	1.47%	1.63%
Equitas Small Finance BankBanks	1.35%	2.44%
Tata SteelFerrous Metals	1.68%	1.28%
HDFC BankBanks	1.28%	1.28%
Kalyan Jewellers IndiaConsumer Durables	1.42%	1.27%
PNB Housing FinanceFinance	1.18%	2.02%
Tata Power CompanyPower	1.10%	1.08%
Aster DM HealthcareHealthcare Services	1.06%	1.80%
Hexaware TechnologiesIT - Software	1.04%	1.40%
Angel OneCapital Markets	0.98%	1.98%
EmamiPersonal Products	0.97%	1.12%
K.P.R. MillTextiles & Apparels	0.95%	1.34%
Exide IndustriesAuto Components	0.89%	1.12%
The Ramco CementsCement & Cement Products	0.76%	0.82%
Motherson Sumi Wiring IndiaAuto Components	0.83%	0.70%
Kajaria CeramicsConsumer Durables	0.65%	2.22%
City Union BankBanks	0.49%	0.88%

FAQ

How much do Franklin India Mid Cap Fund ^ and Franklin India Small Cap Fund ^ overlap?: They share 19 common holdings, a weighted portfolio overlap of about 20.58% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 20.58% 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.