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

They share 20 common holdings, a weighted portfolio overlap of about 26.24% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 26.24% 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 SBI Midcap Fund

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

Weighted portfolio overlap

26.24%

Moderate overlap

Common

Only Franklin

Only SBI

20 of 108 unique stocks in common · Jaccard: 18.5%

Common holdings

Stock	in Franklin	in SBI
The Federal BankBanks	2.44%	2.22%
BioconPharmaceuticals & Biotechnology	2.18%	2.86%
ICICI Lombard General Insurance CompanyInsurance	1.90%	2.07%
Mahindra & Mahindra Financial ServicesFinance	1.84%	1.75%
Shree CementCement & Cement Products	1.73%	2.70%
Page IndustriesTextiles & Apparels	1.51%	1.72%
SRFChemicals & Petrochemicals	1.63%	1.51%
The Phoenix MillsRealty	1.64%	1.51%
Max Financial ServicesInsurance	1.45%	1.93%
Oberoi RealtyRealty	1.36%	1.97%
HDB Financial ServicesFinance	1.20%	2.13%
CoforgeIT - Software	1.68%	1.19%
JK CementCement & Cement Products	1.43%	1.10%
Procter & Gamble Hygiene and Health CarePersonal Products	0.96%	1.28%
Indus TowersTelecom - Services	0.94%	1.77%
Jubilant FoodworksLeisure Services	0.94%	1.44%
PI IndustriesFertilizers & Agrochemicals	0.85%	1.07%
Motherson Sumi Wiring IndiaAuto Components	0.83%	1.66%
360 One WamCapital Markets	0.57%	1.70%
Billionbrains Garage VenturesCapital Markets	1.34%	0.54%

FAQ

How much do Franklin India Mid Cap Fund ^ and SBI Midcap Fund overlap?: They share 20 common holdings, a weighted portfolio overlap of about 26.24% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 26.24% 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.