How much do Franklin India Multi-Factor Fund and SBI Quant Fund overlap?

They share 21 common holdings, a weighted portfolio overlap of about 22.53% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 22.53% 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 Multi-Factor Fund vs SBI Quant Fund

Franklin Templeton MF · Smart-Beta / FactorSBI MF · Smart-Beta / Factor· as on May 2026

Weighted portfolio overlap

22.53%

Moderate overlap

Common

Only Franklin

Only SBI

21 of 105 unique stocks in common · Jaccard: 20%

Common holdings

Stock	in Franklin	in SBI
InfosysIT - Software	2.94%	3.04%
HDFC BankBanks	6.33%	2.21%
Nestle IndiaFood Products	1.52%	4.08%
Axis BankBanks	1.90%	1.36%
Tata Consultancy ServicesIT - Software	1.35%	4.69%
Hero MotoCorpAutomobiles	1.23%	5.26%
Shriram FinanceFinance	1.20%	5.68%
Indus TowersTelecom - Services	1.12%	2.98%
Muthoot FinanceFinance	1.09%	2.69%
GE Vernova T&D IndiaElectrical Equipment	1.06%	3.05%
Hindustan ZincNon - Ferrous Metals	0.95%	2.63%
Oil & Natural Gas CorporationOil	0.93%	3.40%
Power Finance CorporationFinance	0.88%	4.44%
Aurobindo PharmaPharmaceuticals & Biotechnology	0.81%	2.67%
ICICI BankBanks	4.63%	0.73%
Bajaj FinanceFinance	0.71%	3.70%
Reliance IndustriesPetroleum Products	5.11%	0.65%
Polycab IndiaIndustrial Products	0.56%	2.76%
NTPCPower	1.92%	0.55%
Hindustan UnileverDiversified FMCG	0.38%	2.36%
General Insurance Corporation of IndiaInsurance	0.74%	0.29%

FAQ

How much do Franklin India Multi-Factor Fund and SBI Quant Fund overlap?: They share 21 common holdings, a weighted portfolio overlap of about 22.53% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 22.53% 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.