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

They share 20 common holdings, a weighted portfolio overlap of about 23.43% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 23.43% 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 Opportunities Fund vs Franklin India Small Cap Fund ^

Franklin Templeton MF · Equity (Diversified)Franklin Templeton MF · Small Cap· as on May 2026

Weighted portfolio overlap

23.43%

Moderate overlap

Common

Only Franklin India Opportunities

Only Franklin India Small

20 of 111 unique stocks in common · Jaccard: 18%

Common holdings

Stock	in Franklin India Opportunities	in Franklin India Small
Syrma SGS TechnologyIndustrial Manufacturing	2.53%	2.38%
Kirloskar Oil EnginesIndustrial Products	2.85%	2.28%
Aster DM HealthcareHealthcare Services	1.92%	1.80%
Hindustan AeronauticsAerospace & Defense	6.36%	1.66%
Metropolis HealthcareHealthcare Services	1.60%	1.75%
Axis BankBanks	3.85%	1.40%
Finolex CablesIndustrial Products	2.56%	1.36%
Lemon Tree HotelsLeisure Services	1.18%	1.19%
Eris LifesciencesPharmaceuticals & Biotechnology	1.15%	2.26%
PG ElectroplastConsumer Durables	1.35%	1.10%
Ujjivan Small Finance BankBanks	1.68%	1.02%
Intellect Design ArenaIT - Software	0.94%	0.91%
HDFC BankBanks	0.90%	1.28%
Akums Drugs And PharmaceuticalsPharmaceuticals & Biotechnology	1.52%	0.84%
AIA EngineeringIndustrial Products	2.93%	0.82%
IIFL FinanceFinance	0.71%	0.76%
Deepak NitriteChemicals & Petrochemicals	0.65%	1.69%
PricolAuto Components	1.01%	0.64%
Zensar TechnologiesIT - Software	0.61%	1.49%
Piramal PharmaPharmaceuticals & Biotechnology	1.22%	0.42%

FAQ

How much do Franklin India Opportunities Fund and Franklin India Small Cap Fund ^ overlap?: They share 20 common holdings, a weighted portfolio overlap of about 23.43% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 23.43% 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.