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

They share 10 common holdings, a weighted portfolio overlap of about 15.86% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 15.86% 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 Tata Large & Mid Cap Fund

Franklin Templeton MF · Equity (Diversified)Tata MF · Large & Mid Cap· as on May 2026

Weighted portfolio overlap

15.86%

Low overlap

Common

Only Franklin

Only Tata

10 of 85 unique stocks in common · Jaccard: 11.8%

Common holdings

Stock	in Franklin	in Tata
Reliance IndustriesPetroleum Products	4.65%	3.90%
State Bank of IndiaBanks	3.28%	5.20%
IDFC First BankBanks	2.12%	4.42%
Tata CommunicationsTelecom - Services	1.65%	2.90%
Sudarshan Chemical IndustriesChemicals & Petrochemicals	1.61%	1.30%
Tata Motors Passenger VehiclesAutomobiles	2.05%	1.06%
HDFC BankBanks	0.90%	8.22%
Ultratech CementCement & Cement Products	1.50%	0.83%
Mankind PharmaPharmaceuticals & Biotechnology	3.10%	0.79%
PB FintechFinancial Technology (Fintech)	2.12%	0.04%

FAQ

How much do Franklin India Opportunities Fund and Tata Large & Mid Cap Fund overlap?: They share 10 common holdings, a weighted portfolio overlap of about 15.86% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 15.86% 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.