How much do Franklin India Retirement Fund ^ and ICICI Prudential Retirement Fund - Hybrid Aggressive Plan overlap?

They share 19 common holdings, a weighted portfolio overlap of about 16.51% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 16.51% 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 Retirement Fund ^ vs ICICI Prudential Retirement Fund - Hybrid Aggressive Plan

Franklin Templeton MF · Solution-OrientedICICI Pru MF · Solution-Oriented· as on May 2026

Weighted portfolio overlap

16.51%

Low overlap

Common

Only Franklin

Only ICICI

19 of 102 unique stocks in common · Jaccard: 18.6%

Common holdings

Stock	in Franklin	in ICICI
HDFC BankBanks	2.72%	2.37%
Reliance IndustriesPetroleum Products	1.88%	2.14%
Larsen & ToubroConstruction	1.70%	1.89%
Axis BankBanks	1.75%	1.52%
EternalRetailing	1.02%	0.98%
Ultratech CementCement & Cement Products	0.96%	1.65%
Kirloskar Oil EnginesIndustrial Products	0.90%	1.65%
State Bank of IndiaBanks	1.96%	0.87%
Mahindra & MahindraAutomobiles	0.87%	2.21%
Tata SteelFerrous Metals	0.72%	1.17%
Britannia IndustriesFood Products	0.71%	1.25%
Bharat ElectronicsAerospace & Defense	0.58%	0.71%
Interglobe AviationTransport Services	0.45%	1.32%
Hindustan AeronauticsAerospace & Defense	0.44%	0.95%
Maruti Suzuki IndiaAutomobiles	0.40%	0.96%
Hindustan UnileverDiversified FMCG	0.37%	1.83%
HDFC Life Insurance CompanyInsurance	0.36%	1.03%
PNB Housing FinanceFinance	0.31%	0.44%
V-Mart RetailRetailing	0.12%	0.55%

FAQ

How much do Franklin India Retirement Fund ^ and ICICI Prudential Retirement Fund - Hybrid Aggressive Plan overlap?: They share 19 common holdings, a weighted portfolio overlap of about 16.51% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 16.51% 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.