Franklin India NSE Nifty 50 Index Fund vs NIPPON INDIA INDEX FUND - NIFTY 50 PLAN
Franklin vs Nippon· Portfolio Overlap Analysis
99.8%High Overlap
50 common stocksRank #931 / 5,000
Investor takeaway: These funds overlap 99.8%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.
Common Holdings (50)
| Stock | Wt% in Franklin India NSE Nifty 50 In | Wt% in NIPPON INDIA INDEX FUND - NIFT | Overlap |
|---|---|---|---|
HDFC Bank Ltd Banks | 11.81% | 11.82% | 11.81% |
ICICI Bank Ltd Banks | 8.56% | 8.57% | 8.56% |
Reliance Industries Ltd Petroleum Products | 8.18% | 8.19% | 8.18% |
Bharti Airtel Ltd Telecom - Services | 4.55% | 4.56% | 4.55% |
Larsen & Toubro Ltd Construction | 4.37% | 4.37% | 4.37% |
State Bank of India Banks | 4.33% | 4.34% | 4.33% |
Infosys Ltd IT - Software | 3.96% | 3.96% | 3.96% |
Axis Bank Ltd Banks | 3.45% | 3.45% | 3.45% |
Kotak Mahindra Bank Ltd Banks | 2.65% | 2.66% | 2.65% |
Mahindra & Mahindra Ltd Automobiles | 2.64% | 2.64% | 2.64% |
ITC Ltd Diversified FMCG | 2.63% | 2.63% | 2.63% |
Tata Consultancy Services Ltd IT - Software | 2.34% | 2.34% | 2.34% |
Bajaj Finance Ltd Finance | 2.30% | 2.30% | 2.30% |
Hindustan Unilever Ltd Diversified FMCG | 1.80% | 1.81% | 1.80% |
Maruti Suzuki India Ltd Automobiles | 1.70% | 1.70% | 1.70% |
Sun Pharmaceutical Industries Ltd Pharmaceuticals & Biotechnology | 1.60% | 1.60% | 1.60% |
NTPC Ltd Power | 1.57% | 1.58% | 1.57% |
Titan Co Ltd Consumer Durables | 1.55% | 1.55% | 1.55% |
Eternal Ltd Retailing | 1.54% | 1.54% | 1.54% |
Tata Steel Ltd Ferrous Metals | 1.53% | 1.53% | 1.53% |
Bharat Electronics Ltd Aerospace & Defense | 1.38% | 1.39% | 1.38% |
Shriram Finance Ltd Finance | 1.31% | 1.32% | 1.31% |
Ultratech Cement Ltd Cement & Cement Products | 1.31% | 1.31% | 1.31% |
HCL Technologies Ltd IT - Software | 1.27% | 1.28% | 1.27% |
Power Grid Corporation of India Ltd Power | 1.18% | 1.18% | 1.18% |
Hindalco Industries Ltd Non - Ferrous Metals | 1.16% | 1.16% | 1.16% |
JSW Steel Ltd Ferrous Metals | 1.03% | 1.03% | 1.03% |
Bajaj Finserv Ltd Finance | 0.99% | 0.99% | 0.99% |
Adani Ports and Special Economic Zone Ltd Transport Infrastructure | 0.98% | 0.98% | 0.98% |
Bajaj Auto Ltd Automobiles | 0.96% | 0.96% | 0.96% |
Eicher Motors Ltd Automobiles | 0.96% | 0.96% | 0.96% |
Interglobe Aviation Ltd Transport Services | 0.95% | 0.95% | 0.95% |
Oil & Natural Gas Corporation Ltd Oil | 0.94% | 0.95% | 0.94% |
Asian Paints Ltd Consumer Durables | 0.93% | 0.93% | 0.93% |
Grasim Industries Ltd Cement & Cement Products | 0.93% | 0.93% | 0.93% |
Coal India Ltd Consumable Fuels | 0.85% | 0.85% | 0.85% |
Nestle India Ltd Food Products | 0.81% | 0.81% | 0.81% |
SBI Life Insurance Co Ltd Insurance | 0.80% | 0.80% | 0.80% |
Trent Ltd Retailing | 0.75% | 0.75% | 0.75% |
Tech Mahindra Ltd IT - Software | 0.75% | 0.75% | 0.75% |
Jio Financial Services Ltd Finance | 0.73% | 0.73% | 0.73% |
Max Healthcare Institute Ltd Healthcare Services | 0.71% | 0.71% | 0.71% |
Apollo Hospitals Enterprise Ltd Healthcare Services | 0.70% | 0.70% | 0.70% |
Tata Motors Passenger Vehicles Ltd Automobiles | 0.70% | 0.70% | 0.70% |
Dr. Reddy's Laboratories Ltd Pharmaceuticals & Biotechnology | 0.68% | 0.68% | 0.68% |
HDFC Life Insurance Co Ltd Insurance | 0.67% | 0.67% | 0.67% |
Cipla Ltd Pharmaceuticals & Biotechnology | 0.66% | 0.66% | 0.66% |
Tata Consumer Products Ltd Agricultural Food & Other Products | 0.65% | 0.65% | 0.65% |
Wipro Ltd IT - Software | 0.50% | 0.50% | 0.50% |
Adani Enterprises Ltd Metals & Minerals Trading | 0.49% | 0.49% | 0.49% |
Unique to Franklin India NSE Nifty 50 In
All top holdings are shared with the other fund.
Unique to NIPPON INDIA INDEX FUND - NIFT
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks30.8% (5)
IT - Software8.8% (5)
Petroleum Products8.2% (1)
Automobiles7.0% (5)
Finance5.3% (4)
Telecom - Services4.5% (1)
Diversified FMCG4.4% (2)
Construction4.4% (1)
Pharmaceuticals & Biotechnology2.9% (3)
Power2.8% (2)
Ferrous Metals2.6% (2)
Consumer Durables2.5% (2)
Retailing2.3% (2)
Cement & Cement Products2.2% (2)
Insurance1.5% (2)
Healthcare Services1.4% (2)
Aerospace & Defense1.4% (1)
Non - Ferrous Metals1.2% (1)
Transport Infrastructure1.0% (1)
Transport Services0.9% (1)
Oil0.9% (1)
Consumable Fuels0.8% (1)
Food Products0.8% (1)
Agricultural Food & Other Products0.7% (1)
Metals & Minerals Trading0.5% (1)
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.