Franklin India Opportunities Fund
Monthly portfolio · 24 months through May-2026
compared to Apr-2026 · as on May 29, 2026
Holdings
46
Scheme AUM
₹8,724 cr
New
2
Exited
2
Increased
4
Reduced
3
| Change | Security | Industry / Rating | Quantity | Δ Qty | % to NAV | Δ % | Market value |
|---|---|---|---|---|---|---|---|
| Increased | Hindustan Aeronautics Ltd INE066F01020 | Aerospace & Defense | 12,90,170 | +3,19,030 | 6.36% | +1.43pp | ₹555 cr |
| — | Reliance Industries Ltd INE002A01018 | Petroleum Products | 30,70,606 | — | 4.65% | -0.50pp | ₹406 cr |
| — | Shriram Finance Ltd INE721A01047 | Finance | 37,03,959 | — | 4.02% | -0.05pp | ₹351 cr |
| — | Axis Bank Ltd INE238A01034 | Banks | 26,10,658 | — | 3.85% | -0.03pp | ₹336 cr |
| — | Amphenol Corp US0320951017 | Industrial Manufacturing | 2,34,384 | — | 3.80% | -0.04pp | ₹331 cr |
| — | APL Apollo Tubes Ltd INE702C01027 | Industrial Products | 16,62,735 | — | 3.49% | -0.22pp | ₹304 cr |
| — | NTPC Ltd INE733E01010 | Power | 74,82,056 | — | 3.32% | -0.18pp | ₹289 cr |
| — | State Bank of India INE062A01020 | Banks | 29,69,724 | — | 3.28% | -0.43pp | ₹286 cr |
| New | Asian Paints Ltd INE021A01026 | Consumer Durables | 10,18,302 | — | 3.12% | — | ₹272 cr |
| Reduced | Mankind Pharma Ltd INE634S01028 | Pharmaceuticals & Biotechnology | 11,38,424 | -93,252 | 3.10% | -0.14pp | ₹270 cr |
| — | AIA Engineering Ltd INE212H01026 | Industrial Products | 5,67,437 | — | 2.93% | +0.30pp | ₹256 cr |
| Increased | TVS Motor Co Ltd INE494B01023 | Automobiles | 7,41,718 | +4,59,500 | 2.85% | +1.70pp | ₹249 cr |
| — | Kirloskar Oil Engines Ltd INE146L01010 | Industrial Products | 12,88,353 | — | 2.85% | +0.28pp | ₹248 cr |
| Increased | Finolex Cables Ltd INE235A01022 | Industrial Products | 19,62,941 | +4,28,574 | 2.56% | +0.78pp | ₹223 cr |
| — | Syrma SGS Technology Ltd INE0DYJ01015 | Industrial Manufacturing | 20,29,351 | — | 2.53% | +0.25pp | ₹221 cr |
| — | Eternal Ltd INE758T01015 | Retailing | 84,29,102 | — | 2.42% | -0.02pp | ₹211 cr |
| — | Amber Enterprises India Ltd INE371P01015 | Consumer Durables | 2,53,035 | — | 2.21% | -0.17pp | ₹193 cr |
| — | PB Fintech Ltd INE417T01026 | Financial Technology (Fintech) | 10,86,314 | — | 2.12% | -0.00pp | ₹185 cr |
| — | IDFC First Bank Ltd INE092T01019 | Banks | 2,58,78,858 | — | 2.12% | +0.00pp | ₹185 cr |
| — | Tata Motors Passenger Vehicles Ltd INE155A01022 | Automobiles | 45,33,673 | — | 2.05% | +0.23pp | ₹179 cr |
| — | Aster DM Healthcare Ltd INE914M01019 | Healthcare Services | 22,94,130 | — | 1.92% | +0.03pp | ₹167 cr |
| — | Ujjivan Small Finance Bank Ltd INE551W01018 | Banks | 2,70,24,464 | — | 1.68% | -0.12pp | ₹147 cr |
| — | Tata Communications Ltd INE151A01013 | Telecom - Services | 7,31,054 | — | 1.65% | +0.29pp | ₹144 cr |
| — | Sudarshan Chemical Industries Ltd INE659A01023 | Chemicals & Petrochemicals | 14,95,526 | — | 1.61% | +0.01pp | ₹140 cr |
| — | Metropolis Healthcare Ltd INE112L01020 | Healthcare Services | 25,20,884 | — | 1.60% | +0.20pp | ₹140 cr |
| — | Mphasis Ltd INE356A01018 | IT - Software | 6,05,572 | — | 1.58% | -0.04pp | ₹138 cr |
| — | Akums Drugs And Pharmaceuticals Ltd INE09XN01023 | Pharmaceuticals & Biotechnology | 25,33,367 | — | 1.52% | -0.10pp | ₹133 cr |
| — | Ultratech Cement Ltd INE481G01011 | Cement & Cement Products | 1,13,843 | — | 1.50% | -0.05pp | ₹131 cr |
| Reduced | PG Electroplast Ltd INE457L01029 | Consumer Durables | 24,33,483 | -6,39,718 | 1.35% | -0.58pp | ₹117 cr |
| — | Affle 3i Ltd INE00WC01027 | IT - Services | 7,75,972 | — | 1.30% | +0.01pp | ₹114 cr |
| — | Piramal Pharma Ltd INE0DK501011 | Pharmaceuticals & Biotechnology | 61,54,389 | — | 1.22% | +0.05pp | ₹106 cr |
| — | Interglobe Aviation Ltd INE646L01027 | Transport Services | 2,36,227 | — | 1.19% | +0.00pp | ₹104 cr |
| — | Lemon Tree Hotels Ltd INE970X01018 | Leisure Services | 90,02,650 | — | 1.18% | -0.06pp | ₹103 cr |
| — | Indus Towers Ltd INE121J01017 | Telecom - Services | 23,14,234 | — | 1.17% | +0.06pp | ₹102 cr |
| — | Eris Lifesciences Ltd INE406M01024 | Pharmaceuticals & Biotechnology | 7,17,992 | — | 1.15% | +0.04pp | ₹100 cr |
| — | Pricol Ltd INE726V01018 | Auto Components | 15,63,667 | — | 1.01% | -0.04pp | ₹87.89 cr |
| — | Intellect Design Arena Ltd INE306R01017 | IT - Software | 11,48,909 | — | 0.94% | -0.06pp | ₹82.36 cr |
| Increased | SKF India Industrial Ltd INE2J8701016 | Industrial Products | 3,79,685 | +1,36,006 | 0.94% | +0.31pp | ₹82.13 cr |
| — | HDFC Bank Ltd INE040A01034 | Banks | 10,51,186 | — | 0.90% | -0.05pp | ₹78.27 cr |
| New | SBI Life Insurance Co Ltd INE123W01016 | Insurance | 4,03,034 | — | 0.85% | — | ₹73.76 cr |
| — | IIFL Finance Ltd INE530B01024 | Finance | 13,17,828 | — | 0.71% | -0.00pp | ₹61.53 cr |
| — | Deepak Nitrite Ltd INE288B01029 | Chemicals & Petrochemicals | 3,36,107 | — | 0.65% | -0.04pp | ₹56.53 cr |
| — | Zensar Technologies Ltd INE520A01027 | IT - Software | 10,72,111 | — | 0.61% | -0.04pp | ₹52.98 cr |
| — | CE Info Systems Ltd INE0BV301023 | IT - Software | 6,36,067 | — | 0.60% | -0.09pp | ₹52.14 cr |
| — | 364 DTB (04-Jun-2026) $ ~~ IN002025Z104 | SOVEREIGN | 25,00,000 | — | 0.29% | -0.01pp | ₹24.98 cr |
| Reduced | Biocon Ltd INE376G01013 | Pharmaceuticals & Biotechnology | 14,613 | -18,66,566 | 0.01% | -0.79pp | ₹0.63 cr |
| Exited | Maruti Suzuki India Ltd INE585B01010 | Automobiles | — | -1,03,685 | — | -1.62pp | — |
| Exited | Tata Motors Ltd INE1TAE01010 | Agricultural, Commercial & Construction Vehicles | — | -28,95,703 | — | -1.39pp | — |
Cash & other
| Chennai Interactive Business Services Pvt Ltd ** ^^ | 0.00% | ₹0 cr |
| Call, Cash & Other Assets | 7.27% | ₹634 cr |