Franklin India Opportunities Fund
Monthly portfolio · 24 months through Sep-2026
compared to Aug-2026 · as on September 30, 2026
Holdings
52
Scheme AUM
₹9,577 cr
New
6
Exited
0
Increased
9
Reduced
7
| Change | Security | Industry / Rating | Quantity | Δ Qty | % to NAV | Δ % | Market value |
|---|---|---|---|---|---|---|---|
| Reduced | Hindustan Aeronautics Ltd INE066F01020 | Aerospace & Defense | 13,82,558 | -1,72,642 | 6.74% | -0.95pp | ₹645 cr |
| Increased | TBO Tek Ltd INE673O01025 | Leisure Services | 28,29,693 | +3,83,126 | 4.98% | +0.59pp | ₹477 cr |
| — | Syrma SGS Technology Ltd INE0DYJ01015 | Industrial Manufacturing | 23,93,073 | — | 4.45% | +0.92pp | ₹427 cr |
| — | Mankind Pharma Ltd INE634S01028 | Pharmaceuticals & Biotechnology | 15,21,556 | — | 3.98% | +0.19pp | ₹381 cr |
| Increased | Amphenol Corp US0320951017 | Industrial Manufacturing | 4,68,768 | +2,34,384 | 3.95% | +0.31pp | ₹379 cr |
| — | APL Apollo Tubes Ltd INE702C01027 | Industrial Products | 16,62,735 | — | 3.80% | -0.00pp | ₹364 cr |
| — | TVS Motor Co Ltd INE494B01023 | Automobiles | 7,41,718 | — | 3.18% | -0.13pp | ₹305 cr |
| — | Kirloskar Oil Engines Ltd INE146L01010 | Industrial Products | 12,88,353 | — | 3.10% | +0.32pp | ₹297 cr |
| — | Finolex Cables Ltd INE235A01022 | Industrial Products | 19,62,941 | — | 2.97% | +0.45pp | ₹285 cr |
| Increased | AIA Engineering Ltd INE212H01026 | Industrial Products | 7,01,583 | +9,487 | 2.83% | -0.20pp | ₹271 cr |
| Increased | One 97 Communications Ltd INE982J01020 | Financial Technology (Fintech) | 15,96,211 | +6,82,042 | 2.80% | +1.18pp | ₹268 cr |
| — | Shriram Finance Ltd INE721A01047 | Finance | 26,53,466 | — | 2.72% | -0.31pp | ₹261 cr |
| — | Reliance Industries Ltd INE002A01018 | Petroleum Products | 21,54,638 | — | 2.67% | -0.16pp | ₹256 cr |
| Increased | Aster DM Quality Care Ltd INE914M01019 | Healthcare Services | 35,27,124 | +3,41,440 | 2.57% | +0.09pp | ₹246 cr |
| — | Asian Paints Ltd INE021A01026 | Consumer Durables | 10,18,302 | — | 2.55% | -0.23pp | ₹245 cr |
| — | NTPC Ltd INE733E01010 | Power | 74,82,056 | — | 2.52% | +0.00pp | ₹241 cr |
| Increased | Ujjivan Small Finance Bank Ltd INE551W01018 | Banks | 3,34,66,880 | +1,88,98,787 | 2.36% | +1.32pp | ₹226 cr |
| Increased | Metropolis Healthcare Ltd INE112L01020 | Healthcare Services | 40,41,445 | +10,30,210 | 2.29% | +0.48pp | ₹219 cr |
| — | Akums Drugs And Pharmaceuticals Ltd INE09XN01023 | Pharmaceuticals & Biotechnology | 25,33,367 | — | 2.17% | +0.14pp | ₹207 cr |
| — | Axis Bank Ltd INE238A01034 | Banks | 16,34,640 | — | 2.09% | -0.09pp | ₹200 cr |
| Reduced | HDFC Bank Ltd INE040A01034 | Banks | 26,92,308 | -11,17,964 | 1.99% | -0.79pp | ₹191 cr |
| New | State Bank of India INE062A01020 | Banks | 19,75,987 | — | 1.98% | — | ₹190 cr |
| — | IDFC First Bank Ltd INE092T01019 | Banks | 1,72,56,750 | — | 1.47% | -0.06pp | ₹141 cr |
| — | SKF India Industrial Ltd INE2J8701016 | Industrial Products | 4,83,771 | — | 1.40% | -0.09pp | ₹134 cr |
| — | Hyundai Motor India Ltd INE0V6F01027 | Automobiles | 6,46,174 | — | 1.37% | -0.10pp | ₹131 cr |
| — | Piramal Pharma Ltd INE0DK501011 | Pharmaceuticals & Biotechnology | 61,54,389 | — | 1.33% | -0.03pp | ₹127 cr |
| — | SBI Life Insurance Co Ltd INE123W01016 | Insurance | 7,41,964 | — | 1.31% | -0.01pp | ₹126 cr |
| — | Sudarshan Chemical Industries Ltd INE659A01023 | Chemicals & Petrochemicals | 9,98,295 | — | 1.25% | -0.05pp | ₹120 cr |
| — | Pricol Ltd INE726V01018 | Auto Components | 15,63,667 | — | 1.22% | -0.07pp | ₹117 cr |
| Reduced | Tata Communications Ltd INE151A01013 | Telecom - Services | 6,97,778 | -33,276 | 1.21% | -0.09pp | ₹116 cr |
| Increased | Honeywell Automation India Ltd INE671A01010 | Industrial Manufacturing | 34,531 | +107 | 1.21% | -0.05pp | ₹116 cr |
| — | Sundram Fasteners Ltd INE387A01021 | Auto Components | 9,78,124 | — | 1.16% | -0.05pp | ₹111 cr |
| — | CE Info Systems Ltd INE0BV301023 | IT - Software | 12,58,272 | — | 1.13% | -0.18pp | ₹108 cr |
| New | Lenskart Solutions Ltd INE956O01016 | Retailing | 14,83,562 | — | 1.06% | — | ₹102 cr |
| New | Aavas Financiers Ltd INE216P01012 | Finance | 8,20,020 | — | 1.04% | — | ₹99.38 cr |
| Reduced | Affle 3i Ltd INE00WC01027 | IT - Services | 6,35,029 | -1,40,943 | 1.00% | -0.27pp | ₹95.95 cr |
| — | Lemon Tree Hotels Ltd INE970X01018 | Leisure Services | 90,02,650 | — | 0.98% | -0.00pp | ₹93.85 cr |
| New | Physicswallah Ltd INE0LP301011 | Other Consumer Services | 75,18,501 | — | 0.97% | — | ₹92.84 cr |
| — | Data Patterns India Ltd INE0IX101010 | Aerospace & Defense | 2,08,545 | — | 0.93% | -0.04pp | ₹89.4 cr |
| — | Interglobe Aviation Ltd INE646L01027 | Transport Services | 1,77,269 | — | 0.92% | -0.03pp | ₹88.35 cr |
| Reduced | PB Fintech Ltd INE417T01026 | Financial Technology (Fintech) | 7,87,707 | -2,98,607 | 0.88% | -1.22pp | ₹83.8 cr |
| — | Zensar Technologies Ltd INE520A01027 | IT - Software | 18,48,064 | — | 0.81% | -0.06pp | ₹78.01 cr |
| — | Emmvee Photovoltaic Power Ltd INE1C6T01020 | Electrical Equipment | 23,61,050 | — | 0.78% | -0.00pp | ₹74.59 cr |
| Increased | Timken India Ltd INE325A01013 | Industrial Products | 2,32,213 | +10,078 | 0.76% | +0.04pp | ₹72.82 cr |
| — | IIFL Finance Ltd INE530B01024 | Finance | 11,57,548 | — | 0.73% | -0.04pp | ₹69.54 cr |
| — | Manipal Health Enterprises Ltd INE459N01021 | Healthcare Services | 9,56,553 | — | 0.71% | -0.04pp | ₹67.75 cr |
| — | 91 DTB (05-Nov-2026) $ ~~ IN002026X180 | SOVEREIGN | 50,00,000 | — | 0.52% | +0.01pp | ₹49.75 cr |
| Reduced | Intellect Design Arena Ltd INE306R01017 | IT - Software | 7,03,786 | -1,89,301 | 0.45% | -0.17pp | ₹43.19 cr |
| New | 91 DTB (24-Dec-2026) $ ~~ IN002026X255 | SOVEREIGN | 20,00,000 | — | 0.21% | — | ₹19.75 cr |
| Reduced | Eris Lifesciences Ltd INE406M01024 | Pharmaceuticals & Biotechnology | 17,589 | -13,044 | 0.02% | -0.02pp | ₹2.1 cr |
| New | Artemis Medicare Services Ltd INE025R01021 | Healthcare Services | 6,061 | — | 0.00% | — | ₹0.21 cr |
| — | Five-Star Business Finance Ltd INE128S01021 | Finance | 77 | — | 0.00% | — | ₹0 cr |
Cash & other
| Chennai Interactive Business Services Pvt Ltd ** ^^ | 0.00% | ₹0 cr |
| Call, Cash & Other Assets | 4.47% | ₹429 cr |