Franklin India Opportunities Fund
Monthly portfolio · 24 months through Aug-2026
compared to Jul-2026 · as on August 31, 2026
Holdings
46
Scheme AUM
₹9,717 cr
New
2
Exited
5
Increased
10
Reduced
4
| Change | Security | Industry / Rating | Quantity | Δ Qty | % to NAV | Δ % | Market value |
|---|---|---|---|---|---|---|---|
| — | Hindustan Aeronautics Ltd INE066F01020 | Aerospace & Defense | 15,55,200 | — | 7.68% | -0.05pp | ₹747 cr |
| — | TBO Tek Ltd INE673O01025 | Leisure Services | 24,46,567 | — | 4.39% | +0.38pp | ₹427 cr |
| — | APL Apollo Tubes Ltd INE702C01027 | Industrial Products | 16,62,735 | — | 3.80% | +0.57pp | ₹370 cr |
| Increased | Mankind Pharma Ltd INE634S01028 | Pharmaceuticals & Biotechnology | 15,21,556 | +3,83,132 | 3.79% | +0.78pp | ₹368 cr |
| — | Amphenol Corp US0320951017 | Industrial Manufacturing | 2,34,384 | — | 3.64% | -0.21pp | ₹354 cr |
| — | Syrma SGS Technology Ltd INE0DYJ01015 | Industrial Manufacturing | 23,93,073 | — | 3.54% | +0.04pp | ₹344 cr |
| — | TVS Motor Co Ltd INE494B01023 | Automobiles | 7,41,718 | — | 3.31% | -0.11pp | ₹322 cr |
| — | AIA Engineering Ltd INE212H01026 | Industrial Products | 6,92,096 | — | 3.03% | -0.37pp | ₹295 cr |
| — | Shriram Finance Ltd INE721A01047 | Finance | 26,53,466 | — | 3.03% | +0.06pp | ₹295 cr |
| — | Reliance Industries Ltd INE002A01018 | Petroleum Products | 21,54,638 | — | 2.83% | -0.18pp | ₹275 cr |
| — | Kirloskar Oil Engines Ltd INE146L01010 | Industrial Products | 12,88,353 | — | 2.78% | -0.24pp | ₹270 cr |
| — | Asian Paints Ltd INE021A01026 | Consumer Durables | 10,18,302 | — | 2.78% | -0.21pp | ₹270 cr |
| Reduced | HDFC Bank Ltd INE040A01034 | Banks | 38,10,272 | -19,29,678 | 2.78% | -1.82pp | ₹270 cr |
| — | NTPC Ltd INE733E01010 | Power | 74,82,056 | — | 2.52% | -0.26pp | ₹245 cr |
| — | Finolex Cables Ltd INE235A01022 | Industrial Products | 19,62,941 | — | 2.52% | +0.44pp | ₹245 cr |
| Increased | Aster DM Quality Care Ltd INE914M01019 | Healthcare Services | 31,85,684 | +8,91,554 | 2.48% | +0.46pp | ₹241 cr |
| — | Axis Bank Ltd INE238A01034 | Banks | 16,34,640 | — | 2.19% | +0.04pp | ₹213 cr |
| — | PB Fintech Ltd INE417T01026 | Financial Technology (Fintech) | 10,86,314 | — | 2.10% | +0.23pp | ₹204 cr |
| — | Akums Drugs And Pharmaceuticals Ltd INE09XN01023 | Pharmaceuticals & Biotechnology | 25,33,367 | — | 2.02% | +0.24pp | ₹197 cr |
| Increased | Metropolis Healthcare Ltd INE112L01020 | Healthcare Services | 30,11,235 | +4,90,351 | 1.80% | +0.23pp | ₹175 cr |
| Increased | One 97 Communications Ltd INE982J01020 | Financial Technology (Fintech) | 9,14,169 | +3,89,008 | 1.62% | +0.86pp | ₹157 cr |
| — | IDFC First Bank Ltd INE092T01019 | Banks | 1,72,56,750 | — | 1.53% | -0.04pp | ₹148 cr |
| — | SKF India Industrial Ltd INE2J8701016 | Industrial Products | 4,83,771 | — | 1.49% | +0.07pp | ₹144 cr |
| New | Hyundai Motor India Ltd INE0V6F01027 | Automobiles | 6,46,174 | — | 1.47% | — | ₹142 cr |
| — | Piramal Pharma Ltd INE0DK501011 | Pharmaceuticals & Biotechnology | 61,54,389 | — | 1.36% | +0.07pp | ₹132 cr |
| — | SBI Life Insurance Co Ltd INE123W01016 | Insurance | 7,41,964 | — | 1.33% | -0.17pp | ₹129 cr |
| — | CE Info Systems Ltd INE0BV301023 | IT - Software | 12,58,272 | — | 1.31% | -0.28pp | ₹128 cr |
| Reduced | Sudarshan Chemical Industries Ltd INE659A01023 | Chemicals & Petrochemicals | 9,98,295 | -4,97,231 | 1.30% | -0.32pp | ₹126 cr |
| — | Tata Communications Ltd INE151A01013 | Telecom - Services | 7,31,054 | — | 1.30% | -0.08pp | ₹126 cr |
| — | Pricol Ltd INE726V01018 | Auto Components | 15,63,667 | — | 1.29% | +0.13pp | ₹126 cr |
| — | Affle 3i Ltd INE00WC01027 | IT - Services | 7,75,972 | — | 1.28% | -0.04pp | ₹124 cr |
| Increased | Honeywell Automation India Ltd INE671A01010 | Industrial Manufacturing | 34,424 | +6,553 | 1.26% | +0.12pp | ₹122 cr |
| Increased | Sundram Fasteners Ltd INE387A01021 | Auto Components | 9,78,124 | +68,994 | 1.21% | +0.26pp | ₹118 cr |
| Increased | Ujjivan Small Finance Bank Ltd INE551W01018 | Banks | 1,45,68,093 | +4,09,313 | 1.04% | -0.05pp | ₹101 cr |
| — | Lemon Tree Hotels Ltd INE970X01018 | Leisure Services | 90,02,650 | — | 0.98% | -0.07pp | ₹95.65 cr |
| — | Data Patterns India Ltd INE0IX101010 | Aerospace & Defense | 2,08,545 | — | 0.97% | +0.01pp | ₹94.29 cr |
| — | Interglobe Aviation Ltd INE646L01027 | Transport Services | 1,77,269 | — | 0.95% | -0.03pp | ₹92.78 cr |
| — | Zensar Technologies Ltd INE520A01027 | IT - Software | 18,48,064 | — | 0.88% | -0.13pp | ₹85.08 cr |
| — | Emmvee Photovoltaic Power Ltd INE1C6T01020 | Electrical Equipment | 23,61,050 | — | 0.78% | -0.02pp | ₹75.97 cr |
| Increased | IIFL Finance Ltd INE530B01024 | Finance | 11,57,548 | +3,25,233 | 0.77% | +0.23pp | ₹74.86 cr |
| Increased | Manipal Health Enterprises Ltd INE459N01021 | Healthcare Services | 9,56,553 | +87,753 | 0.75% | +0.20pp | ₹72.97 cr |
| Increased | Timken India Ltd INE325A01013 | Industrial Products | 2,22,135 | +377 | 0.72% | -0.03pp | ₹69.96 cr |
| Reduced | Intellect Design Arena Ltd INE306R01017 | IT - Software | 8,93,087 | -2,55,822 | 0.63% | -0.26pp | ₹60.81 cr |
| New | 91 DTB (05-Nov-2026) $ ~~ IN002026X180 | SOVEREIGN | 50,00,000 | — | 0.51% | — | ₹49.54 cr |
| Reduced | Eris Lifesciences Ltd INE406M01024 | Pharmaceuticals & Biotechnology | 30,633 | -6,87,359 | 0.04% | -1.00pp | ₹3.97 cr |
| — | Five-Star Business Finance Ltd INE128S01021 | Finance | 77 | — | 0.00% | — | ₹0 cr |
| Exited | Amber Enterprises India Ltd INE371P01015 | Consumer Durables | — | -2,53,035 | — | -2.01pp | — |
| Exited | Tata Motors Passenger Vehicles Ltd INE155A01022 | Automobiles | — | -45,33,673 | — | -1.65pp | — |
| Exited | Ultratech Cement Ltd INE481G01011 | Cement & Cement Products | — | -54,343 | — | -0.69pp | — |
| Exited | State Bank of India INE062A01020 | Banks | — | -2,29,415 | — | -0.25pp | — |
| Exited | 91 DTB (28-AUG-2026) $ ~~ IN002026X081 | SOVEREIGN | — | -25,00,000 | — | -0.27pp | — |
Cash & other
| Chennai Interactive Business Services Pvt Ltd ** ^^ | 0.00% | ₹0 cr |
| Call, Cash & Other Assets | 10.22% | ₹993 cr |