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Large Cap · Franklin Templeton Mutual Fund · AMFI code 100470Franklin India Large Cap Fund
Disclosed for 9 months, Jan 2026 to Sep 2026.Published as: Franklin India Large Cap Fund (Formerly known as Franklin India Bluechip Fund)
Portfolio value
₹7,256 Cr
up ₹111 Cr vs May 2026
- Stocks held
- 44
- down 3 vs May 2026
- Top 10 weight
- 52.8%
- of the portfolio in its ten largest
- Cash & debt
- 2.2%
- cash, money market and debt
- Moves this month
- 1 in · 4 out
- added to 10, trimmed 20
Franklin India Large Cap Fund is an active equity fund in the Large Cap category from Franklin Templeton Mutual Fund. In June 2026 it disclosed 44 stocks worth ₹7,256 Cr, up ₹111 Cr from May 2026. Its largest positions were ICICI Bank Limited (9.5%), HDFC Bank Limited (8.6%), Reliance Industries Limited (5.2%); the ten largest together made up 52.8% of the portfolio, and Banks was the biggest sector at 29.5% of its equity. Cash and debt stood at 2.2%. Compared with May 2026 the fund entered 1 new stock and exited 4.
Against 33 other Large Cap funds
Concentration
85%
Top-10 weight is higher than 85% of peers
Breadth
27%
Holds more stocks than 27% of peers
Cash
52%
Holds more cash than 52% of peers
Holdings in June 2026
Download CSVEvery line the fund disclosed, with the change against May 2026. Click a column to sort; click a company to see every fund that owns it.
| ICICI Bank Limited | 9.55% | up 0.69 pts | ₹693 Cr | up ₹59.8 Cr | Added |
| HDFC Bank Limited | 8.65% | up 2.03 pts | ₹627 Cr | up ₹155 Cr | Added |
| Reliance Industries Limited | 5.24% | down 0.19 pts | ₹380 Cr | down ₹8 Cr | Trimmed |
| Eternal Limited | 4.99% | up 0.19 pts | ₹362 Cr | up ₹19.2 Cr | Added |
| Mahindra & Mahindra Limited | 4.88% | up 0.54 pts | ₹354 Cr | up ₹43.9 Cr | Added |
| Axis Bank Limited | 4.82% | up 0.14 pts | ₹350 Cr | up ₹15.4 Cr | Added |
| Kotak Mahindra Bank Limited | 4.38% | up 0.02 pts | ₹318 Cr | up ₹6.5 Cr | Added |
| Larsen & Toubro Limited | 3.93% | up <0.01 pts | ₹285 Cr | up ₹4.6 Cr | Added |
| Infosys Limited | 3.34% | down 0.60 pts | ₹242 Cr | down ₹38.9 Cr | Trimmed |
| Bharti Airtel Limited | 2.98% | up 0.66 pts | ₹216 Cr | up ₹50.7 Cr | Added |
| SBI Life Insurance Company Limited | 2.90% | down 0.15 pts | ₹211 Cr | down ₹7.7 Cr | Trimmed |
| Bajaj Finserv Limited | 2.88% | up 0.85 pts | ₹209 Cr | up ₹64.2 Cr | Added |
| JB Chemicals & Pharmaceuticals Limited | 2.46% | up 0.10 pts | ₹179 Cr | up ₹10 Cr | Added |
| InterGlobe Aviation Limited | 2.05% | up 0.81 pts | ₹149 Cr | up ₹59.8 Cr | Added |
| Cash, TREPS & receivables | 2.02% | up 0.67 pts | ₹146 Cr | up ₹50.2 Cr | Added |
| Tata Motors Ltd | 1.97% | up 0.65 pts | ₹143 Cr | up ₹48.6 Cr | Added |
| HCL Technologies Limited | 1.92% | down 0.23 pts | ₹139 Cr | down ₹14.6 Cr | Trimmed |
| Hindustan Unilever Limited | 1.87% | down 0.06 pts | ₹136 Cr | down ₹2.3 Cr | Trimmed |
| UltraTech Cement Limited | 1.68% | down 0.06 pts | ₹122 Cr | down ₹2.5 Cr | Trimmed |
| Hindalco Industries Limited | 1.64% | down 0.32 pts | ₹119 Cr | down ₹21.1 Cr | Trimmed |
| Torrent Pharmaceuticals Limited | 1.54% | up 0.05 pts | ₹112 Cr | up ₹5.1 Cr | Added |
| HDFC Life Insurance Company Limited | 1.51% | down 0.07 pts | ₹109 Cr | down ₹3.6 Cr | Trimmed |
| Max Healthcare Institute Limited | 1.50% | up 0.20 pts | ₹109 Cr | up ₹15.8 Cr | Added |
| State Bank of India | 1.49% | down 1.68 pts | ₹108 Cr | down ₹118 Cr | Trimmed |
| PB Fintech Limited | 1.37% | down 0.08 pts | ₹99.5 Cr | down ₹4.5 Cr | Trimmed |
| Tata Consumer Products Limited | 1.29% | down 0.15 pts | ₹93.9 Cr | down ₹9 Cr | Trimmed |
| Apollo Hospitals Enterprise Limited | 1.28% | up 0.06 pts | ₹92.9 Cr | up ₹5.4 Cr | Added |
| Cholamandalam Investment and Finance Company Limited | 1.25% | up 0.16 pts | ₹91 Cr | up ₹12.8 Cr | Added |
| Tata Power Company Limited | 1.20% | down 0.13 pts | ₹87.4 Cr | down ₹8 Cr | Trimmed |
| ABB India Limited | 1.20% | down 0.06 pts | ₹87.3 Cr | down ₹2.8 Cr | Trimmed |
| Oberoi Realty Limited | 1.18% | up 0.02 pts | ₹85.8 Cr | up ₹3 Cr | Added |
| Trent Limited | 1.12% | up 0.14 pts | ₹81.1 Cr | up ₹11.5 Cr | Added |
| Asian Paints Limited | 1.06% | down 0.52 pts | ₹77.2 Cr | down ₹35.8 Cr | Trimmed |
| United Spirits Limited | 1.01% | up 0.05 pts | ₹73.6 Cr | up ₹4.4 Cr | Added |
| JSW Infrastructure Ltd | 1.01% | up 0.13 pts | ₹73.5 Cr | up ₹10.7 Cr | Added |
| Vishal Mega Mart Limited | 0.99% | down 0.05 pts | ₹71.8 Cr | down ₹2.3 Cr | Trimmed |
| Divi's Laboratories Limited | 0.95% | down 0.03 pts | ₹68.7 Cr | down ₹92 L | Trimmed |
| Marico Limited | 0.86% | up <0.01 pts | ₹62.1 Cr | up ₹1.1 Cr | Added |
| Swiggy Limited | 0.86% | down 0.08 pts | ₹62 Cr | down ₹4.8 Cr | Trimmed |
| LG Electronics India Ltd | 0.75% | up <0.01 pts | ₹54.4 Cr | up ₹99 L | Added |
| Ashok Leyland Limited | 0.69% | down <0.01 pts | ₹49.8 Cr | up ₹71 L | Added |
| Oil & Natural Gas Corporation Limited | 0.58% | down 0.09 pts | ₹42 Cr | down ₹5.4 Cr | Trimmed |
| Endurance Technologies Limited | 0.40% | up 0.40 pts | ₹28.8 Cr | up ₹28.8 Cr | New |
| Cognizant Technology Solutions Corporation | 0.37% | down 0.17 pts | ₹26.7 Cr | down ₹11.9 Cr | Trimmed |
| Maruti Suzuki India Limited | 0.26% | down 0.59 pts | ₹18.8 Cr | down ₹41.8 Cr | Trimmed |
| 91 Days Treasury Bill 28-Aug-2026 Debt | 0.14% | up 0.14 pts | ₹9.9 Cr | up ₹9.9 Cr | New |
What changed, May 2026 to Jun 2026
New New positions (1)
- Endurance Technologies Limited0.4% · ₹28.8 Cr
Exited Exited (4)
- Dixon Technologies (India) Limitedwas 1.0% · ₹73.3 Cr
- Power Grid Corporation of India Limitedwas 0.9% · ₹67.8 Cr
- Persistent Systems Limitedwas 0.8% · ₹57.7 Cr
- Crompton Greaves Consumer Electricals Limitedwas 0.5% · ₹34.2 Cr
Added Biggest additions
- HDFC Bank Limitedup ₹155 Cr (+2.03% pts)
Sectors
Which sectors the fund is moving towards and away from, and where its money sits now. Shares are of the fund’s classified equity holdings, so they add up to 100%.
Where the weight moved
Compared with
Since May 2026, the weight rose most in Banks (+1.4 pts) and Finance (+1.1 pts), and fell most in Consumer Durables (−2.0 pts) and IT - Software (−1.6 pts).
- Banks28.1% → 29.5%+1.4 pts
- Finance3.2% → 4.2%+1.1 pts
- Transport Services1.3% → 2.1%+0.8 pts
- Telecom - Services2.4% → 3.0%+0.7 pts
- Agricultural, Commercial & Construction Vehicles2.0% → 2.7%+0.7 pts
- Auto Components0.0% → 0.4%new+0.4 pts
- Consumer Durables3.9% → 1.9%−2.0 pts
- IT - Software7.0% → 5.4%−1.6 pts
- Power2.3% → 1.2%−1.1 pts
- Non - Ferrous Metals2.0% → 1.7%−0.3 pts
- Insurance4.7% → 4.5%−0.2 pts
- IT - Services0.5% → 0.4%−0.2 pts
A sector’s weight changes when the fund buys or sells, and also when its shares rise or fall in price, so a change is not by itself a sign of buying or selling.
Main sectors’ weights over time
| Sector | Mar 2026 | May 2026 | Jun 2026 |
|---|---|---|---|
| Banks | 26.7% | 28.1% | 29.5% |
| Retailing | 8.8% | 7.9% | 8.1% |
| IT - Software | 8.6% | 7.0% | 5.4% |
| Petroleum Products | 6.4% | 5.5% | 5.4% |
| Automobiles | 4.2% | 5.3% | 5.3% |
| Pharmaceuticals & Biotechnology | 8.3% | 4.9% | 5.1% |
| Insurance | 3.2% | 4.7% | 4.5% |
| Finance | — | 3.2% | 4.2% |
| Construction | 3.1% | 4.0% | 4.0% |
| Telecom - Services | — | 2.4% | 3.0% |
Allocation in Jun 2026change vs May 2026
- Banks (5)29.5%▲ 1.4 pts
- Retailing (4)8.1%▲ 0.3 pts
Cash and debt
The share of the portfolio not in shares: cash and net receivables, money-market instruments and bonds, as disclosed each month. Cash can dip below zero when payables, often on derivative positions, exceed it. A change here describes what the fund did; it is not a signal.
Cash & debt, Jun 2026
2.2%
▲ 0.7 pts vs May 2026
- Cash alone
- 2.0%
- cash and net receivables
- A year earlier
- —
- no disclosure
- Last 12 months
- 1.0% – 2.6%
- lowest to highest · record 2.6% in Mar 2026
History
Disclosed portfolio value by month, with the stocks the fund entered and exited against its previous disclosure. Every month is a link to that portfolio.