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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
₹7,490 Cr
up ₹2 Cr vs Jul 2026
- Stocks held
- 36
- down 4 vs Jul 2026
- Top 10 weight
- 52.6%
- of the portfolio in its ten largest
- Cash & debt
- 2.0%
- cash, money market and debt
- Moves this month
- 4 in · 8 out
- added to 10, trimmed 14
Franklin India Large Cap Fund is an active equity fund in the Large Cap category from Franklin Templeton Mutual Fund. In August 2026 it disclosed 36 stocks worth ₹7,490 Cr, up ₹2 Cr from Jul 2026. Its largest positions were ICICI Bank Limited (9.8%), Mahindra & Mahindra Limited (5.9%), Kotak Mahindra Bank Limited (5.2%); the ten largest together made up 52.6% of the portfolio, and Banks was the biggest sector at 27.0% of its equity. Cash and debt stood at 2.0%. Compared with Jul 2026 the fund entered 4 new stocks and exited 8.
Against 33 other Large Cap funds
Concentration
85%
Top-10 weight is higher than 85% of peers
Breadth
9%
Holds more stocks than 9% of peers
Cash
45%
Holds more cash than 45% of peers
What these mean: concentration · cash
Holdings in August 2026
Download CSVEvery line the fund disclosed, with the change against Jul 2026. Click a column to sort; click a company to see every fund that owns it. New to these? How to read a portfolio.
| ICICI Bank Limited | 9.78% | up 0.12 pts | ₹732 Cr | up ₹9.4 Cr | Added |
| Mahindra & Mahindra Limited | 5.94% | down 0.21 pts | ₹445 Cr | down ₹15.8 Cr | Trimmed |
| Kotak Mahindra Bank Limited | 5.22% | up 1.00 pts | ₹391 Cr | up ₹74.7 Cr | Added |
| HDFC Bank Limited | 5.14% | down 0.29 pts | ₹385 Cr | down ₹21.3 Cr | Trimmed |
| Larsen & Toubro Limited | 5.01% | up 1.39 pts | ₹376 Cr | up ₹104 Cr | Added |
| State Bank of India | 4.81% | up 2.56 pts | ₹360 Cr | up ₹192 Cr | Added |
| Bajaj Finserv Limited | 4.47% | down 0.02 pts | ₹335 Cr | down ₹1.3 Cr | Held |
| Infosys Limited | 4.24% | up 0.01 pts | ₹317 Cr | up ₹1 Cr | Held |
| Eternal Limited | 4.02% | down 0.34 pts | ₹301 Cr | down ₹25 Cr | Trimmed |
| Torrent Pharmaceuticals Limited | 3.99% | down 0.05 pts | ₹299 Cr | down ₹3.4 Cr | Trimmed |
| Reliance Industries Limited | 3.89% | down 1.96 pts | ₹291 Cr | down ₹146 Cr | Trimmed |
| Bharti Airtel Limited | 3.73% | up 0.22 pts | ₹279 Cr | up ₹16.4 Cr | Added |
| SBI Life Insurance Company Limited | 3.65% | down 0.02 pts | ₹274 Cr | down ₹1.3 Cr | Held |
| InterGlobe Aviation Limited | 3.08% | up 0.73 pts | ₹231 Cr | up ₹55 Cr | Added |
| Apollo Hospitals Enterprise Limited | 3.08% | up 1.80 pts | ₹230 Cr | up ₹135 Cr | Added |
| Hindalco Industries Limited | 2.88% | up 0.12 pts | ₹216 Cr | up ₹8.7 Cr | Added |
| Tata Motors Ltd | 2.13% | up 0.15 pts | ₹159 Cr | up ₹11.6 Cr | Added |
| Tata Consumer Products Limited | 1.94% | down 0.09 pts | ₹145 Cr | down ₹6.4 Cr | Trimmed |
| Cash, TREPS & receivables | 1.88% | up 0.10 pts | ₹141 Cr | up ₹7.2 Cr | Added |
| PB Fintech Limited | 1.83% | up 0.27 pts | ₹137 Cr | up ₹20 Cr | Added |
| Life Insurance Corporation Of India | 1.78% | up 1.78 pts | ₹133 Cr | up ₹133 Cr | New |
| Vishal Mega Mart Limited | 1.72% | up 0.85 pts | ₹129 Cr | up ₹63.4 Cr | Added |
| UltraTech Cement Limited | 1.66% | down 0.07 pts | ₹124 Cr | down ₹4.9 Cr | Trimmed |
| Polycab India Limited | 1.57% | up 1.57 pts | ₹118 Cr | up ₹118 Cr | New |
| Axis Bank Limited | 1.55% | down 1.43 pts | ₹116 Cr | down ₹107 Cr | Trimmed |
| Billionbrains Garage Ventures Ltd | 1.38% | up 0.38 pts | ₹103 Cr | up ₹28.6 Cr | Added |
| Marico Limited | 1.20% | up 0.34 pts | ₹90 Cr | up ₹25.3 Cr | Added |
| ABB India Limited | 1.11% | down 0.10 pts | ₹83.3 Cr | down ₹7.1 Cr | Trimmed |
| United Spirits Limited | 1.08% | down 0.02 pts | ₹81.2 Cr | down ₹1.4 Cr | Trimmed |
| Tata Power Company Limited | 1.05% | down 0.10 pts | ₹78.7 Cr | down ₹7.6 Cr | Trimmed |
| JSW Infrastructure Ltd | 1.04% | up 0.08 pts | ₹77.6 Cr | up ₹6.3 Cr | Added |
| Oberoi Realty Limited | 0.96% | up 0.02 pts | ₹71.7 Cr | up ₹1.5 Cr | Added |
| Trent Limited | 0.95% | down 0.04 pts | ₹71.2 Cr | down ₹3.1 Cr | Trimmed |
| Coforge Limited | 0.94% | up 0.94 pts | ₹70.1 Cr | up ₹70.1 Cr | New |
| Swiggy Limited | 0.74% | down 0.24 pts | ₹55.6 Cr | down ₹18.3 Cr | Trimmed |
| HCL Technologies Limited | 0.25% | down 1.73 pts | ₹18.7 Cr | down ₹130 Cr | Trimmed |
| DLF Limited | 0.18% | up 0.18 pts | ₹13.5 Cr | up ₹13.5 Cr | New |
| 182 Days Treasury Bill 19-Nov-2026 Debt | 0.13% | up 0.13 pts | ₹9.9 Cr | up ₹9.9 Cr | New |
What changed, Jul 2026 to Aug 2026
New New positions (4)
- Life Insurance Corporation Of India1.8% · ₹133 Cr
- Polycab India Limited1.6% · ₹118 Cr
- Coforge Limited0.9% · ₹70.1 Cr
- DLF Limited0.2% · ₹13.5 Cr
Exited Exited (8)
- Hindustan Unilever Limitedwas 1.8% · ₹135 Cr
- Cholamandalam Investment and Finance Company Limitedwas 1.3% · ₹94.1 Cr
- Divi's Laboratories Limitedwas 1.1% · ₹84.1 Cr
- Max Healthcare Institute Limited
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 Jul 2026, the weight rose most in Banks (+2.0 pts) and Industrial Products (+1.6 pts), and fell most in Petroleum Products (−2.0 pts) and Diversified FMCG (−1.8 pts).
- Banks25.0% → 27.0%+2.0 pts
- Industrial Products0.0% → 1.6%new+1.6 pts
- Construction3.7% → 5.1%+1.4 pts
- Insurance4.5% → 5.5%+1.0 pts
- Healthcare Services2.3% → 3.1%+0.8 pts
- Transport Services2.4% → 3.1%+0.8 pts
- Petroleum Products6.0% → 4.0%−2.0 pts
- Diversified FMCG1.8% → 0.0%exited−1.8 pts
- Finance5.9% → 4.6%−1.3 pts
- Pharmaceuticals & Biotechnology5.3% → 4.1%−1.2 pts
- IT - Software6.3% → 5.5%−0.8 pts
- Auto Components0.8% → 0.0%exited−0.8 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 | Feb 2026 | May 2026 | Jul 2026 | Aug 2026 |
|---|---|---|---|---|
| Banks | 29.8% | 28.1% | 25.0% | 27.0% |
| Retailing | 9.3% | 7.9% | 7.3% | 7.6% |
| Automobiles | 4.8% | 5.3% | 6.3% | 6.1% |
| Insurance | 2.7% | 4.7% | 4.5% | 5.5% |
| IT - Software | 7.5% | 7.0% | 6.3% | 5.5% |
| Construction | 2.2% | 4.0% | 3.7% | 5.1% |
| Finance | — | 3.2% | 5.9% | 4.6% |
| Pharmaceuticals & Biotechnology | 9.2% | 4.9% | 5.3% | 4.1% |
| Petroleum Products | 5.2% | 5.5% | 6.0% | 4.0% |
| Telecom - Services | — | 2.4% | 3.6% | 3.8% |
Allocation in Aug 2026change vs Jul 2026
- Banks (5)27.0%▲ 2.0 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. More on reading cash.
Cash & debt, Aug 2026
2.0%
▲ 0.1 pts vs Jul 2026
- Cash alone
- 1.9%
- 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.