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Sectoral / Thematic · Franklin Templeton Mutual Fund · AMFI code 100524Franklin India Opportunities Fund
Disclosed for 9 months, Jan 2026 to Sep 2026.
Portfolio value
₹9,717 Cr
up ₹373 Cr vs Jul 2026
- Stocks held
- 46
- down 3 vs Jul 2026
- Top 10 weight
- 39.1%
- of the portfolio in its ten largest
- Cash & debt
- 10.7%
- cash, money market and debt
- Moves this month
- 1 in · 4 out
- added to 10, trimmed 17
Franklin India Opportunities Fund is an active equity fund in the Sectoral / Thematic category from Franklin Templeton Mutual Fund. In August 2026 it disclosed 46 stocks worth ₹9,717 Cr, up ₹373 Cr from Jul 2026. Its largest positions were Hindustan Aeronautics Limited (7.7%), TBO Tek Limited (4.4%), APL Apollo Tubes Limited (3.8%); the ten largest together made up 39.1% of the portfolio, and Industrial Products was the biggest sector at 16.1% of its equity. Cash and debt stood at 10.7%. Compared with Jul 2026 the fund entered 1 new stock and exited 4.
Against 226 other Sectoral / Thematic funds
Concentration
31%
Top-10 weight is higher than 31% of peers
Breadth
57%
Holds more stocks than 57% of peers
Cash
96%
Holds more cash than 96% 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.
| Cash, TREPS & receivables | 10.22% | up 3.42 pts | ₹993 Cr | up ₹357 Cr | Added |
| Hindustan Aeronautics Limited | 7.68% | down 0.05 pts | ₹747 Cr | up ₹24.1 Cr | Added |
| TBO Tek Limited | 4.39% | up 0.38 pts | ₹427 Cr | up ₹52.3 Cr | Added |
| APL Apollo Tubes Limited | 3.80% | up 0.57 pts | ₹370 Cr | up ₹67.2 Cr | Added |
| Mankind Pharma Limited | 3.79% | up 0.78 pts | ₹368 Cr | up ₹86.9 Cr | Added |
| Amphenol Corp | 3.64% | down 0.21 pts | ₹354 Cr | down ₹5.6 Cr | Trimmed |
| Syrma SGS Technology Limited | 3.54% | up 0.04 pts | ₹344 Cr | up ₹16.8 Cr | Added |
| TVS Motor Company Limited | 3.31% | down 0.11 pts | ₹322 Cr | up ₹2.1 Cr | Added |
| AIA Engineering Limited | 3.03% | down 0.37 pts | ₹295 Cr | down ₹23.1 Cr | Trimmed |
| Shriram Transport Finance Company Limited Shriram Finance Limited · history in this fund | 3.03% | up 0.06 pts | ₹295 Cr | up ₹16.8 Cr | Added |
| Reliance Industries Limited | 2.83% | down 0.18 pts | ₹275 Cr | down ₹6.6 Cr | Trimmed |
| Kirloskar Oil Engines Limited | 2.78% | down 0.24 pts | ₹270 Cr | down ₹11.6 Cr | Trimmed |
| Asian Paints Limited | 2.78% | down 0.21 pts | ₹270 Cr | down ₹9.5 Cr | Trimmed |
| HDFC Bank Limited | 2.78% | down 1.82 pts | ₹270 Cr | down ₹159 Cr | Trimmed |
| NTPC Limited | 2.52% | down 0.26 pts | ₹245 Cr | down ₹14.9 Cr | Trimmed |
| Finolex Cables Limited | 2.52% | up 0.44 pts | ₹245 Cr | up ₹50.9 Cr | Added |
| Aster DM Healthcare Limited | 2.48% | up 0.46 pts | ₹241 Cr | up ₹52.2 Cr | Added |
| Axis Bank Limited | 2.19% | up 0.04 pts | ₹213 Cr | up ₹11.5 Cr | Added |
| PB Fintech Limited | 2.10% | up 0.23 pts | ₹204 Cr | up ₹29.7 Cr | Added |
| Akums Drugs and Pharmaceuticals Limited | 2.02% | up 0.24 pts | ₹197 Cr | up ₹30 Cr | Added |
| Metropolis Healthcare Limited | 1.80% | up 0.23 pts | ₹175 Cr | up ₹28.5 Cr | Added |
| One 97 Communications Limited | 1.62% | up 0.86 pts | ₹157 Cr | up ₹86.4 Cr | Added |
| IDFC First Bank Limited | 1.53% | down 0.04 pts | ₹148 Cr | up ₹2.2 Cr | Added |
| SKF India (Industrial) Ltd | 1.49% | up 0.07 pts | ₹144 Cr | up ₹11.8 Cr | Added |
| Hyundai Motor India Ltd | 1.47% | up 1.47 pts | ₹142 Cr | up ₹142 Cr | New |
| Piramal Pharma Limited | 1.36% | up 0.07 pts | ₹132 Cr | up ₹11.6 Cr | Added |
| SBI Life Insurance Company Limited | 1.33% | down 0.17 pts | ₹129 Cr | down ₹10.5 Cr | Trimmed |
| C.E. Info Systems Limited | 1.31% | down 0.28 pts | ₹128 Cr | down ₹21.2 Cr | Trimmed |
| Sudarshan Chemical Industries Limited | 1.30% | down 0.32 pts | ₹126 Cr | down ₹25.2 Cr | Trimmed |
| Tata Communications Limited | 1.30% | down 0.08 pts | ₹126 Cr | down ₹2.4 Cr | Trimmed |
| Pricol Limited | 1.29% | up 0.13 pts | ₹126 Cr | up ₹16.7 Cr | Added |
| Affle (India) Limited | 1.28% | down 0.04 pts | ₹124 Cr | up ₹92 L | Added |
| Honeywell Automation India Limited | 1.26% | up 0.12 pts | ₹122 Cr | up ₹16 Cr | Added |
| Sundram Fasteners Limited | 1.21% | up 0.26 pts | ₹118 Cr | up ₹28.9 Cr | Added |
| Ujjivan Small Finance Bank Limited | 1.04% | down 0.05 pts | ₹101 Cr | down ₹91 L | Trimmed |
| Lemon Tree Hotels Limited | 0.98% | down 0.07 pts | ₹95.7 Cr | down ₹2.7 Cr | Trimmed |
| Data Patterns (India) Limited | 0.97% | up 0.01 pts | ₹94.3 Cr | up ₹5 Cr | Added |
| InterGlobe Aviation Limited | 0.95% | down 0.03 pts | ₹92.8 Cr | up ₹1.1 Cr | Added |
| Zensar Technologies Limited | 0.88% | down 0.13 pts | ₹85.1 Cr | down ₹8.8 Cr | Trimmed |
| Emmvee Photovoltaic Power Limited | 0.78% | down 0.02 pts | ₹76 Cr | up ₹98 L | Added |
| IIFL Finance Limited | 0.77% | up 0.23 pts | ₹74.9 Cr | up ₹24.2 Cr | Added |
| Manipal Health Enterprises Ltd | 0.75% | up 0.20 pts | ₹73 Cr | up ₹21.7 Cr | Added |
| Timken India Limited | 0.72% | down 0.03 pts | ₹70 Cr | up ₹21 L | Held |
| Intellect Design Arena Limited | 0.63% | down 0.26 pts | ₹60.8 Cr | down ₹21.9 Cr | Trimmed |
| 91 Days Tbill (MD Debt | 0.51% | up 0.51 pts | ₹49.5 Cr | up ₹49.5 Cr | New |
| Eris Lifesciences Limited | 0.04% | down 1.00 pts | ₹4 Cr | down ₹93.3 Cr | Trimmed |
| Five Star Business Finance Limited | <0.01% | down <0.01 pts | ₹0 L | down ₹0 L | Trimmed |
| Chennai Interactive Business Services Pvt Ltd | <0.01% | down <0.01 pts | ₹0 L | — | Held |
What changed, Jul 2026 to Aug 2026
New New positions (1)
- Hyundai Motor India Ltd1.5% · ₹142 Cr
Exited Exited (4)
- Amber Enterprises India Limitedwas 2.0% · ₹188 Cr
- Tata Motors Limitedwas 1.6% · ₹154 Cr
- UltraTech Cement Limitedwas 0.7% · ₹64.7 Cr
- State Bank of Indiawas 0.3% · ₹23.6 Cr
Added Biggest additions
- Mankind Pharma Limitedup ₹86.9 Cr (+0.78% 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 Jul 2026, the weight rose most in Financial Technology (fintech) (+1.3 pts) and Healthcare Services (+1.2 pts), and fell most in Consumer Durables (−2.3 pts) and Banks (−1.9 pts).
- Financial Technology (fintech)2.8% → 4.2%+1.3 pts
- Healthcare Services4.5% → 5.6%+1.2 pts
- Industrial Products15.0% → 16.1%+1.1 pts
- Leisure Services5.4% → 6.0%+0.6 pts
- Auto Components2.3% → 2.8%+0.5 pts
- Finance3.8% → 4.3%+0.5 pts
- Consumer Durables5.4% → 3.1%−2.3 pts
- Banks10.4% → 8.4%−1.9 pts
- Cement & Cement Products0.7% → 0.0%exited−0.7 pts
- IT - Software3.7% → 3.2%−0.6 pts
- Chemicals & Petrochemicals1.7% → 1.5%−0.3 pts
- Power3.0% → 2.8%−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 | Feb 2026 | May 2026 | Jul 2026 | Aug 2026 |
|---|---|---|---|---|
| Industrial Products | 9.8% | 13.8% | 15.0% | 16.1% |
| Aerospace & Defense | 2.5% | 6.9% | 9.3% | 9.7% |
| Industrial Manufacturing | 5.6% | 6.8% | 9.1% | 9.5% |
| Banks | 18.9% | 12.8% | 10.4% | 8.4% |
| Pharmaceuticals & Biotechnology | 6.3% | 7.6% | 7.7% | 8.1% |
| Leisure Services | 1.2% | 1.3% | 5.4% | 6.0% |
| Healthcare Services | 3.3% | 3.8% | 4.5% | 5.6% |
| Automobiles | 6.8% | 5.3% | 5.5% | 5.4% |
| Finance | 3.4% | 5.1% | 3.8% | 4.3% |
| Financial Technology (fintech) | 2.2% | 2.3% | 2.8% | 4.2% |
Allocation in Aug 2026change vs Jul 2026
- Industrial Products (6)16.1%▲ 1.1 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
10.7%
▲ 3.7 pts vs Jul 2026
- Cash alone
- 10.2%
- cash and net receivables
- A year earlier
- —
- no disclosure
- Last 12 months
- 2.0% – 10.7%
- lowest to highest · record 10.7% in Aug 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.