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Sectoral / Thematic · Franklin Templeton Mutual Fund · AMFI code 100521Franklin India Technology Fund
Disclosed for 9 months, Jan 2026 to Sep 2026.
Portfolio value
₹1,670 Cr
down ₹268 Cr vs Jan 2026
- Stocks held
- 23
- down 1 vs Jan 2026
- Top 10 weight
- 75.8%
- of the portfolio in its ten largest
- Cash & debt
- 2.8%
- cash, money market and debt
- Moves this month
- 0 in · 1 out
- added to 2, trimmed 22
Franklin India Technology Fund is an active equity fund in the Sectoral / Thematic category from Franklin Templeton Mutual Fund. In February 2026 it disclosed 23 stocks worth ₹1,670 Cr, down ₹268 Cr from Jan 2026. Its largest positions were Bharti Airtel Limited (18.4%), Infosys Limited (16.3%), HCL Technologies Limited (7.4%); the ten largest together made up 75.8% of the portfolio, and IT - Software was the biggest sector at 43.6% of its equity. Cash and debt stood at 2.8%. Compared with Jan 2026 the fund entered 0 new stocks and exited 1.
Against 226 other Sectoral / Thematic funds
Concentration
97%
Top-10 weight is higher than 97% of peers
Breadth
5%
Holds more stocks than 5% of peers
Cash
41%
Holds more cash than 41% of peers
What these mean: concentration · cash
Holdings in February 2026
Download CSVEvery line the fund disclosed, with the change against Jan 2026. Click a column to sort; click a company to see every fund that owns it. New to these? How to read a portfolio.
| Bharti Airtel Limited | 18.36% | up 1.78 pts | ₹307 Cr | down ₹14.6 Cr | Trimmed |
| Infosys Limited | 16.27% | down 1.43 pts | ₹272 Cr | down ₹71.2 Cr | Trimmed |
| HCL Technologies Limited | 7.44% | down 0.39 pts | ₹124 Cr | down ₹27.4 Cr | Trimmed |
| Eternal Limited | 6.67% | up 0.28 pts | ₹111 Cr | down ₹12.4 Cr | Trimmed |
| Franklin Technology Fund, Class I (Acc) Fund units | 5.99% | up 0.63 pts | ₹100 Cr | down ₹3.8 Cr | Trimmed |
| Tata Consultancy Services Limited | 5.97% | down 0.12 pts | ₹99.7 Cr | down ₹18.4 Cr | Trimmed |
| Cognizant Technology Solutions Corporation | 5.59% | down 0.61 pts | ₹93.3 Cr | down ₹26.9 Cr | Trimmed |
| PB Fintech Limited | 4.59% | up 0.17 pts | ₹76.7 Cr | down ₹8.9 Cr | Trimmed |
| Cash, TREPS & receivables | 2.80% | up 0.11 pts | ₹46.7 Cr | down ₹5.4 Cr | Trimmed |
| Amagi Media Labs Ltd. | 2.53% | up 0.44 pts | ₹42.3 Cr | up ₹1.7 Cr | Added |
| Swiggy Limited | 2.43% | up 0.28 pts | ₹40.6 Cr | down ₹1.1 Cr | Trimmed |
| Info Edge (India) Limited | 2.43% | down 0.11 pts | ₹40.6 Cr | down ₹8.7 Cr | Trimmed |
| Make My Trip Ltd (USD) | 2.42% | up 0.09 pts | ₹40.5 Cr | down ₹4.7 Cr | Trimmed |
| Meesho Ltd | 2.32% | up 0.14 pts | ₹38.7 Cr | down ₹3.4 Cr | Trimmed |
| Zensar Technologies Limited | 2.17% | up 0.02 pts | ₹36.3 Cr | down ₹5.5 Cr | Trimmed |
| Intellect Design Arena Limited | 1.88% | down 0.24 pts | ₹31.5 Cr | down ₹9.8 Cr | Trimmed |
| MphasiS Limited | 1.86% | down 0.07 pts | ₹31 Cr | down ₹6.2 Cr | Trimmed |
| Alphabet Inc. | 1.55% | up 0.09 pts | ₹25.9 Cr | down ₹2.5 Cr | Trimmed |
| Hexaware Technologies Limited | 1.11% | down 0.30 pts | ₹18.5 Cr | down ₹8.8 Cr | Trimmed |
| Apple Inc. | 1.09% | up 0.16 pts | ₹18.2 Cr | up ₹13 L | Added |
| Meta Platforms Meta Platforms Registered Shares A · history in this fund | 1.09% | up 0.04 pts | ₹18.2 Cr | down ₹2.1 Cr | Trimmed |
| Affle (India) Limited | 0.94% | up 0.03 pts | ₹15.7 Cr | down ₹1.9 Cr | Trimmed |
| Amazon Com Inc | 0.94% | up 0.01 pts | ₹15.6 Cr | down ₹2.4 Cr | Trimmed |
| Microsoft Corp | 0.81% | up 0.04 pts | ₹13.6 Cr | down ₹1.5 Cr | Trimmed |
| C.E. Info Systems Limited | 0.75% | down 0.24 pts | ₹12.4 Cr | down ₹6.6 Cr | Trimmed |
What changed, Jan 2026 to Feb 2026
New New positions (0)
None.
Exited Exited (1)
- TeamLease Services Limitedwas 0.8% · ₹15.1 Cr
Added Biggest additions
- Amagi Media Labs Ltd.up ₹1.7 Cr (+0.44% pts)
- Apple Inc.up ₹13 L (+0.16% pts)
Trimmed Biggest reductions
- Infosys Limiteddown ₹71.2 Cr (−1.43% pts)
- HCL Technologies 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 Jan 2026, the weight rose most in Telecom - Services (+2.1 pts) and Retailing (+0.8 pts), and fell most in IT - Software (−2.5 pts) and Commercial Services & Supplies (−0.9 pts).
- Telecom - Services18.0% → 20.1%+2.1 pts
- Retailing14.4% → 15.2%+0.8 pts
- Financial Technology (fintech)4.8% → 5.0%+0.2 pts
- IT - Hardware1.0% → 1.2%+0.2 pts
- Leisure Services2.5% → 2.7%+0.1 pts
- IT - Software46.2% → 43.6%−2.5 pts
- Commercial Services & Supplies0.9% → 0.0%exited−0.9 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 | Jan 2026 | Feb 2026 |
|---|---|---|
| IT - Software | 46.2% | 43.6% |
| Telecom - Services | 18.0% | 20.1% |
| Retailing | 14.4% | 15.2% |
| IT - Services | 10.0% | 9.9% |
| Financial Technology (fintech) | 4.8% | 5.0% |
| Leisure Services | 2.5% | 2.7% |
| IT - Hardware | 1.0% | 1.2% |
| Internet & Technology | 1.1% | 1.2% |
| Consumer Services | 1.0% | 1.0% |
Allocation in Feb 2026change vs Jan 2026
- IT - Software (10)43.6%▼ 2.5 pts
- Telecom - Services (1)20.1%▲ 2.1 pts
- Retailing (4)15.2%▲ 0.8 pts
- IT - Services (3)9.9%▼ 0.1 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, Feb 2026
2.8%
▲ 0.1 pts vs Jan 2026
- Cash alone
- 2.8%
- cash and net receivables
- A year earlier
- —
- no disclosure
- Last 12 months
- 2.7% – 2.8%
- lowest to highest · record 2.8% in Feb 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.