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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
₹1,645 Cr
down ₹3.1 Cr vs Apr 2026
- Stocks held
- 21
- down 1 vs Apr 2026
- Top 10 weight
- 76.7%
- of the portfolio in its ten largest
- Cash & debt
- 3.8%
- cash, money market and debt
- Moves this month
- 0 in · 1 out
- added to 10, trimmed 10
Franklin India Technology Fund is an active equity fund in the Sectoral / Thematic category from Franklin Templeton Mutual Fund. In May 2026 it disclosed 21 stocks worth ₹1,645 Cr, down ₹3.1 Cr from Apr 2026. Its largest positions were Bharti Airtel Limited (19.5%), Infosys Limited (14.7%), Franklin Technology Fund, Class I (Acc) (8.4%); the ten largest together made up 76.7% of the portfolio, and IT - Software was the biggest sector at 41.0% of its equity. Cash and debt stood at 3.8%. Compared with Apr 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
4%
Holds more stocks than 4% of peers
Cash
58%
Holds more cash than 58% of peers
Holdings in May 2026
Download CSVEvery line the fund disclosed, with the change against Apr 2026. Click a column to sort; click a company to see every fund that owns it.
- Weight
- 19.49%
- Δ weight
- up 0.81 pts
- Value
- ₹321 Cr
- Δ value
- up ₹12.7 Cr
- Status
- Added
- Weight
- 14.75%
- Δ weight
- down 0.24 pts
- Value
- ₹243 Cr
- Δ value
- down ₹4.4 Cr
- Status
- Trimmed
- Franklin Technology Fund, Class I (Acc)Fund units
- Weight
- 8.38%
- Δ weight
- up 1.21 pts
- Value
- ₹138 Cr
- Δ value
- up ₹19.7 Cr
- Status
- Added
- Weight
- 6.89%
- Δ weight
- up 0.11 pts
- Value
- ₹113 Cr
- Δ value
- up ₹1.6 Cr
- Status
- Added
- Weight
- 6.44%
- Δ weight
- down 0.07 pts
- Value
- ₹106 Cr
- Δ value
- down ₹1.4 Cr
- Status
- Trimmed
- Weight
- 5.36%
- Δ weight
- up 0.12 pts
- Value
- ₹88.1 Cr
- Δ value
- up ₹1.9 Cr
- Status
- Added
- Weight
- 5.19%
- Δ weight
- down 0.48 pts
- Value
- ₹85.4 Cr
- Δ value
- down ₹8.1 Cr
- Status
- Trimmed
- Weight
- 5.13%
- Δ weight
- up 0.28 pts
- Value
- ₹84.3 Cr
- Δ value
- up ₹4.4 Cr
- Status
- Added
- Cash, TREPS & receivables
- Weight
- 3.77%
- Δ weight
- down 0.15 pts
- Value
- ₹62.1 Cr
- Δ value
- down ₹2.6 Cr
- Status
- Trimmed
- Weight
- 2.69%
- Δ weight
- down 0.07 pts
- Value
- ₹44.2 Cr
- Δ value
- down ₹1.2 Cr
- Status
- Trimmed
- Weight
- 2.39%
- Δ weight
- up 0.06 pts
- Value
- ₹39.2 Cr
- Δ value
- up ₹87 L
- Status
- Added
- Weight
- 2.13%
- Δ weight
- down 0.02 pts
- Value
- ₹35 Cr
- Δ value
- down ₹32 L
- Status
- Trimmed
- Weight
- 2.11%
- Δ weight
- down 0.10 pts
- Value
- ₹34.7 Cr
- Δ value
- down ₹1.7 Cr
- Status
- Trimmed
- Weight
- 2.00%
- Δ weight
- down 0.02 pts
- Value
- ₹33 Cr
- Δ value
- down ₹35 L
- Status
- Trimmed
- Weight
- 1.97%
- Δ weight
- down 0.07 pts
- Value
- ₹32.3 Cr
- Δ value
- down ₹1.3 Cr
- Status
- Trimmed
- Weight
- 1.87%
- Δ weight
- down 0.97 pts
- Value
- ₹30.8 Cr
- Δ value
- down ₹16 Cr
- Status
- Trimmed
- Weight
- 1.86%
- Δ weight
- down <0.01 pts
- Value
- ₹30.7 Cr
- Δ value
- down ₹7 L
- Status
- Held
- Weight
- 1.63%
- Δ weight
- down 0.37 pts
- Value
- ₹26.9 Cr
- Δ value
- down ₹6.1 Cr
- Status
- Trimmed
- Weight
- 1.37%
- Δ weight
- up 0.18 pts
- Value
- ₹22.5 Cr
- Δ value
- up ₹3 Cr
- Status
- Added
- Weight
- 1.28%
- Δ weight
- up 0.03 pts
- Value
- ₹21 Cr
- Δ value
- up ₹45 L
- Status
- Added
- Weight
- 1.21%
- Δ weight
- up 0.15 pts
- Value
- ₹19.9 Cr
- Δ value
- up ₹2.4 Cr
- Status
- Added
- Meta PlatformsMeta Platforms Registered Shares A · history in this fund
- Weight
- 1.13%
- Δ weight
- up 0.04 pts
- Value
- ₹18.5 Cr
- Δ value
- up ₹62 L
- Status
- Added
- Weight
- 0.99%
- Δ weight
- up 0.10 pts
- Value
- ₹16.3 Cr
- Δ value
- up ₹1.5 Cr
- Status
- Added
What changed, Apr 2026 to May 2026
New New positions (0)
None.
Exited Exited (1)
- C.E. Info Systems Limitedwas 0.5% · ₹8.8 Cr
Added Biggest additions
- Bharti Airtel Limitedup ₹12.7 Cr (+0.81% pts)
- Cognizant Technology Solutions Corporationup ₹4.4 Cr (+0.28% pts)
- Apple Inc.up ₹3 Cr (+0.18% pts)
- Hexaware Technologies Limitedup ₹2.4 Cr (+0.15% 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 Apr 2026, the weight rose most in Telecom - Services (+1.2 pts) and IT - Services (+0.3 pts), and fell most in IT - Software (−1.2 pts) and Retailing (−0.8 pts).
- Telecom - Services21.0% → 22.2%+1.2 pts
- IT - Services8.6% → 8.9%+0.3 pts
- IT - Hardware1.3% → 1.6%+0.2 pts
- Financial Technology (fintech)5.9% → 6.1%+0.2 pts
- IT - Software42.3% → 41.0%−1.2 pts
- Retailing15.9% → 15.1%−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 | Apr 2026 | May 2026 |
|---|---|---|---|
| IT - Software | 43.6% | 42.3% | 41.0% |
| Telecom - Services | 20.1% | 21.0% | 22.2% |
| Retailing | 15.2% | 15.9% | 15.1% |
| IT - Services | 9.9% | 8.6% | 8.9% |
| Financial Technology (fintech) | 5.0% | 5.9% | 6.1% |
| Leisure Services | 2.7% | 2.4% | 2.4% |
| IT - Hardware | 1.2% | 1.3% | 1.6% |
| Consumer Services | 1.0% | 1.4% | 1.5% |
| Internet & Technology | 1.2% | 1.2% | 1.3% |
Allocation in May 2026change vs Apr 2026
- IT - Software (9)41.0%▼ 1.2 pts
- Telecom - Services (1)22.2%▲ 1.2 pts
- Retailing (4)15.1%▼ 0.8 pts
- IT - Services (2)
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, May 2026
3.8%
▼ 0.2 pts vs Apr 2026
- Cash alone
- 3.8%
- cash and net receivables
- A year earlier
- —
- no disclosure
- Last 12 months
- 2.4% – 3.9%
- lowest to highest · record 3.9% in Apr 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.