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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
₹1,759 Cr
up ₹5.2 Cr vs Jul 2026
- Stocks held
- 23
- up 1 vs Jul 2026
- Top 10 weight
- 75.0%
- of the portfolio in its ten largest
- Cash & debt
- 3.1%
- cash, money market and debt
- Moves this month
- 1 in · 0 out
- added to 10, trimmed 11
Franklin India Technology Fund is an active equity fund in the Sectoral / Thematic category from Franklin Templeton Mutual Fund. In August 2026 it disclosed 23 stocks worth ₹1,759 Cr, up ₹5.2 Cr from Jul 2026. Its largest positions were Bharti Airtel Limited (20.7%), Infosys Limited (13.5%), Eternal Limited (7.6%); the ten largest together made up 75.0% of the portfolio, and IT - Software was the biggest sector at 37.0% of its equity. Cash and debt stood at 3.1%. Compared with Jul 2026 the fund entered 1 new stock and exited 0.
Against 226 other Sectoral / Thematic funds
Concentration
96%
Top-10 weight is higher than 96% of peers
Breadth
5%
Holds more stocks than 5% of peers
Cash
45%
Holds more cash than 45% of peers
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.
- Weight
- 20.73%
- Δ weight
- down 1.07 pts
- Value
- ₹365 Cr
- Δ value
- down ₹17.7 Cr
- Status
- Trimmed
- Weight
- 13.47%
- Δ weight
- up <0.01 pts
- Value
- ₹237 Cr
- Δ value
- up ₹77 L
- Status
- Held
- Weight
- 7.56%
- Δ weight
- down 0.24 pts
- Value
- ₹133 Cr
- Δ value
- down ₹3.8 Cr
- Status
- Trimmed
- Weight
- 6.35%
- Δ weight
- down 1.44 pts
- Value
- ₹112 Cr
- Δ value
- down ₹24.9 Cr
- Status
- Trimmed
- Weight
- 5.76%
- Δ weight
- down 0.41 pts
- Value
- ₹101 Cr
- Δ value
- down ₹6.8 Cr
- Status
- Trimmed
- Weight
- 5.52%
- Δ weight
- up 0.79 pts
- Value
- ₹97 Cr
- Δ value
- up ₹14.2 Cr
- Status
- Added
- Weight
- 5.16%
- Δ weight
- up 0.06 pts
- Value
- ₹90.7 Cr
- Δ value
- up ₹1.3 Cr
- Status
- Added
- Franklin Technology Fund, Class I (Acc)Fund units
- Weight
- 4.48%
- Δ weight
- up 0.19 pts
- Value
- ₹78.8 Cr
- Δ value
- up ₹3.5 Cr
- Status
- Added
- Weight
- 3.08%
- Δ weight
- down 0.04 pts
- Value
- ₹54.1 Cr
- Δ value
- down ₹57 L
- Status
- Trimmed
- Cash, TREPS & receivables
- Weight
- 3.08%
- Δ weight
- up 0.53 pts
- Value
- ₹54.1 Cr
- Δ value
- up ₹9.5 Cr
- Status
- Added
- Weight
- 2.94%
- Δ weight
- up 0.19 pts
- Value
- ₹51.8 Cr
- Δ value
- up ₹3.4 Cr
- Status
- Added
- Weight
- 2.48%
- Δ weight
- up 0.04 pts
- Value
- ₹43.7 Cr
- Δ value
- up ₹89 L
- Status
- Added
- Weight
- 2.05%
- Δ weight
- down 0.31 pts
- Value
- ₹36.1 Cr
- Δ value
- down ₹5.3 Cr
- Status
- Trimmed
- Weight
- 2.00%
- Δ weight
- down 0.12 pts
- Value
- ₹35.1 Cr
- Δ value
- down ₹2 Cr
- Status
- Trimmed
- Weight
- 1.96%
- Δ weight
- up 0.22 pts
- Value
- ₹34.5 Cr
- Δ value
- up ₹3.9 Cr
- Status
- Added
- Weight
- 1.86%
- Δ weight
- up 0.06 pts
- Value
- ₹32.8 Cr
- Δ value
- up ₹1.1 Cr
- Status
- Added
- Weight
- 1.67%
- Δ weight
- down 0.09 pts
- Value
- ₹29.5 Cr
- Δ value
- down ₹1.5 Cr
- Status
- Trimmed
- Weight
- 1.56%
- Δ weight
- up 0.55 pts
- Value
- ₹27.4 Cr
- Δ value
- up ₹9.8 Cr
- Status
- Added
- Weight
- 1.42%
- Δ weight
- down 0.15 pts
- Value
- ₹25 Cr
- Δ value
- down ₹2.6 Cr
- Status
- Trimmed
- Weight
- 1.30%
- Δ weight
- up 0.03 pts
- Value
- ₹22.9 Cr
- Δ value
- up ₹52 L
- Status
- Added
- Weight
- 1.23%
- Δ weight
- down 0.02 pts
- Value
- ₹21.7 Cr
- Δ value
- down ₹27 L
- Status
- Trimmed
- Nvidia CorpNvidia Corp Com · history in this fund
- Weight
- 1.19%
- Δ weight
- up 1.19 pts
- Value
- ₹21 Cr
- Δ value
- up ₹21 Cr
- Status
- New
- Weight
- 1.15%
- Δ weight
- down 0.06 pts
- Value
- ₹20.2 Cr
- Δ value
- down ₹97 L
- Status
- Trimmed
- Weight
- 1.04%
- Δ weight
- up 0.08 pts
- Value
- ₹18.4 Cr
- Δ value
- up ₹1.5 Cr
- Status
- Added
- Meta PlatformsMeta Platforms Registered Shares A · history in this fund
- Weight
- 0.95%
- Δ weight
- up 0.02 pts
- Value
- ₹16.8 Cr
- Δ value
- up ₹42 L
- Status
- Added
What changed, Jul 2026 to Aug 2026
New New positions (1)
- Nvidia Corp1.2% · ₹21 Cr
Exited Exited (0)
None.
Added Biggest additions
- PB Fintech Limitedup ₹14.2 Cr (+0.79% pts)
- PVR Limitedup ₹9.8 Cr (+0.55% pts)
- Meesho Ltdup ₹3.9 Cr (+0.22% pts)
- Info Edge (India) Limitedup ₹3.4 Cr (+0.19% pts)
- Microsoft Corp
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 IT - Hardware (+1.3 pts) and Financial Technology (fintech) (+0.9 pts), and fell most in IT - Software (−1.5 pts) and Telecom - Services (−1.0 pts).
- IT - Hardware1.4% → 2.7%+1.3 pts
- Financial Technology (fintech)5.1% → 6.0%+0.9 pts
- Entertainment1.1% → 1.7%+0.6 pts
- Retailing16.6% → 16.8%+0.3 pts
- IT - Software38.5% → 37.0%−1.5 pts
- Telecom - Services23.4% → 22.4%−1.0 pts
- IT - Services9.1% → 8.4%−0.7 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 |
|---|---|---|---|---|
| IT - Software | 43.6% | 41.0% | 38.5% | 37.0% |
| Telecom - Services | 20.1% | 22.2% | 23.4% | 22.4% |
| Retailing | 15.2% | 15.1% | 16.6% | 16.8% |
| IT - Services | 9.9% | 8.9% | 9.1% | 8.4% |
| Financial Technology (fintech) | 5.0% | 6.1% | 5.1% | 6.0% |
| IT - Hardware | 1.2% | 1.6% | 1.4% | 2.7% |
| Leisure Services | 2.7% | 2.4% | 2.6% | 2.7% |
| Entertainment | — | — | 1.1% | 1.7% |
| Consumer Services | 1.0% | 1.5% | 1.3% | 1.2% |
| Internet & Technology | 1.2% | 1.3% | 1.0% | 1.0% |
Allocation in Aug 2026change vs Jul 2026
- IT - Software (9)37.0%▼ 1.5 pts
- Telecom - Services (1)22.4%▼ 1.0 pts
- Retailing (4)16.8%▲ 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, Aug 2026
3.1%
▲ 0.5 pts vs Jul 2026
- Cash alone
- 3.1%
- cash and net receivables
- A year earlier
- —
- no disclosure
- Last 12 months
- 2.4% – 4.6%
- lowest to highest · record 4.6% in Jun 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.