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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
₹1,754 Cr
up ₹171 Cr vs Jun 2026
- Stocks held
- 22
- up 1 vs Jun 2026
- Top 10 weight
- 77.0%
- of the portfolio in its ten largest
- Cash & debt
- 2.5%
- cash, money market and debt
- Moves this month
- 1 in · 0 out
- added to 10, trimmed 4
Franklin India Technology Fund is an active equity fund in the Sectoral / Thematic category from Franklin Templeton Mutual Fund. In July 2026 it disclosed 22 stocks worth ₹1,754 Cr, up ₹171 Cr from Jun 2026. Its largest positions were Bharti Airtel Limited (21.8%), Infosys Limited (13.5%), Eternal Limited (7.8%); the ten largest together made up 77.0% of the portfolio, and IT - Software was the biggest sector at 38.5% of its equity. Cash and debt stood at 2.5%. Compared with Jun 2026 the fund entered 1 new stock and exited 0.
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
36%
Holds more cash than 36% of peers
Holdings in July 2026
Download CSVEvery line the fund disclosed, with the change against Jun 2026. Click a column to sort; click a company to see every fund that owns it.
- Weight
- 21.80%
- Δ weight
- up 1.30 pts
- Value
- ₹382 Cr
- Δ value
- up ₹57.8 Cr
- Status
- Added
- Weight
- 13.46%
- Δ weight
- up 0.26 pts
- Value
- ₹236 Cr
- Δ value
- up ₹27.1 Cr
- Status
- Added
- Weight
- 7.80%
- Δ weight
- up 0.24 pts
- Value
- ₹137 Cr
- Δ value
- up ₹17.1 Cr
- Status
- Added
- Weight
- 7.79%
- Δ weight
- up 1.73 pts
- Value
- ₹137 Cr
- Δ value
- up ₹40.8 Cr
- Status
- Added
- Weight
- 6.16%
- Δ weight
- up 2.48 pts
- Value
- ₹108 Cr
- Δ value
- up ₹49.7 Cr
- Status
- Added
- Weight
- 5.10%
- Δ weight
- up 0.25 pts
- Value
- ₹89.4 Cr
- Δ value
- up ₹12.6 Cr
- Status
- Added
- Weight
- 4.73%
- Δ weight
- down 0.60 pts
- Value
- ₹82.9 Cr
- Δ value
- down ₹1.4 Cr
- Status
- Trimmed
- Franklin Technology Fund, Class I (Acc)fund
- Weight
- 4.29%
- Δ weight
- down 3.73 pts
- Value
- ₹75.3 Cr
- Δ value
- down ₹51.7 Cr
- Status
- Trimmed
- Weight
- 3.12%
- Δ weight
- up 1.08 pts
- Value
- ₹54.7 Cr
- Δ value
- up ₹22.5 Cr
- Status
- Added
- Weight
- 2.76%
- Δ weight
- up 0.32 pts
- Value
- ₹48.4 Cr
- Δ value
- up ₹9.8 Cr
- Status
- Added
- Cash, TREPS & receivables
- Weight
- 2.54%
- Δ weight
- down 2.07 pts
- Value
- ₹44.6 Cr
- Δ value
- down ₹28.4 Cr
- Status
- Trimmed
- Weight
- 2.44%
- Δ weight
- down 0.07 pts
- Value
- ₹42.8 Cr
- Δ value
- up ₹3.1 Cr
- Status
- Added
- Weight
- 2.36%
- Δ weight
- down 1.57 pts
- Value
- ₹41.3 Cr
- Δ value
- down ₹20.8 Cr
- Status
- Trimmed
- Weight
- 2.12%
- Δ weight
- down 0.22 pts
- Value
- ₹37.2 Cr
- Δ value
- up ₹14 L
- Status
- Held
- Weight
- 1.80%
- Δ weight
- down 0.04 pts
- Value
- ₹31.6 Cr
- Δ value
- up ₹2.4 Cr
- Status
- Added
- Weight
- 1.77%
- Δ weight
- down 0.18 pts
- Value
- ₹31 Cr
- Δ value
- up ₹13 L
- Status
- Held
- Weight
- 1.74%
- Δ weight
- down 0.30 pts
- Value
- ₹30.6 Cr
- Δ value
- down ₹1.7 Cr
- Status
- Trimmed
- Weight
- 1.58%
- Δ weight
- up 0.11 pts
- Value
- ₹27.6 Cr
- Δ value
- up ₹4.5 Cr
- Status
- Added
- Weight
- 1.27%
- Δ weight
- down 0.04 pts
- Value
- ₹22.3 Cr
- Δ value
- up ₹1.6 Cr
- Status
- Added
- Weight
- 1.25%
- Δ weight
- down 0.02 pts
- Value
- ₹22 Cr
- Δ value
- up ₹1.8 Cr
- Status
- Added
- Weight
- 1.21%
- Δ weight
- up 0.04 pts
- Value
- ₹21.2 Cr
- Δ value
- up ₹2.7 Cr
- Status
- Added
- Weight
- 1.00%
- Δ weight
- up 1.00 pts
- Value
- ₹17.6 Cr
- Δ value
- up ₹17.6 Cr
- Status
- New
- Weight
- 0.96%
- Δ weight
- up 0.11 pts
- Value
- ₹16.9 Cr
- Δ value
- up ₹3.4 Cr
- Status
- Added
- Meta PlatformsMeta Platforms Registered Shares A · history in this fund
- Weight
- 0.93%
- Δ weight
- down 0.11 pts
- Value
- ₹16.4 Cr
- Δ value
- down ₹7 L
- Status
- Held
What changed, Jun 2026 to Jul 2026
New New positions (1)
- PVR Limited1.0% · ₹17.6 Cr
Exited Exited (0)
None.
Added Biggest additions
- Bharti Airtel Limitedup ₹57.8 Cr (+1.30% pts)
- Cognizant Technology Solutions Corporationup ₹49.7 Cr (+2.48% pts)
- HCL Technologies Limitedup ₹40.8 Cr (+1.73% pts)
- Infosys Limitedup ₹27.1 Cr (+0.26% 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 Jun 2026, the weight rose most in Entertainment (+1.1 pts) and Retailing (+0.4 pts), and fell most in Financial Technology (fintech) (−1.0 pts) and IT - Software (−0.3 pts).
- Entertainment0.0% → 1.1%new+1.1 pts
- Retailing16.1% → 16.6%+0.4 pts
- IT - Services8.7% → 9.1%+0.4 pts
- Financial Technology (fintech)6.1% → 5.1%−1.0 pts
- IT - Software38.7% → 38.5%−0.3 pts
- Leisure Services2.9% → 2.6%−0.3 pts
- Internet & Technology1.2% → 1.0%−0.2 pts
- IT - Hardware1.5% → 1.4%−0.1 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 | Apr 2026 | Jun 2026 | Jul 2026 |
|---|---|---|---|---|
| IT - Software | 46.2% | 42.3% | 38.7% | 38.5% |
| Telecom - Services | 18.0% | 21.0% | 23.5% | 23.4% |
| Retailing | 14.4% | 15.9% | 16.1% | 16.6% |
| IT - Services | 10.0% | 8.6% | 8.7% | 9.1% |
| Financial Technology (fintech) | 4.8% | 5.9% | 6.1% | 5.1% |
| Leisure Services | 2.5% | 2.4% | 2.9% | 2.6% |
| IT - Hardware | 1.0% | 1.3% | 1.5% | 1.4% |
| Consumer Services | 1.0% | 1.4% | 1.3% | 1.3% |
| Entertainment | — | — | — | 1.1% |
| Internet & Technology | 1.1% | 1.2% | 1.2% | 1.0% |
Allocation in Jul 2026change vs Jun 2026
- IT - Software (9)38.5%▼ 0.3 pts
- Telecom - Services (1)23.4%▼ 0.1 pts
- Retailing (4)16.6%▲ 0.4 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, Jul 2026
2.5%
▼ 2.1 pts vs Jun 2026
- Cash alone
- 2.5%
- 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.