Franklin India Focused Equity Fund holds 32 instruments (94.5% equity), led by ICICI Bank Limited (8.57%), Axis Bank Limited (7.66%) and HDFC Bank Limited (7.62%), as of its 30 September 2026 SEBI-mandated monthly disclosure.
This page shows the complete disclosed portfolio of Franklin India Focused Equity Fund, managed by Franklin Templeton Mutual Fund, based on its monthly portfolio disclosure dated 30 September 2026. The fund holds 32 instruments with an equity allocation of 94.5%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.
Franklin India Focused Equity Fund's top 10 holdings account for 58.07% of its portfolio, more concentrated than the Equity category average of 37%. Financial Services is its largest sector exposure at 32.67% of net assets, spread across 11 sectors in total. Since its 31 August 2026 disclosure, the fund added 5 new positions and exited 3 positions, with PB Fintech Limited seeing the largest move (-2.49pp to 1.46%).
Equity holdings grouped by sector, % to NAV. "Other" covers debt, cash and other non-equity instruments, plus any equity holding without a classified sector.
Equity holdings compared between the fund's two latest monthly disclosures. Weights are % to NAV; weight moves can also reflect price changes, not only buying or selling.
| Stock | Weight | Change |
|---|---|---|
| Bharat Electronics Limited | 0.61% → 1.57% | ▲ +0.96 |
| Bharti Airtel Limited | 5.51% → 5.91% | ▲ +0.4 |
| Axis Bank Limited | 7.34% → 7.66% | ▲ +0.32 |
| Tata Power Company Limited | 1.96% → 2.24% | ▲ +0.28 |
| The Indian Hotels Company Limited | 2.76% → 3.01% | ▲ +0.25 |
| Sobha Limited | 2.73% → 2.93% | ▲ +0.2 |
| Hindustan Aeronautics Limited | 2.55% → 2.74% | ▲ +0.19 |
| InterGlobe Aviation Limited | 3.48% → 3.66% | ▲ +0.18 |
| APL Apollo Tubes Limited | 1.75% → 1.91% | ▲ +0.16 |
| Reliance Industries Limited | 5.55% → 5.7% | ▲ +0.15 |
| Stock | Weight | Change |
|---|---|---|
| PB Fintech Limited | 3.95% → 1.46% | ▼ -2.49 |
| ETERNAL LIMITED | 6.7% → 5.84% | ▼ -0.86 |
| Tata Consultancy Services Limited | 5.1% → 4.42% | ▼ -0.68 |
| KEI Industries Limited | 2.49% → 2.14% | ▼ -0.35 |
| HDFC Bank Limited | 7.95% → 7.62% | ▼ -0.33 |
| Havells India Limited | 1.4% → 1.17% | ▼ -0.23 |
% to NAV of the fund's current top holdings over its last 6 monthly disclosures (Apr – Sept 2026).
| # | Holding | Sector | % to NAV |
|---|---|---|---|
| 1 | ICICI Bank Limited | Financial Services | 8.57% |
| 2 | Axis Bank Limited | Financial Services | 7.66% |
| 3 | HDFC Bank Limited | Financial Services | 7.62% |
| 4 | Bharti Airtel Limited | Telecommunication | 5.91% |
| 5 | ETERNAL LIMITED | Consumer Discretionary | 5.84% |
| 6 | Reliance Industries Limited | Energy | 5.7% |
| 7 | Call, Cash & Other Assetsother | — | 5.29% |
| 8 | Sun Pharmaceutical Industries Limited | Healthcare | 5.15% |
| 9 | Tata Consultancy Services Limited | Information Technology | 4.42% |
| 10 | InterGlobe Aviation Limited | Services | 3.66% |
| 11 | Maruti Suzuki India Limited | Consumer Discretionary | 3.54% |
| 12 | The Indian Hotels Company Limited | Consumer Discretionary | 3.01% |
| 13 | Sobha Limited | Real Estate | 2.93% |
| 14 | Shriram Finance Limited | Financial Services | 2.74% |
| 15 | Hindustan Aeronautics Limited | Industrials | 2.74% |
| 16 | 360 ONE WAM LIMITED | Financial Services | 2.28% |
| 17 | Tata Power Company Limited | Utilities | 2.24% |
| 18 | KEI Industries Limited | Industrials | 2.14% |
| 19 | Delhivery Limited | Services | 2.09% |
| 20 | APL Apollo Tubes Limited | Industrials | 1.91% |
| 21 | Britannia Industries Limited | Consumer Staples | 1.86% |
| 22 | UNO Minda Limited | Consumer Discretionary | 1.8% |
| 23 | Bharat Electronics Limited | Industrials | 1.57% |
| 24 | PB Fintech Limited | Financial Services | 1.46% |
| 25 | Apollo Hospitals Enterprise Limited | Healthcare | 1.37% |
| 26 | AIA Engineering Limited | Industrials | 1.3% |
| 27 | RBL Bank Limited | Financial Services | 1.28% |
| 28 | Havells India Limited | Consumer Discretionary | 1.17% |
| 29 | Pine Labs Limited | Financial Services | 1.06% |
| 30 | Physicswallah Limited | Consumer Discretionary | 0.95% |
| 31 | Lenskart Solutions Limited | Consumer Discretionary | 0.53% |
| 32 | 91 Days Treasury Billsbond | — | 0.24% |
New to reading these? See How to Read a Mutual Fund's Monthly Portfolio Disclosure, or check terms like % to NAV in the glossary.
Source: Franklin Templeton Mutual Fund's SEBI-mandated monthly portfolio disclosure, dated 30 September 2026. Data is for information only, not investment advice. Holdings may have changed since the disclosure date.