Franklin India Opportunities Fund

Franklin Templeton Mutual FundEquityPortfolio as of 30 September 2026

Franklin India Opportunities Fund holds 54 instruments (94.79% equity), led by Hindustan Aeronautics Limited (6.74%), TBO Tek Limited (4.98%) and Syrma SGS Technology Limited (4.45%), as of its 30 September 2026 SEBI-mandated monthly disclosure.

Holdings
54
Equity Allocation
94.79%
AMC
Franklin Templeton Mutual Fund
Category
Equity

This page shows the complete disclosed portfolio of Franklin India Opportunities Fund, managed by Franklin Templeton Mutual Fund, based on its monthly portfolio disclosure dated 30 September 2026. The fund holds 54 instruments with an equity allocation of 94.79%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.

Portfolio Analysis

Franklin India Opportunities Fund's top 10 holdings account for 39.98% of its portfolio, more concentrated than the Equity category average of 37%. Industrials is its largest sector exposure at 32.92% of net assets, spread across 10 sectors in total. Since its 31 August 2026 disclosure, the fund added 5 new positions and exited 0 positions, with Ujjivan Small Finance Bank Limited seeing the largest move (+1.32pp to 2.36%).

Sector Breakdown

Equity holdings grouped by sector, % to NAV. "Other" covers debt, cash and other non-equity instruments, plus any equity holding without a classified sector.

Industrials
32.92%
Financial Services
19.37%
Consumer Discretionary
17.47%
Healthcare
13.07%
Other
5.2%
Information Technology
3.39%
Energy
2.67%
Utilities
2.52%
Materials
1.25%
Telecommunication
1.21%
Services
0.92%

Top 10 Equity Holdings

What Changed: August 2026 → September 2026

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.

5 new entries10 increased10 reduced

Biggest Weight Increases

StockWeightChange
Ujjivan Small Finance Bank Limited1.04% → 2.36%▲ +1.32
One 97 Communications Limited1.62% → 2.8%▲ +1.18
Syrma SGS Technology Limited3.54% → 4.45%▲ +0.91
TBO Tek Limited4.39% → 4.98%▲ +0.59
Metropolis Healthcare Limited1.8% → 2.29%▲ +0.49
Finolex Cables Limited2.52% → 2.97%▲ +0.45
Kirloskar Oil Engines Limited2.78% → 3.1%▲ +0.32
AMPHENOL CORP-CL A3.64% → 3.95%▲ +0.31
Mankind Pharma Limited3.79% → 3.98%▲ +0.19
Akums Drugs and Pharmaceuticals Limited2.02% → 2.17%▲ +0.15

Biggest Weight Reductions

StockWeightChange
PB Fintech Limited2.1% → 0.88%▼ -1.22
Hindustan Aeronautics Limited7.68% → 6.74%▼ -0.94
HDFC Bank Limited2.78% → 1.99%▼ -0.79
Shriram Finance Limited3.03% → 2.72%▼ -0.31
Affle 3i Limited1.28% → 1%▼ -0.28
Asian Paints Limited2.78% → 2.55%▼ -0.23
AIA Engineering Limited3.03% → 2.83%▼ -0.2
Intellect Design Arena Limited0.63% → 0.45%▼ -0.18
C.E. Info Systems Limited1.31% → 1.13%▼ -0.18
Reliance Industries Limited2.83% → 2.67%▼ -0.16

Top Holdings — Weight Trend

% to NAV of the fund's current top holdings over its last 6 monthly disclosures (Apr – Sept 2026).

Apr: 4.94%, May: 6.36%, Jun: 6.15%, Jul: 7.73%, Aug: 7.68%, Sept: 6.74%
6.74%
Apr: –, May: –, Jun: –, Jul: 4.01%, Aug: 4.39%, Sept: 4.98%
4.98%
Apr: 2.28%, May: 2.53%, Jun: 3.52%, Jul: 3.5%, Aug: 3.54%, Sept: 4.45%
4.45%
Apr: 3.24%, May: 3.1%, Jun: 3.15%, Jul: 3.01%, Aug: 3.79%, Sept: 3.98%
3.98%
Apr: 3.84%, May: 3.8%, Jun: 4.26%, Jul: 3.85%, Aug: 3.64%, Sept: 3.95%
3.95%

Full Portfolio (54 holdings)

#HoldingSector% to NAV
1Hindustan Aeronautics LimitedIndustrials6.74%
2TBO Tek LimitedConsumer Discretionary4.98%
3Call, Cash & Other Assetsother—4.47%
4Syrma SGS Technology LimitedIndustrials4.45%
5Mankind Pharma LimitedHealthcare3.98%
6AMPHENOL CORP-CL AIndustrials3.95%
7APL Apollo Tubes LimitedIndustrials3.8%
8TVS Motor Company LimitedConsumer Discretionary3.18%
9Kirloskar Oil Engines LimitedIndustrials3.1%
10Finolex Cables LimitedIndustrials2.97%
11AIA Engineering LimitedIndustrials2.83%
12One 97 Communications LimitedFinancial Services2.8%
13Shriram Finance LimitedFinancial Services2.72%
14Reliance Industries LimitedEnergy2.67%
15Aster DM Healthcare LimitedHealthcare2.57%
16Asian Paints LimitedConsumer Discretionary2.55%
17NTPC LimitedUtilities2.52%
18Ujjivan Small Finance Bank LimitedFinancial Services2.36%
19Metropolis Healthcare LimitedHealthcare2.29%
20Akums Drugs and Pharmaceuticals LimitedHealthcare2.17%
21Axis Bank LimitedFinancial Services2.09%
22HDFC Bank LimitedFinancial Services1.99%
23State Bank of IndiaFinancial Services1.98%
24IDFC First Bank LimitedFinancial Services1.47%
25SKF India (Industrial) LimitedIndustrials1.4%
26Hyundai Motor India LimitedConsumer Discretionary1.37%
27Piramal Pharma LimitedHealthcare1.33%
28SBI Life Insurance Company LimitedFinancial Services1.31%
29Sudarshan Chemical Industries LimitedMaterials1.25%
30Pricol LimitedConsumer Discretionary1.22%
31Tata Communications LimitedTelecommunication1.21%
32Honeywell Automation India LimitedIndustrials1.21%
33Sundram Fasteners LimitedConsumer Discretionary1.16%
34C.E. Info Systems LimitedInformation Technology1.13%
35Lenskart Solutions LimitedConsumer Discretionary1.06%
36Aavas Financiers LimitedFinancial Services1.04%
37Affle 3i LimitedInformation Technology1%
38Lemon Tree Hotels LimitedConsumer Discretionary0.98%
39Physicswallah LimitedConsumer Discretionary0.97%
40Data Patterns (India) LimitedIndustrials0.93%
41InterGlobe Aviation LimitedServices0.92%
42PB Fintech LimitedFinancial Services0.88%
43Zensar Technologies LimitedInformation Technology0.81%
44Emmvee Photovoltaic Power LimitedIndustrials0.78%
45Timken India LimitedIndustrials0.76%
46IIFL Finance LimitedFinancial Services0.73%
47MANIPAL HEALTH ENTERPRISES LHealthcare0.71%
4891 Days Treasury Billsbond—0.52%
49Intellect Design Arena LimitedInformation Technology0.45%
5091 Days Treasury Billsbond—0.21%
51Eris Lifesciences LimitedHealthcare0.02%
52Artemis Medicare Services LimitedHealthcare0%
53Five-Star Business Finance LimitedFinancial Services0%
54Chennai Interactive Business Services Pvt Ltd ^^other—0%

Frequently Asked Questions

Yes. As of its 30 September 2026 disclosure, Hindustan Aeronautics Limited is 6.74% of Franklin India Opportunities Fund's net assets — its number 1 holding.
Yes. As of its 30 September 2026 disclosure, TBO Tek Limited is 4.98% of Franklin India Opportunities Fund's net assets — its number 2 holding.
Yes. As of its 30 September 2026 disclosure, Syrma SGS Technology Limited is 4.45% of Franklin India Opportunities Fund's net assets — its number 3 holding.
Yes. As of its 30 September 2026 disclosure, Mankind Pharma Limited is 3.98% of Franklin India Opportunities Fund's net assets — its number 4 holding.
Yes. As of its 30 September 2026 disclosure, AMPHENOL CORP-CL A is 3.95% of Franklin India Opportunities Fund's net assets — its number 5 holding.

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.