Franklin India Opportunities Fund holds 51 instruments (92.91% equity), led by Hindustan Aeronautics Limited (7.73%), HDFC Bank Limited (4.6%) and TBO Tek Limited (4.01%), as of its 31 July 2026 SEBI-mandated monthly disclosure.
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 31 July 2026. The fund holds 51 instruments with an equity allocation of 92.91%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.
Franklin India Opportunities Fund's top 10 holdings account for 39.79% of its portfolio, more concentrated than the Equity category average of 37.5%. Industrials is its largest sector exposure at 31.88% of net assets, spread across 10 sectors in total. Since its 30 June 2026 disclosure, the fund added 7 new positions and exited 2 positions, with State Bank of India seeing the largest move (-4.82pp to 0.25%).
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 |
|---|---|---|
| HDFC Bank Limited | 2.95% → 4.6% | ▲ +1.65 |
| Hindustan Aeronautics Limited | 6.15% → 7.73% | ▲ +1.58 |
| C.E. Info Systems Limited | 0.56% → 1.59% | ▲ +1.03 |
| TVS Motor Company Limited | 2.79% → 3.42% | ▲ +0.63 |
| Zensar Technologies Limited | 0.5% → 1% | ▲ +0.5 |
| Honeywell Automation India Limited | 0.7% → 1.14% | ▲ +0.44 |
| Sudarshan Chemical Industries Limited | 1.44% → 1.62% | ▲ +0.18 |
| Piramal Pharma Limited | 1.13% → 1.29% | ▲ +0.16 |
| Pricol Limited | 1.02% → 1.17% | ▲ +0.15 |
| Affle 3i Limited | 1.2% → 1.32% | ▲ +0.12 |
| Stock | Weight | Change |
|---|---|---|
| State Bank of India | 5.07% → 0.25% | ▼ -4.82 |
| Reliance Industries Limited | 4.32% → 3.02% | ▼ -1.3 |
| Shriram Finance Limited | 4.2% → 2.97% | ▼ -1.23 |
| IDFC First Bank Limited | 2.24% → 1.56% | ▼ -0.68 |
| Ujjivan Small Finance Bank Limited | 1.74% → 1.09% | ▼ -0.65 |
| Finolex Cables Limited | 2.5% → 2.07% | ▼ -0.43 |
| AMPHENOL CORP-CL A | 4.26% → 3.85% | ▼ -0.41 |
| InterGlobe Aviation Limited | 1.38% → 0.98% | ▼ -0.4 |
| Kirloskar Oil Engines Limited | 3.31% → 3.02% | ▼ -0.29 |
| IIFL Finance Limited | 0.79% → 0.54% | ▼ -0.25 |
% to NAV of the fund's current top holdings over its last 6 monthly disclosures (Feb – Jul 2026).
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 31 July 2026. Data is for information only, not investment advice. Holdings may have changed since the disclosure date.