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Franklin Asian Equity Fund - Direct - Growth

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
29
Aug 2026
Equity Holdings
₹444.18 Cr
Equity only, excl. debt & cash
AAUM
₹699.00 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
12.4%
Diversified
Top 10 Weight
21.0%
Diversified
Changes
29
1 new · 0 exits
Top Sector
Banks
6.0% of portfolio
Launch Date
19 Nov 2007
10+ year track record

AAUM (Average Assets Under Management) of ₹699.00 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month Franklin Asian Equity Fund added 1 new stock to its portfolio this month. The biggest new buy was Shriram Finance Limited (Finance) at 0.49% weight. Among existing holdings, Bharat Electronics Limited saw the biggest increase — now at 1.71% of the portfolio. GAIL (India) Limited was trimmed the most, now at 0.91%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 6.0%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 6.5% 6.3% -0.1%
Pharmaceuticals & Biotechnology 4.1% 4.9% +0.8%
Realty 3.4% 3.9% +0.5%
Auto Components 3.0% 3.1% +0.0%
Retailing 2.8% 2.9% +0.1%
IT - Software 1.8% 2.2% +0.4%
Agricultural Food & other Products 1.8% 1.9% +0.0%
Leisure Services 1.7% 1.8% +0.1%
Non - Ferrous Metals 1.7% 1.8% +0.1%
Electrical Equipment 1.7% 1.8% +0.1%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 6.3% 6.0% -0.4%
Pharmaceuticals & Biotechnology 4.9% 5.1% +0.2%
Realty 3.9% 3.7% -0.2%
Retailing 2.9% 2.9% +0.1%
Auto Components 3.1% 2.9% -0.1%
IT - Software 2.2% 2.1% -0.1%
Construction 1.7% 1.9% +0.2%
Electrical Equipment 1.8% 1.8% +0.0%
Aerospace & Defense 1.3% 1.7% +0.4%
Leisure Services 1.8% 1.7% -0.1%
🟢
Biggest New Buy
Shriram Finance Limited
0.49% weight · Finance
Biggest Add
Bharat Electronics Limited
+0.39% · now 1.71%
Biggest Trim
GAIL (India) Limited
-0.57% · now 0.91%
🤝 Other funds also bought this month
Shriram Finance Limited 27 funds
Shriram Finance Limited
Groww Large Cap Fund
Invesco India ESG Integration Strategy Fund (An open ended equity scheme investing in companies following Environmental, Social and Governance (ESG) theme following integration strategy)
JM Large & Mid Cap Fund (Direct) - Growth Option + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 1 New Entry ↑ 7 Increased ↓ 21 Decreased
#StockSectorWeight (Aug 2026)
1
Shriram Finance Limited
₹4.91 Cr
Finance 0.49%
#StockSectorJul 2026Aug 2026Change
1
Bharat Electronics Limited
₹17.04 Cr
Aerospace & Defense 1.32% 1.71% +0.39%
2
Divi's Laboratories Limited
₹27.22 Cr
Pharmaceuticals & Biotechnology 2.43% 2.73% +0.30%
3
Larsen & Toubro Limited
₹18.65 Cr
Construction 1.65% 1.87% +0.22%
4
360 One WAM Limited
₹16.22 Cr
Capital Markets 1.54% 1.63% +0.09%
5
Meesho Ltd
₹10.95 Cr
Retailing 1.02% 1.10% +0.08%
6
Tata Motors Ltd
₹15.27 Cr
Agricultural, Commercial & Construction Vehicles 1.48% 1.53% +0.05%
7
ABB India Limited
₹17.54 Cr
Electrical Equipment 1.75% 1.76% +0.01%
#StockSectorJul 2026Aug 2026Change
1
GAIL (India) Limited
₹9.02 Cr
Gas 1.48% 0.91% -0.57%
2
Tata Consumer Products Limited
₹15.26 Cr
Agricultural Food & other Products 1.87% 1.53% -0.34%
3
Hindalco Industries Limited
₹14.65 Cr
Non - Ferrous Metals 1.76% 1.47% -0.29%
4
HDFC Bank Limited
₹14.70 Cr
Banks 1.63% 1.48% -0.15%
5
Max Healthcare Institute Limited
₹13.63 Cr
Healthcare Services 1.51% 1.37% -0.14%
6
Tata Power Company Limited
₹9.64 Cr
Power 1.11% 0.97% -0.14%
7
Torrent Pharmaceuticals Limited
₹23.07 Cr
Pharmaceuticals & Biotechnology 2.45% 2.32% -0.13%
8
Lodha Developers Limited
₹15.23 Cr
Realty 1.66% 1.53% -0.13%
9
Mahindra & Mahindra Limited
₹13.89 Cr
Automobiles 1.51% 1.39% -0.12%
10
State Bank of India
₹11.76 Cr
Banks 1.29% 1.18% -0.11%

What Stocks Does This Fund Hold?

29 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹32.95 Cr
Banks
3.31%
2
₹27.22 Cr
Pharmaceuticals & Biotechnology
2.73%
3
₹23.07 Cr
Pharmaceuticals & Biotechnology
2.32%
4
₹21.45 Cr
Realty
2.15%
5
₹18.65 Cr
Construction
1.87%
6
₹18.37 Cr
Retailing
1.84%
7
₹17.54 Cr
Electrical Equipment
1.76%
8
₹17.01 Cr
Leisure Services
1.71%
9
₹17.04 Cr
Aerospace & Defense
1.71%
10
₹16.22 Cr
Capital Markets
1.63%
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Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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