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Franklin India Balanced Advantage Fund- Growth- Direct

Balanced Advantage Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
53
Aug 2026
Equity Holdings
₹1,894.94 Cr
Equity only, excl. debt & cash
AAUM
₹2,769.94 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
16.3%
Diversified
Top 10 Weight
27.3%
Diversified
Changes
61
9 new · 8 exits
Top Sector
Banks
13.9% of portfolio
Launch Date
16 Aug 2022
4 years old

AAUM (Average Assets Under Management) of ₹2,769.94 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 India Balanced Advantage Fund made 9 new additions and exited 8 stocks this month. The biggest new buy was Tata Power Company Limited (Power) at 1.23% weight. HCL Technologies Limited was the biggest exit (IT - Software), which was held at 1.69%. Among existing holdings, Bharat Electronics Limited saw the biggest increase — now at 1.81% of the portfolio. NTPC Limited was trimmed the most, now at 0.31%. HDFC Bank Limited remains the top holding with Banks the dominant sector at 13.9%. ↓ 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 16.0% 15.2% -0.8%
Telecom - Services 3.8% 3.9% +0.1%
IT - Software 2.8% 3.3% +0.5%
Petroleum Products 3.0% 2.9% -0.1%
Retailing 2.3% 2.6% +0.3%
Consumer Durables 2.5% 2.6% +0.2%
Automobiles 2.4% 2.6% +0.2%
Construction 3.2% 2.5% -0.7%
Power 2.6% 2.5% -0.1%
Auto Components 1.9% 2.4% +0.5%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 15.2% 13.9% -1.4%
Telecom - Services 3.9% 3.6% -0.3%
Capital Markets 2.0% 3.3% +1.3%
Automobiles 2.6% 3.0% +0.4%
Pharmaceuticals & Biotechnology 2.0% 2.9% +1.0%
Retailing 2.6% 2.8% +0.2%
Consumer Durables 2.6% 2.7% +0.1%
Construction 2.5% 2.6% +0.1%
Aerospace & Defense 2.2% 2.5% +0.3%
Industrial Products 1.3% 2.5% +1.2%
🟢
Biggest New Buy
Tata Power Company Limited
1.23% weight · Power
🔴
Biggest Exit
HCL Technologies Limited
1.69% was held · IT - Software
Biggest Add
Bharat Electronics Limited
+0.61% · now 1.81%
Biggest Trim
NTPC Limited
-1.34% · now 0.31%
🤝 Other funds also bought this month
Dhoot Transmission Ltd 66 funds
Dhoot Transmission Ltd
SBI Automotive Opportunities Fund - Direct Plan - Growth
Invesco India Manufacturing Fund - Direct Plan - Growth
Invesco India Consumption Fund + more
Multi Commodity Exchange of India Limited 35 funds
Multi Commodity Exchange of India Limited
Motilal Oswal Financial Services Fund- Direct Growth
Mirae Asset BSE Midcap 150 Momentum 30 ETF
Motilal Oswal Focused Fund - Direct Plan Growth Option + more
Dr. Reddy's Laboratories Limited 32 funds
Dr. Reddy's Laboratories Limited
ICICI Prudential Healthcare Fund
Mirae Asset Nifty 500 Healthcare ETF
ICICI Prudential Manufacturing Fund + more
Hyundai Motor India Ltd 31 funds
Hyundai Motor India Ltd
Mirae Asset BSE Select IPO ETF
ICICI Prudential Active Momentum Fund - Direct Plan - Growth
Franklin India Multi Cap Fund - Direct - Growth + more
Tata Power Company Limited 16 funds
Tata Power Company Limited
Mirae Asset Nifty Next 50 ETF
Axis Nifty Energy Index Fund
Axis Nifty Energy ETF + more
Timken India Limited 13 funds
Timken India Limited
SBI ESG Exclusionary Strategy Fund - Direct Plan -Growth
Invesco India Manufacturing Fund - Direct Plan - Growth
Invesco India Multicap Fund - Direct Plan - Growth Option + more
👋 Other funds also exited
Maruti Suzuki India Limited 77 funds
Maruti Suzuki India Limited
Kotak Nifty MNC ETF
Kotak Transportation & Logistics Fund-Direct Growth
Kotak Consumption Fund - Direct plan - Growth Option + more
Hindustan Unilever Limited 48 funds
Hindustan Unilever Limited
Kotak Nifty MNC ETF
HDFC Nifty Growth Sectors 15 ETF
Kotak Nifty India Consumption ETF + more
HCL Technologies Limited 38 funds
HCL Technologies Limited
Kotak Nifty IT ETF
Mirae Asset Nifty Top 20 Equal Weight ETF
KOTAK NIFTY 200 QUALITY 30 INDEX FUND - DIRECT PLAN - GROWTH + more
JSW Infrastructure Ltd 15 funds
JSW Infrastructure Ltd
ICICI Prudential Focused Equity Fund - Direct Plan - Growth
JM Large and Midcap Fund
Union Aggressive Hybrid Fund - Direct Plan - Growth Option + more
Motherson Sumi Wiring India Limited 15 funds
Motherson Sumi Wiring India Limited
LIC MF Small Cap Fund-Direct Plan-Growth
Union Business Cycle Fund - Direct Plan - Growth Option
ICICI Prudential Active Momentum Fund - Direct Plan - Growth + more
Data Patterns (India) Limited 9 funds
Data Patterns (India) Limited
Union Active Momentum Fund - Direct Plan - Growth Option
Kotak ELSS Tax Saver Fund-Growth - Direct
ITI Business Cycle Fund- Direct Plan- Growth + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 9 New Entries 🔴 8 Exits ↑ 22 Increased ↓ 22 Decreased
#StockSectorWeight (Aug 2026)
1
Tata Power Company Limited
₹34.70 Cr
Power 1.23%
2
Dhoot Transmission Ltd
₹34.00 Cr
Automobile and Auto Components 1.20%
3
SEDEMAC MECHATRONICS LTD
₹27.80 Cr
Auto Components 0.99%
4
TBO Tek Limited
₹26.18 Cr
Leisure Services 0.93%
5
Dr. Reddy's Laboratories Limited
₹25.97 Cr
Pharmaceuticals & Biotechnology 0.92%
6
Timken India Limited
₹24.22 Cr
Industrial Products 0.86%
7
Multi Commodity Exchange of India Limited
₹23.80 Cr
Capital Markets 0.84%
8
Hyundai Motor India Ltd
₹22.05 Cr
Automobiles 0.78%
9
Astral Limited
₹10.91 Cr
Industrial Products 0.39%
#StockSectorLast Weight (Jul 2026)
1
HCL Technologies Limited
₹47.82 Cr
IT - Software 1.69%
2
Hindustan Unilever Limited
₹18.91 Cr
Diversified FMCG 0.67%
3
Maruti Suzuki India Limited
₹18.50 Cr
Automobiles 0.65%
4
Motherson Sumi Wiring India Limited
₹17.46 Cr
Auto Components 0.62%
5
Ask Automotive Limited
₹12.62 Cr
Auto Components 0.45%
6
JSW Infrastructure Ltd
₹2.30 Cr
Transport Infrastructure 0.08%
7
SBFC Finance Limited
₹32.05 L
Finance 0.01%
8
Data Patterns (India) Limited
₹7.53 L
Aerospace & Defense 0.00%
#StockSectorJul 2026Aug 2026Change
1
Bharat Electronics Limited
₹50.98 Cr
Aerospace & Defense 1.20% 1.81% +0.61%
2
Angel One Limited
₹24.39 Cr
Capital Markets 0.42% 0.86% +0.44%
3
RBL Bank Limited
₹32.33 Cr
Banks 0.79% 1.15% +0.36%
4
Mahindra & Mahindra Limited
₹62.36 Cr
Automobiles 1.94% 2.21% +0.27%
5
Emmvee Photovoltaic Power Ltd
₹16.73 Cr
Electrical Equipment 0.34% 0.59% +0.25%
6
Lenskart Solutions Limited
₹23.18 Cr
Retailing 0.59% 0.82% +0.23%
7
The Phoenix Mills Limited
₹28.50 Cr
Realty 0.84% 1.01% +0.17%
8
Pine Labs Limited
₹27.89 Cr
Financial Technology (Fintech) 0.83% 0.99% +0.16%
9
Ashok Leyland Limited
₹33.37 Cr
Agricultural, Commercial & Construction Vehicles 1.03% 1.18% +0.15%
10
PB Fintech Limited
₹28.13 Cr
Financial Technology (Fintech) 0.85% 1.00% +0.15%
#StockSectorJul 2026Aug 2026Change
1
NTPC Limited
₹8.84 Cr
Power 1.65% 0.31% -1.34%
2
HDFC Bank Limited
₹106.60 Cr
Banks 4.80% 3.78% -1.02%
3
Tata Steel Limited
₹26.41 Cr
Ferrous Metals 1.93% 0.94% -0.99%
4
Reliance Industries Limited
₹61.74 Cr
Petroleum Products 2.93% 2.19% -0.74%
5
Lemon Tree Hotels Limited
₹1.27 Cr
Leisure Services 0.54% 0.04% -0.50%
6
Infosys Limited
₹34.69 Cr
IT - Software 1.63% 1.23% -0.40%
7
State Bank of India
₹74.20 Cr
Banks 2.98% 2.63% -0.35%
8
Bharti Airtel Limited
₹101.47 Cr
Telecom - Services 3.90% 3.59% -0.31%
9
Hindustan Aeronautics Limited
₹19.21 Cr
Aerospace & Defense 0.98% 0.68% -0.30%
10
ICICI Bank Limited
₹102.87 Cr
Banks 3.85% 3.64% -0.21%

What Stocks Does This Fund Hold?

53 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹106.60 Cr
Banks
3.78%
2
₹102.87 Cr
Banks
3.64%
3
₹101.47 Cr
Telecom - Services
3.59%
4
₹74.75 Cr
Banks
2.65%
5
₹74.20 Cr
Banks
2.63%
6
₹72.96 Cr
Construction
2.58%
7
₹62.36 Cr
Automobiles
2.21%
8
₹61.74 Cr
Petroleum Products
2.19%
9
₹57.25 Cr
Cement & Cement Products
2.03%
10
₹55.51 Cr
Retailing
1.97%
🏆 Top stocks held by Balanced Advantage funds
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🏦 Franklin Templeton Mutual Fund — Portfolio & Holdings
See all funds managed by Franklin Templeton Mutual Fund — conviction stocks, monthly entries & exits

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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