← Franklin Templeton Mutual Fund

Franklin India Balanced Advantage Fund- Growth- Direct

Balanced Advantage Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
Share: WhatsApp X
Stocks Held
52
Jul 2026
Equity Holdings
₹1,890.93 Cr
Equity only, excl. debt & cash
AAUM
₹2,769.94 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
18.5%
Diversified
Top 10 Weight
29.9%
Diversified
Changes
53
7 new · 4 exits
Top Sector
Banks
15.2% 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 7 new additions and exited 4 stocks this month. The biggest new buy was SBI Funds Management Limited (Capital Markets) at 0.98% weight. PNB Housing Finance Limited was the biggest exit (Finance), which was held at 0.69%. Among existing holdings, HCL Technologies Limited saw the biggest increase — now at 1.69% of the portfolio. ICICI Bank Limited was trimmed the most, now at 3.85%. HDFC Bank Limited remains the top holding with Banks the dominant sector at 15.2%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
May 2026 Jun 2026
Sector Prev Curr Delta
Banks 16.6% 16.0% -0.5%
Telecom - Services 4.3% 3.8% -0.5%
Construction 3.2% 3.2% -0.1%
Petroleum Products 3.8% 3.0% -0.8%
IT - Software 3.2% 2.8% -0.4%
Power 3.1% 2.6% -0.5%
Consumer Durables 1.6% 2.5% +0.9%
Automobiles 2.2% 2.4% +0.2%
Retailing 2.0% 2.3% +0.4%
Finance 2.0% 2.2% +0.2%
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%
🟢
Biggest New Buy
SBI Funds Management Limited
0.98% weight · Capital Markets
🔴
Biggest Exit
PNB Housing Finance Limited
0.69% was held · Finance
Biggest Add
HCL Technologies Limited
+0.34% · now 1.69%
Biggest Trim
ICICI Bank Limited
-0.97% · now 3.85%
🤝 Other funds also bought this month
SBI Funds Management Limited 89 funds
SBI Funds Management Limited
Helios Financial Services Fund - Direct Plan - Growth Option
quant BFSI Fund - Growth Option - Direct Plan
Bajaj Finserv Banking and Financial Services Fund - Direct - Growth + more
360 One WAM Limited 31 funds
360 One WAM Limited
Edel BSE Capital Markets & Insurance ETF
DSP Nifty Midcap 150 Qlty 50 Index Fund
Canara Robeco Focused Fund - Direct Plan - Growth Option + more
RBL Bank Limited 17 funds
RBL Bank Limited
Motilal Oswal Asset Management Company Limited
Motilal Oswal Innovation Opportunities Fund - Direct Plan- Growth
Baroda BNP Paribas Banking & Financial Services Fund + more
Data Patterns (India) Limited 9 funds
Data Patterns (India) Limited
SAMCO ELSS TAX SAVER FUND
Union Active Momentum Fund - Direct Plan - Growth Option
Navi Nifty SmallCap250 Momentum Qlty 100 + more
Aptus Value Housing Finance India Limited 3 funds
Aptus Value Housing Finance India Limited
Franklin India Aggressive Hybrid Fund - Direct - Growth
HDFC Multi-Asset Allocation Fund
Navi Nifty 500 Multicap 50:25:25 Index
SBFC Finance Limited 3 funds
SBFC Finance Limited
Franklin India Small Cap Fund - Direct - Growth
Franklin India Flexi Cap Fund - Direct - Growth
Navi Nifty 500 Multicap 50:25:25 Index
👋 Other funds also exited
HDFC Life Insurance Company Limited 37 funds
HDFC Life Insurance Company Limited
Groww Nifty 50 ETF
Edelweiss BSE Capital Markets & Insurance ETF - Growth
quant Dynamic Asset Allocation Fund + more
PNB Housing Finance Limited 15 funds
PNB Housing Finance Limited
Groww Nifty Smallcap250 ETF
Baroda BNP Paribas Banking and Financial Services Fund - Direct - Growth Option
Navi Nifty Smallcap 250 Momentum quality index fund- Direct Plan + more
Amara Raja Energy & Mobility Ltd 12 funds
Amara Raja Energy & Mobility Ltd
Groww Nifty Smallcap250 ETF
Groww Nifty EV & New Age Automotive ETF FOF
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Direct Plan - Growth Option + more
Canara HSBC Life Insurance Co Ltd 8 funds
Canara HSBC Life Insurance Co Ltd
Groww Nifty Smallcap250 ETF
Mirae Asset Multicap Fund - Direct Plan - Growth
ICICI Prudential Active Momentum Fund - Direct Plan - Growth + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 7 New Entries 🔴 4 Exits ↑ 22 Increased ↓ 20 Decreased
#StockSectorWeight (Jul 2026)
1
SBI Funds Management Limited
₹27.69 Cr
Capital Markets 0.98%
2
RBL Bank Limited
₹22.53 Cr
Banks 0.79%
3
360 One WAM Limited
₹17.03 Cr
Capital Markets 0.60%
4
Aptus Value Housing Finance India Limited
₹15.67 Cr
Finance 0.55%
5
Ask Automotive Limited
₹12.62 Cr
Auto Components 0.45%
6
SBFC Finance Limited
₹32.05 L
Finance 0.01%
7
Data Patterns (India) Limited
₹7.53 L
Aerospace & Defense 0.00%
#StockSectorLast Weight (Jun 2026)
1
PNB Housing Finance Limited
₹19.45 Cr
Finance 0.69%
2
HDFC Life Insurance Company Limited
₹17.28 Cr
Insurance 0.61%
3
Canara HSBC Life Insurance Co Ltd
₹8.31 Cr
Insurance 0.29%
4
Amara Raja Energy & Mobility Ltd
₹3.98 Cr
Auto Components 0.14%
#StockSectorJun 2026Jul 2026Change
1
HCL Technologies Limited
₹47.82 Cr
IT - Software 1.35% 1.69% +0.34%
2
Emmvee Photovoltaic Power Ltd
₹9.60 Cr
Electrical Equipment 0.04% 0.34% +0.30%
3
Eternal Limited
₹57.77 Cr
Retailing 1.79% 2.04% +0.25%
4
Pine Labs Limited
₹23.62 Cr
Financial Technology (Fintech) 0.63% 0.83% +0.20%
5
Mahindra & Mahindra Limited
₹55.06 Cr
Automobiles 1.76% 1.94% +0.18%
6
Infosys Limited
₹46.33 Cr
IT - Software 1.46% 1.63% +0.17%
7
Global Health Limited
₹29.07 Cr
Healthcare Services 0.90% 1.03% +0.13%
8
Dixon Technologies (India) Limited
₹25.29 Cr
Consumer Durables 0.76% 0.89% +0.13%
9
UltraTech Cement Limited
₹59.52 Cr
Cement & Cement Products 2.00% 2.10% +0.10%
10
PB Fintech Limited
₹24.02 Cr
Financial Technology (Fintech) 0.75% 0.85% +0.10%
#StockSectorJun 2026Jul 2026Change
1
ICICI Bank Limited
₹109.09 Cr
Banks 4.82% 3.85% -0.97%
2
Larsen & Toubro Limited
₹71.05 Cr
Construction 3.17% 2.51% -0.66%
3
The Phoenix Mills Limited
₹23.67 Cr
Realty 1.23% 0.84% -0.39%
4
HDFC Bank Limited
₹136.13 Cr
Banks 5.15% 4.80% -0.35%
5
Kirloskar Oil Engines Limited
₹36.51 Cr
Industrial Products 1.64% 1.29% -0.35%
6
Axis Bank Limited
₹79.30 Cr
Banks 3.08% 2.80% -0.28%
7
InterGlobe Aviation Limited
₹36.71 Cr
Transport Services 1.43% 1.30% -0.13%
8
NTPC Limited
₹46.88 Cr
Power 1.75% 1.65% -0.10%
9
Cholamandalam Investment and Finance Company Ltd
₹40.24 Cr
Finance 1.51% 1.42% -0.09%
10
Eris Lifesciences Limited
₹22.25 Cr
Pharmaceuticals & Biotechnology 0.84% 0.78% -0.06%

What Stocks Does This Fund Hold?

52 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹136.13 Cr
Banks
4.80%
2
₹110.43 Cr
Telecom - Services
3.90%
3
₹109.09 Cr
Banks
3.85%
4
₹84.45 Cr
Banks
2.98%
5
₹83.05 Cr
Petroleum Products
2.93%
6
₹79.30 Cr
Banks
2.80%
7
₹71.05 Cr
Construction
2.51%
8
₹59.52 Cr
Cement & Cement Products
2.10%
9
₹57.77 Cr
Retailing
2.04%
10
₹55.06 Cr
Automobiles
1.94%
🏆 Top stocks held by Balanced Advantage funds
See which stocks all active Balanced Advantage fund managers are buying — ranked by total value invested
🏦 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.

Found a discrepancy or have feedback? Contact Us — we read every message personally.