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Franklin India Focused Equity Fund - Direct - Growth

Focused Data as of Apr 2026 Comparing Mar 2026 → Apr 2026
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Stocks Held
29
Apr 2026
Equity Holdings
₹10,794.19 Cr
Equity only, excl. debt & cash
Top 5 Weight
35.4%
Moderate
Top 10 Weight
58.4%
Moderate
Changes
29
1 new · 0 exits
Top Sector
Banks
26.7% of portfolio
📋 What Happened This Month Franklin India Focused Equity Fund added 1 new stock to its portfolio this month. The biggest new buy was Apollo Hospitals Enterprise Limited (Healthcare Services) at 1.33% weight. Among existing holdings, Deepak Nitrite Limited saw the biggest increase — now at 1.24% of the portfolio. Cipla Limited was trimmed the most, now at 1.03%. HDFC Bank Limited remains the top holding with Banks the dominant sector at 26.7%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Feb 2026 Mar 2026
Sector Prev Curr Delta
Banks 29.0% 27.6% -1.4%
IT - Software 8.2% 8.8% +0.5%
Pharmaceuticals & Biotechnology 7.9% 8.7% +0.7%
Petroleum Products 6.0% 6.6% +0.6%
Telecom - Services 5.4% 5.8% +0.4%
Retailing 4.8% 5.0% +0.3%
Transport Services 4.6% 4.5% -0.1%
Ferrous Metals 3.9% 3.9% +0.1%
Industrial Products 4.1% 3.6% -0.5%
Automobiles 3.8% 3.5% -0.2%
Mar 2026 Apr 2026
Sector Prev Curr Delta
Banks 27.6% 26.7% -0.9%
IT - Software 8.8% 8.5% -0.2%
Petroleum Products 6.6% 6.5% 0.0%
Telecom - Services 5.8% 5.8% -0.1%
Pharmaceuticals & Biotechnology 8.7% 5.7% -3.0%
Retailing 5.0% 5.1% +0.0%
Transport Services 4.5% 4.6% +0.1%
Ferrous Metals 3.9% 4.1% +0.1%
Industrial Products 3.6% 3.6% 0.0%
Automobiles 3.5% 3.6% +0.0%
🟢
Biggest New Buy
Apollo Hospitals Enterprise Limited
1.33% weight · Healthcare Services
Biggest Add
Deepak Nitrite Limited
+0.32% · now 1.24%
Biggest Trim
Cipla Limited
-2.80% · now 1.03%
🤝 Other funds also bought this month
Apollo Hospitals Enterprise Limited 34 funds
Apollo Hospitals Enterprise Limited
Mirae Asset Nifty 500 Healthcare ETF
Invesco India ESG Integration Strategy Fund (An open ended equity scheme investing in companies following Environmental, Social and Governance (ESG) theme following integration strategy)
HDFC Nifty Growth Sectors 15 ETF + more

What Changed?

Comparing Mar 2026 → Apr 2026

Mar 2026 Apr 2026
🟢 1 New Entry ↑ 15 Increased ↓ 13 Decreased
#StockSectorWeight (Apr 2026)
1
Apollo Hospitals Enterprise Limited
₹152.73 Cr
Healthcare Services 1.33%
#StockSectorMar 2026Apr 2026Change
1
Deepak Nitrite Limited
₹142.80 Cr
Chemicals & Petrochemicals 0.92% 1.24% +0.32%
2
PB Fintech Limited
₹399.89 Cr
Financial Technology (Fintech) 3.20% 3.48% +0.28%
3
Sobha Limited
₹370.46 Cr
Realty 2.96% 3.22% +0.26%
4
Jubilant Foodworks Limited
₹232.93 Cr
Leisure Services 1.81% 2.03% +0.22%
5
Whirlpool of India Limited
₹133.06 Cr
Consumer Durables 0.99% 1.16% +0.17%
6
Axis Bank Limited
₹824.40 Cr
Banks 7.04% 7.18% +0.14%
7
KEI Industries Limited
₹242.88 Cr
Industrial Products 1.98% 2.11% +0.13%
8
REC Limited
₹177.15 Cr
Finance 1.42% 1.54% +0.12%
9
Tata Steel Limited
₹464.99 Cr
Ferrous Metals 3.94% 4.05% +0.11%
10
Somany Ceramics Ltd
₹63.42 Cr
Consumer Durables 0.46% 0.55% +0.09%
#StockSectorMar 2026Apr 2026Change
1
Cipla Limited
₹117.86 Cr
Pharmaceuticals & Biotechnology 3.83% 1.03% -2.80%
2
Kotak Mahindra Bank Limited
₹134.16 Cr
Banks 1.91% 1.17% -0.74%
3
Ashok Leyland Limited
₹89.15 Cr
Agricultural, Commercial & Construction Vehicles 1.21% 0.78% -0.43%
4
Sun Pharmaceutical Industries Limited
₹533.45 Cr
Pharmaceuticals & Biotechnology 4.84% 4.64% -0.20%
5
HDFC Life Insurance Company Limited
₹275.84 Cr
Insurance 2.59% 2.40% -0.19%
6
Hindustan Unilever Limited
₹242.04 Cr
Diversified FMCG 2.30% 2.11% -0.19%
7
ICICI Bank Limited
₹852.80 Cr
Banks 7.60% 7.42% -0.18%
8
HDFC Bank Limited
₹980.06 Cr
Banks 8.67% 8.53% -0.14%
9
APL Apollo Tubes Limited
₹172.73 Cr
Industrial Products 1.64% 1.50% -0.14%
10
Tata Consultancy Services Limited
₹655.58 Cr
IT - Software 5.83% 5.71% -0.12%

Full Portfolio

29 stocks — Apr 2026

# Stock Sector Cap Weight & Value
1
₹980.06 Cr
Banks
8.53%
2
₹852.80 Cr
Banks
7.42%
3
₹824.40 Cr
Banks
7.18%
4
₹749.74 Cr
Petroleum Products
6.53%
5
₹660.38 Cr
Telecom - Services
5.75%
6
₹655.58 Cr
IT - Software
5.71%
7
₹580.52 Cr
Retailing
5.05%
8
₹533.45 Cr
Pharmaceuticals & Biotechnology
4.64%
9
₹464.99 Cr
Ferrous Metals
4.05%
10
₹410.07 Cr
Automobiles
3.57%
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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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