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Franklin India Focused Equity Fund - Direct - Growth

Focused Data as of May 2026 Comparing Apr 2026 → May 2026
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Stocks Held
29
May 2026
Equity Holdings
₹10,683.13 Cr
Equity only, excl. debt & cash
Top 5 Weight
35.3%
Moderate
Top 10 Weight
58.3%
Moderate
Changes
32
3 new · 3 exits
Top Sector
Banks
25.6% of portfolio
📋 What Happened This Month Franklin India Focused Equity Fund made 3 new additions and exited 3 stocks this month. The biggest new buy was Shriram Finance Limited (Finance) at 1.94% weight. Kotak Mahindra Bank Limited was the biggest exit (Banks), which was held at 1.17%. Among existing holdings, Delhivery Limited saw the biggest increase — now at 2.13% of the portfolio. REC Limited was trimmed the most, now at 0.84%. HDFC Bank Limited remains the top holding with Banks the dominant sector at 25.6%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
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%
Apr 2026 May 2026
Sector Prev Curr Delta
Banks 26.7% 25.6% -1.1%
IT - Software 8.5% 8.2% -0.4%
Petroleum Products 6.5% 6.2% -0.4%
Telecom - Services 5.8% 5.7% -0.1%
Retailing 5.1% 5.2% +0.2%
Transport Services 4.6% 5.1% +0.4%
Pharmaceuticals & Biotechnology 5.7% 4.7% -0.9%
Ferrous Metals 4.1% 4.1% +0.0%
Industrial Products 3.6% 3.8% +0.2%
Financial Technology (Fintech) 3.5% 3.6% +0.2%
🟢
Biggest New Buy
Shriram Finance Limited
1.94% weight · Finance
🔴
Biggest Exit
Kotak Mahindra Bank Limited
1.17% was held · Banks
Biggest Add
Delhivery Limited
+0.30% · now 2.13%
Biggest Trim
REC Limited
-0.70% · now 0.84%
🤝 Other funds also bought this month
Shriram Finance Limited 35 funds
Shriram Finance Limited
ICICI Prudential Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth
Motilal Oswal Nifty 200 Momentum 30 Index Fund
HDFC NIFTY200 MOMENTUM 30 INDEX FUND + more
Hindustan Aeronautics Limited 29 funds
Hindustan Aeronautics Limited
Motilal Oswal BSE Quality Index Fund
Bajaj Finserv Nifty Next 50 Index Fund - Direct - Growth
Bandhan Nifty Next 50 Index Fund - Direct Plan - Growth + more
Tata Power Company Limited 15 funds
Tata Power Company Limited
LIC MF Value Fund-Direct Plan-Growth
Bajaj Finserv Nifty Next 50 Index Fund - Direct - Growth
Bandhan Nifty Next 50 Index Fund - Direct Plan - Growth + more
👋 Other funds also exited
Kotak Mahindra Bank Limited 26 funds
Kotak Mahindra Bank Limited
quant Multi Asset Allocation Fund-GROWTH OPTION-Direct Plan
quant Focused Fund - Growth Option-Direct Plan
quant Dynamic Asset Allocation Fund + more
Cipla Limited 17 funds
Cipla Limited
BAJAJ FINSERV HEALTHCARE FUND - DIRECT - GROWTH
ICICI Prudential Equity Minimum Variance Fund - Direct Plan - Growth
LIC MF Healthcare Fund-Direct Plan-Growth + more
Ashok Leyland Limited 9 funds
Ashok Leyland Limited
SBI Quant Fund- Direct Plan- Growth
CAPITALMIND FLEXI CAP FUND DIRECT GROWTH
Union Active Momentum Fund - Direct Plan - Growth Option + more

What Changed in the Portfolio This Month?

Comparing Apr 2026 → May 2026

Apr 2026 May 2026
🟢 3 New Entries 🔴 3 Exits ↑ 16 Increased ↓ 10 Decreased
#StockSectorWeight (May 2026)
1
Shriram Finance Limited
₹217.84 Cr
Finance 1.94%
2
Hindustan Aeronautics Limited
₹165.70 Cr
Aerospace & Defense 1.48%
3
Tata Power Company Limited
₹160.31 Cr
Power 1.43%
#StockSectorLast Weight (Apr 2026)
1
Kotak Mahindra Bank Limited
₹134.16 Cr
Banks 1.17%
2
Cipla Limited
₹117.86 Cr
Pharmaceuticals & Biotechnology 1.03%
3
Ashok Leyland Limited
₹89.15 Cr
Agricultural, Commercial & Construction Vehicles 0.78%
#StockSectorApr 2026May 2026Change
1
Delhivery Limited
₹239.75 Cr
Transport Services 1.83% 2.13% +0.30%
2
Axis Bank Limited
₹836.29 Cr
Banks 7.18% 7.44% +0.26%
3
KEI Industries Limited
₹263.38 Cr
Industrial Products 2.11% 2.34% +0.23%
4
Eternal Limited
₹588.86 Cr
Retailing 5.05% 5.24% +0.19%
5
PB Fintech Limited
₹408.60 Cr
Financial Technology (Fintech) 3.48% 3.64% +0.16%
6
InterGlobe Aviation Limited
₹330.38 Cr
Transport Services 2.80% 2.94% +0.14%
7
ICICI Bank Limited
₹848.07 Cr
Banks 7.42% 7.55% +0.13%
8
Apollo Hospitals Enterprise Limited
₹163.53 Cr
Healthcare Services 1.33% 1.46% +0.13%
9
Sun Pharmaceutical Industries Limited
₹530.76 Cr
Pharmaceuticals & Biotechnology 4.64% 4.73% +0.09%
10
HDFC Life Insurance Company Limited
₹279.56 Cr
Insurance 2.40% 2.49% +0.09%
#StockSectorApr 2026May 2026Change
1
REC Limited
₹94.54 Cr
Finance 1.54% 0.84% -0.70%
2
Jubilant Foodworks Limited
₹158.18 Cr
Leisure Services 2.03% 1.41% -0.62%
3
Tata Consultancy Services Limited
₹598.61 Cr
IT - Software 5.71% 5.33% -0.38%
4
Reliance Industries Limited
₹692.31 Cr
Petroleum Products 6.53% 6.16% -0.37%
5
State Bank of India
₹250.74 Cr
Banks 2.42% 2.23% -0.19%
6
Whirlpool of India Limited
₹111.04 Cr
Consumer Durables 1.16% 0.99% -0.17%
7
HDFC Bank Limited
₹945.58 Cr
Banks 8.53% 8.42% -0.11%
8
Bharti Airtel Limited
₹640.15 Cr
Telecom - Services 5.75% 5.70% -0.05%
9
Hindustan Unilever Limited
₹231.57 Cr
Diversified FMCG 2.11% 2.06% -0.05%
10
APL Apollo Tubes Limited
₹166.03 Cr
Industrial Products 1.50% 1.48% -0.02%

What Stocks Does This Fund Hold?

29 stocks — May 2026

# Stock Sector Cap Weight & Value
1
₹945.58 Cr
Banks
8.42%
2
₹848.07 Cr
Banks
7.55%
3
₹836.29 Cr
Banks
7.44%
4
₹692.31 Cr
Petroleum Products
6.16%
5
₹640.15 Cr
Telecom - Services
5.70%
6
₹598.61 Cr
IT - Software
5.33%
7
₹588.86 Cr
Retailing
5.24%
8
₹530.76 Cr
Pharmaceuticals & Biotechnology
4.73%
9
₹457.64 Cr
Ferrous Metals
4.07%
10
₹408.60 Cr
Financial Technology (Fintech)
3.64%
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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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