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Franklin India Large & Mid Cap Fund - Direct - Growth

Mid Cap Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
55
Jul 2026
Equity Holdings
₹3,421.29 Cr
Equity only, excl. debt & cash
AAUM
₹3,009.01 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
19.4%
Diversified
Top 10 Weight
32.3%
Diversified
Changes
61
5 new · 9 exits
Top Sector
Banks
15.9% of portfolio
Launch Date
17 Jan 2005
10+ year track record

AAUM (Average Assets Under Management) of ₹3,009.01 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 Large & Mid Cap Fund made 5 new additions and exited 9 stocks this month. The biggest new buy was Torrent Pharmaceuticals Limited (Pharmaceuticals & Biotechnology) at 2.96% weight. JB Chemicals & Pharmaceuticals Limited was the biggest exit (Pharmaceuticals & Biotechnology), which was held at 2.69%. Among existing holdings, Mahindra & Mahindra Limited saw the biggest increase — now at 4.47% of the portfolio. HDFC Bank Limited was trimmed the most, now at 1.46%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 15.9%. ↓ 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 18.4% 17.6% -0.7%
Retailing 9.7% 9.5% -0.2%
IT - Software 7.7% 6.0% -1.7%
Insurance 5.4% 5.2% -0.2%
Finance 4.0% 4.2% +0.2%
Agricultural, Commercial & Construction Vehicles 2.1% 3.8% +1.7%
Pharmaceuticals & Biotechnology 3.6% 3.7% +0.1%
Auto Components 2.8% 3.2% +0.4%
Consumer Durables 4.8% 3.2% -1.7%
Realty 3.4% 3.1% -0.3%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 17.6% 15.9% -1.7%
Retailing 9.5% 9.4% -0.1%
IT - Software 6.0% 7.2% +1.1%
Insurance 5.2% 6.1% +0.8%
Automobiles 3.1% 4.5% +1.4%
Healthcare Services 2.9% 3.7% +0.7%
Finance 4.2% 3.6% -0.6%
Auto Components 3.2% 3.3% +0.1%
Agricultural, Commercial & Construction Vehicles 3.8% 3.1% -0.7%
Transport Services 2.8% 3.1% +0.3%
🟢
Biggest New Buy
Torrent Pharmaceuticals Limited
2.96% weight · Pharmaceuticals & Biotechnology
🔴
Biggest Exit
JB Chemicals & Pharmaceuticals Limited
2.69% was held · Pharmaceuticals & Biotechnology
Biggest Add
Mahindra & Mahindra Limited
+1.41% · now 4.47%
Biggest Trim
HDFC Bank Limited
-1.55% · now 1.46%
🤝 Other funds also bought this month
Torrent Pharmaceuticals Limited 78 funds
Torrent Pharmaceuticals Limited
ADITYA BIRLA SUN LIFE PHARMA & HEALTHCARE FUND
WhiteOak Capital Pharma and Healthcare Fund
Kotak Healthcare Fund - Direct Plan - Growth Option + more
Manipal Health Enterprises Ltd 43 funds
Manipal Health Enterprises Ltd
Motilal Oswal Active Momentum Fund- Direct-Growth
JM Multi Asset Allocation Fund
DSP Healthcare Fund - Direct Plan - Growth + more
Reliance Industries Limited 29 funds
Reliance Industries Limited
HDFC Nifty50 Value 20 ETF
Mirae Asset Nifty 100 ESG Sector Leaders ETF
Invesco India BSE Sensex Index Fund + more
Billionbrains Garage Ventures Ltd 22 funds
Billionbrains Garage Ventures Ltd
Edel BSE Capital Markets & Insurance ETF
Kotak Focused Fund- Direct Plan- Growth option
Motilal Oswal Asset Management Company Limited + more
LG Electronics India Ltd 13 funds
LG Electronics India Ltd
ITI Large & Mid Cap Fund
BANK OF INDIA Mid Cap Tax Fund Series 1 Direct Plan Growth
Union Multi Asset Allocation Fund- Direct Plan - Growth Option + more
👋 Other funds also exited
JB Chemicals & Pharmaceuticals Limited 160 funds
JB Chemicals & Pharmaceuticals Limited
Groww Nifty Smallcap250 ETF
WhiteOak Capital Pharma and Heathcare Fund Direct Plan Growth
Mirae Asset Healthcare Fund Direct Growth + more
Dixon Technologies (India) Limited 36 funds
Dixon Technologies (India) Limited
DSP Nifty Midcap 150 Quality 50 Index Fund - Direct - Growth
Invesco India - Invesco Pan European Equity Fund of Fund - Direct Plan - Growth Option
BANK OF INDIA Manufacturing & Infrastructure Fund-Direct Plan-Growth + more
Asian Paints Limited 33 funds
Asian Paints Limited
Edelweiss Nifty 100 Quality 30 Index Fund Direct Plan Growth
Mirae Asset Nifty 100 Low Volatility 30 ETF
HDFC NIFTY100 Low Volatility 30 Index Fund (An open ended scheme replicating/tracking NIFTY100 Low Volatility 30 Index (TRI)) + more
Ashok Leyland Limited 32 funds
Ashok Leyland Limited
Sundaram Arbitrage Fund
Motilal Oswal Manufacturing Fund - Direct Plan- Growth
Aditya Birla Sun Life Quant Fund - Direct Growth + more
Lupin Limited 32 funds
Lupin Limited
Mirae Asset Nifty 500 Healthcare ETF
Aditya Birla Sun Life Pharma and Healthcare Fund-Direct-Growth
Bandhan Multi-Factor Fund - Direct Plan - Growth + more
Blue Star Limited 18 funds
Blue Star Limited
quant Consumption Fund - Growth Option - Direct Plan
Invesco India Consumption Fund - Direct Plan - Growth
LIC MF Consumption Fund-Direct Plan-Growth + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 5 New Entries 🔴 9 Exits ↑ 23 Increased ↓ 24 Decreased
#StockSectorWeight (Jul 2026)
1
Torrent Pharmaceuticals Limited
₹105.76 Cr
Pharmaceuticals & Biotechnology 2.96%
2
Reliance Industries Limited
₹70.66 Cr
Petroleum Products 1.98%
3
LG Electronics India Ltd
₹50.70 Cr
Consumer Durables 1.42%
4
Manipal Health Enterprises Ltd
₹38.45 Cr
Healthcare Services 1.08%
5
Billionbrains Garage Ventures Ltd
₹35.82 Cr
Capital Markets 1.00%
#StockSectorLast Weight (Jun 2026)
1
JB Chemicals & Pharmaceuticals Limited
₹92.94 Cr
Pharmaceuticals & Biotechnology 2.69%
2
United Breweries Limited
₹37.12 Cr
Beverages 1.08%
3
Lupin Limited
₹36.40 Cr
Pharmaceuticals & Biotechnology 1.05%
4
Asian Paints Limited
₹33.44 Cr
Consumer Durables 0.97%
5
Hexaware Technologies Limited
₹23.96 Cr
IT - Software 0.69%
6
Ashok Leyland Limited
₹23.19 Cr
Agricultural, Commercial & Construction Vehicles 0.67%
7
SKF INDIA INDUSTRIAL LTD
₹22.55 Cr
Industrial Products 0.65%
8
Dixon Technologies (India) Limited
₹20.67 Cr
Consumer Durables 0.60%
9
Blue Star Limited
₹9.12 Cr
Consumer Durables 0.26%
#StockSectorJun 2026Jul 2026Change
1
Mahindra & Mahindra Limited
₹159.93 Cr
Automobiles 3.06% 4.47% +1.41%
2
AU Small Finance Bank Limited
₹112.55 Cr
Banks 1.99% 3.15% +1.16%
3
Max Financial Services Limited
₹101.94 Cr
Insurance 1.91% 2.85% +0.94%
4
HCL Technologies Limited
₹74.18 Cr
IT - Software 1.13% 2.07% +0.94%
5
Swiggy Limited
₹81.16 Cr
Retailing 1.66% 2.27% +0.61%
6
PB Fintech Limited
₹79.39 Cr
Financial Technology (Fintech) 1.75% 2.22% +0.47%
7
Hindalco Industries Limited
₹71.81 Cr
Non - Ferrous Metals 1.58% 2.01% +0.43%
8
Infosys Limited
₹76.73 Cr
IT - Software 1.75% 2.15% +0.40%
9
InterGlobe Aviation Limited
₹80.42 Cr
Transport Services 1.93% 2.25% +0.32%
10
Persistent Systems Limited
₹59.70 Cr
IT - Software 1.35% 1.67% +0.32%
#StockSectorJun 2026Jul 2026Change
1
HDFC Bank Limited
₹52.32 Cr
Banks 3.01% 1.46% -1.55%
2
Axis Bank Limited
₹90.27 Cr
Banks 4.06% 2.52% -1.54%
3
Crompton Greaves Consumer Electricals Limited
₹14.39 Cr
Consumer Durables 1.34% 0.40% -0.94%
4
SRF Limited
₹42.05 Cr
Chemicals & Petrochemicals 1.66% 1.18% -0.48%
5
Max Healthcare Institute Limited
₹35.36 Cr
Healthcare Services 1.35% 0.99% -0.36%
6
Eternal Limited
₹136.03 Cr
Retailing 4.15% 3.80% -0.35%
7
Godrej Agrovet Limited
₹35.21 Cr
Food Products 1.29% 0.98% -0.31%
8
Aadhar Housing Finance Limited
₹48.49 Cr
Finance 1.66% 1.36% -0.30%
9
Brigade Enterprises Limited
₹22.02 Cr
Realty 0.92% 0.62% -0.30%
10
Vishal Mega Mart Limited
₹65.19 Cr
Retailing 2.08% 1.82% -0.26%

What Stocks Does This Fund Hold?

55 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹176.18 Cr
Banks
4.93%
2
₹159.93 Cr
Automobiles
4.47%
3
₹136.03 Cr
Retailing
3.80%
4
₹112.55 Cr
Banks
3.15%
5
₹110.37 Cr
Banks
3.09%
6
₹105.76 Cr
Pharmaceuticals & Biotechnology
2.96%
7
₹101.94 Cr
Insurance
2.85%
8
₹90.27 Cr
Banks
2.52%
9
₹81.16 Cr
Retailing
2.27%
10
₹80.53 Cr
Agricultural Food & other Products
2.25%
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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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