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Franklin India Large Cap Fund- Direct - Growth

Large Cap Data as of May 2026 Comparing Apr 2026 → May 2026
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Stocks Held
46
May 2026
Equity Holdings
₹7,000.43 Cr
Equity only, excl. debt & cash
Top 5 Weight
30.4%
Moderate
Top 10 Weight
50.1%
Moderate
Changes
50
4 new · 6 exits
Top Sector
Banks
27.7% of portfolio
📋 What Happened This Month Franklin India Large Cap Fund made 4 new additions and exited 6 stocks this month. The biggest new buy was Bharti Airtel Limited (Telecom - Services) at 2.32% weight. Sun Pharmaceutical Industries Limited was the biggest exit (Pharmaceuticals & Biotechnology), which was held at 1.22%. Among existing holdings, Bajaj Finserv Limited saw the biggest increase — now at 2.02% of the portfolio. Tata Power Company Limited was trimmed the most, now at 1.33%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 27.7%. ↓ 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 26.0% 26.9% +0.9%
Retailing 8.5% 8.4% -0.2%
IT - Software 8.3% 7.1% -1.2%
Pharmaceuticals & Biotechnology 8.1% 6.1% -2.0%
Petroleum Products 6.2% 5.8% -0.4%
Consumer Durables 4.4% 5.2% +0.9%
Insurance 3.1% 4.5% +1.4%
Automobiles 4.1% 4.3% +0.2%
Power 4.2% 4.0% -0.2%
Construction 3.1% 3.8% +0.8%
Apr 2026 May 2026
Sector Prev Curr Delta
Banks 26.9% 27.7% +0.8%
Retailing 8.4% 7.8% -0.6%
IT - Software 7.1% 6.9% -0.2%
Petroleum Products 5.8% 5.4% -0.4%
Automobiles 4.3% 5.2% +0.9%
Pharmaceuticals & Biotechnology 6.1% 4.8% -1.2%
Insurance 4.5% 4.6% +0.1%
Construction 3.8% 3.9% +0.1%
Consumer Durables 5.2% 3.8% -1.4%
Finance 2.3% 3.1% +0.8%
🟢
Biggest New Buy
Bharti Airtel Limited
2.32% weight · Telecom - Services
🔴
Biggest Exit
Sun Pharmaceutical Industries Limited
1.22% was held · Pharmaceuticals & Biotechnology
Biggest Add
Bajaj Finserv Limited
+0.82% · now 2.02%
Biggest Trim
Tata Power Company Limited
-1.08% · now 1.33%
🤝 Other funds also bought this month
Bharti Airtel Limited 41 funds
Bharti Airtel Limited
Aditya Birla Sun Life Digital India Fund - Growth - Direct Plan
ICICI Prudential Nifty Top 15 Equal Weight Index Fund - Direct Plan - Growth
BAJAJ FINSERV MULTI CAP FUND - DIRECT - GROWTH + more
InterGlobe Aviation Limited 30 funds
InterGlobe Aviation Limited
ICICI Prudential Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth
HDFC NIFTY200 MOMENTUM 30 INDEX FUND
Motilal Oswal Nifty 200 Momentum 30 Index Fund + more
Marico Limited 26 funds
Marico Limited
DSP NIFTY FMCG ETF
Motilal Oswal BSE Low Volatility Index Fund
Motilal Oswal BSE Quality Index Fund + more
Ashok Leyland Limited 18 funds
Ashok Leyland Limited
ICICI Prudential Nifty Auto Index Fund - Direct Plan - Growth
Motilal Oswal Special Opportunities Fund - Direct - Growth
HDFC NIFTY200 MOMENTUM 30 INDEX FUND + more
👋 Other funds also exited
Tata Consultancy Services Limited 21 funds
Tata Consultancy Services Limited
ICICI Prudential Value Fund (erstwhile Value Discovery Fund) - Direct Plan - Growth
Bajaj Finserv Flexi Cap Fund-Direct Plan-Growth
LIC MF Balanced Advantage Fund-Direct Plan-Growth + more
Godrej Consumer Products Limited 18 funds
Godrej Consumer Products Limited
BARODA BNP PARIBAS India Consumption Fund - Direct Plan - Growth Option
Aditya Birla Sun Life Business Cycle Fund-Direct Growth
Union Consumption Fund - Direct Plan - Growth Option + more
Titan Company Limited 13 funds
Titan Company Limited
360 ONE Focused Fund-Direct Plan-Growth
360 ONE FLEXICAP FUND-DIRECT PLAN- GROWTH
UNION EQUITY SAVINGS FUND + more
Sun Pharmaceutical Industries Limited 11 funds
Sun Pharmaceutical Industries Limited
ICICI Prudential Value Fund (erstwhile Value Discovery Fund) - Direct Plan - Growth
Motilal Oswal Manufacturing Fund - Direct Plan- Growth
HDFC Defence Fund - Growth Option - Direct Plan + more
Info Edge (India) Limited 7 funds
Info Edge (India) Limited
Baroda BNP Paribas Innovation Fund Direct plan - Growth Option
HDFC Defence Fund - Growth Option - Direct Plan
ICICI Prudential MidCap Fund - Direct Plan - Growth + more
Brigade Enterprises Limited 4 funds
Brigade Enterprises Limited
THE WEALTH COMPANY SMALL CAP FUND
BANK OF INDIA Manufacturing & Infrastructure Fund-Direct Plan-Growth
Edelweiss Large & Mid Cap Fund - Direct Plan - Growth Option + more

What Changed in the Portfolio This Month?

Comparing Apr 2026 → May 2026

Apr 2026 May 2026
🟢 4 New Entries 🔴 6 Exits ↑ 24 Increased ↓ 16 Decreased
#StockSectorWeight (May 2026)
1
Bharti Airtel Limited
₹165.52 Cr
Telecom - Services 2.32%
2
InterGlobe Aviation Limited
₹88.94 Cr
Transport Services 1.24%
3
Marico Limited
₹61.03 Cr
Agricultural Food & other Products 0.85%
4
Ashok Leyland Limited
₹49.05 Cr
Agricultural, Commercial & Construction Vehicles 0.69%
#StockSectorLast Weight (Apr 2026)
1
Sun Pharmaceutical Industries Limited
₹88.39 Cr
Pharmaceuticals & Biotechnology 1.22%
2
Godrej Consumer Products Limited
₹66.72 Cr
Personal Products 0.92%
3
Info Edge (India) Limited
₹53.82 Cr
Retailing 0.74%
4
Brigade Enterprises Limited
₹43.59 Cr
Realty 0.60%
5
Tata Consultancy Services Limited
₹42.39 Cr
IT - Software 0.59%
6
Titan Company Limited
₹37.59 Cr
Consumer Durables 0.52%
#StockSectorApr 2026May 2026Change
1
Bajaj Finserv Limited
₹144.52 Cr
Finance 1.20% 2.02% +0.82%
2
Axis Bank Limited
₹334.17 Cr
Banks 4.06% 4.68% +0.62%
3
Hindustan Unilever Limited
₹137.85 Cr
Diversified FMCG 1.31% 1.93% +0.62%
4
ICICI Bank Limited
₹632.89 Cr
Banks 8.33% 8.86% +0.53%
5
Mahindra & Mahindra Limited
₹310.35 Cr
Automobiles 3.82% 4.34% +0.52%
6
Maruti Suzuki India Limited
₹60.64 Cr
Automobiles 0.51% 0.85% +0.34%
7
Infosys Limited
₹281.16 Cr
IT - Software 3.64% 3.94% +0.30%
8
LG Electronics India Ltd
₹53.46 Cr
Consumer Durables 0.52% 0.75% +0.23%
9
Hindalco Industries Limited
₹139.99 Cr
Non - Ferrous Metals 1.78% 1.96% +0.18%
10
JB Chemicals & Pharmaceuticals Limited
₹168.60 Cr
Pharmaceuticals & Biotechnology 2.20% 2.36% +0.16%
#StockSectorApr 2026May 2026Change
1
Tata Power Company Limited
₹95.37 Cr
Power 2.41% 1.33% -1.08%
2
Power Grid Corporation of India Limited
₹67.76 Cr
Power 1.56% 0.95% -0.61%
3
Crompton Greaves Consumer Electricals Limited
₹34.20 Cr
Consumer Durables 1.04% 0.48% -0.56%
4
Asian Paints Limited
₹113.05 Cr
Consumer Durables 2.02% 1.58% -0.44%
5
Reliance Industries Limited
₹387.96 Cr
Petroleum Products 5.81% 5.43% -0.38%
6
Apollo Hospitals Enterprise Limited
₹87.45 Cr
Healthcare Services 1.54% 1.22% -0.32%
7
State Bank of India
₹226.44 Cr
Banks 3.47% 3.17% -0.30%
8
Divi's Laboratories Limited
₹69.58 Cr
Pharmaceuticals & Biotechnology 1.24% 0.97% -0.27%
9
HDFC Bank Limited
₹472.78 Cr
Banks 6.77% 6.62% -0.15%
10
PB Fintech Limited
₹104.02 Cr
Financial Technology (Fintech) 1.59% 1.46% -0.13%

What Stocks Does This Fund Hold?

46 stocks — May 2026

# Stock Sector Cap Weight & Value
1
₹632.89 Cr
Banks
8.86%
2
₹472.78 Cr
Banks
6.62%
3
₹387.96 Cr
Petroleum Products
5.43%
4
₹342.74 Cr
Retailing
4.80%
5
₹334.17 Cr
Banks
4.68%
6
₹311.52 Cr
Banks
4.36%
7
₹310.35 Cr
Automobiles
4.34%
8
₹281.16 Cr
IT - Software
3.94%
9
₹280.69 Cr
Construction
3.93%
10
₹226.44 Cr
Banks
3.17%
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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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