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Franklin India Multi-Factor Fund- Direct- Growth

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
86
Jul 2026
Equity Holdings
₹598.31 Cr
Equity only, excl. debt & cash
AAUM
₹544.61 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
22.8%
Diversified
Top 10 Weight
33.7%
Diversified
Changes
95
10 new · 10 exits
Top Sector
Banks
20.8% of portfolio
Launch Date
10 Nov 2025
1 years old

AAUM (Average Assets Under Management) of ₹544.61 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 Multi-Factor Fund made 10 new additions and exited 10 stocks this month. The biggest new buy was Hindustan Aeronautics Limited (Aerospace & Defense) at 1.11% weight. Britannia Industries Limited was the biggest exit (Food Products), which was held at 1.13%. Among existing holdings, Coal India Limited saw the biggest increase — now at 1.14% of the portfolio. HDFC Bank Limited was trimmed the most, now at 6.11%. HDFC Bank Limited remains the top holding with Banks the dominant sector at 20.8%. ↓ 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 21.3% 21.0% -0.3%
Finance 6.5% 7.2% +0.7%
Automobiles 6.3% 6.7% +0.4%
IT - Software 5.6% 5.1% -0.5%
Petroleum Products 6.2% 5.1% -1.1%
Pharmaceuticals & Biotechnology 5.4% 5.1% -0.3%
Telecom - Services 4.7% 4.6% -0.2%
Construction 3.1% 3.8% +0.7%
Consumer Durables 2.5% 3.2% +0.8%
Retailing 1.6% 3.0% +1.4%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 21.0% 20.8% -0.2%
Finance 7.2% 6.6% -0.6%
Automobiles 6.7% 6.2% -0.5%
IT - Software 5.1% 6.0% +0.9%
Telecom - Services 4.6% 4.6% +0.0%
Petroleum Products 5.1% 4.5% -0.6%
Construction 3.8% 4.2% +0.4%
Pharmaceuticals & Biotechnology 5.1% 4.1% -0.9%
Consumer Durables 3.2% 3.5% +0.3%
Retailing 3.0% 3.2% +0.2%
🟢
Biggest New Buy
Hindustan Aeronautics Limited
1.11% weight · Aerospace & Defense
🔴
Biggest Exit
Britannia Industries Limited
1.13% was held · Food Products
Biggest Add
Coal India Limited
+0.70% · now 1.14%
Biggest Trim
HDFC Bank Limited
-0.98% · now 6.11%
🤝 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
The Indian Hotels Company Limited 17 funds
The Indian Hotels Company Limited
Motilal Oswal Infrastructure Fund-Direct-Growth
JM Focused Fund (Direct) - Growth Option
Taurus Mid Cap Fund + more
Hindustan Aeronautics Limited 15 funds
Hindustan Aeronautics Limited
Invesco India Focused Fund
ADITYA BIRLA SUN LIFE NIFTY NEXT 50 ETF
Bandhan Nifty 200 Quality 30 Index Fund - Direct Plan - Growth + more
Kirloskar Oil Engines Limited 15 funds
Kirloskar Oil Engines Limited
SAMCO ELSS TAX SAVER FUND
Samco Special Opportunities Fund
DSP Mid Cap Fund + more
Bank of Maharashtra 14 funds
Bank of Maharashtra
Aditya Birla Sun Life Quant Fund - Direct Growth
DSP Nifty Midcap 150 Qlty 50 Index Fund
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund + more
Adani Power Limited 11 funds
Adani Power Limited
ADITYA BIRLA SUN LIFE NIFTY NEXT 50 ETF
Baroda BNP Paribas ESG Best-in-Class Strategy Fund
Mirae Asset Nifty 100 ESG Sector Leaders ETF + more
👋 Other funds also exited
Dr. Reddy's Laboratories Limited 42 funds
Dr. Reddy's Laboratories Limited
Groww Nifty 50 ETF
Mirae Asset Nifty 500 Healthcare ETF
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund Direct Plan - Growth + more
Hindustan Petroleum Corporation Limited 42 funds
Hindustan Petroleum Corporation Limited
DSP Natural Resources and New Energy Fund - Direct Plan - Growth
Invesco India PSU Equity Fund
Groww Nifty PSE ETF FOF + more
Britannia Industries Limited 34 funds
Britannia Industries Limited
Nippon India Medium to Long Duration Fund - Direct Plan Growth Plan - Growth Option
Edelweiss Nifty 100 Quality 30 Index Fund Direct Plan Growth
Mirae Asset Nifty 100 Low Volatility 30 ETF + more
Fortis Healthcare Limited 26 funds
Fortis Healthcare Limited
Groww BSE Hospitals ETF FOF
Nippon India Medium to Long Duration Fund - Direct Plan Growth Plan - Growth Option
ITI Focused Fund - Direct Plan - Growth + more
JSW Infrastructure Ltd 25 funds
JSW Infrastructure Ltd
LIC MF Focused Fund-Direct Plan-Growth
Motilal Oswal Contra Fund
360 ONE FLEXICAP FUND-DIRECT PLAN- GROWTH + more
Solar Industries India Limited 24 funds
Solar Industries India Limited
Groww Nifty India Defence ETF FOF
ITI Focused Fund - Direct Plan - Growth
Edelweiss Nifty 100 Quality 30 Index Fund Direct Plan Growth + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 10 New Entries 🔴 10 Exits ↑ 34 Increased ↓ 41 Decreased
#StockSectorWeight (Jul 2026)
1
Hindustan Aeronautics Limited
₹6.73 Cr
Aerospace & Defense 1.11%
2
Adani Power Limited
₹4.39 Cr
Power 0.73%
3
Bank of Maharashtra
₹3.44 Cr
Banks 0.57%
4
Bandhan Bank Limited
₹3.44 Cr
Banks 0.57%
5
Indegene Limited
₹3.00 Cr
Healthcare Services 0.50%
6
The Indian Hotels Company Limited
₹2.98 Cr
Leisure Services 0.49%
7
SBI Funds Management Limited
₹2.54 Cr
Capital Markets 0.42%
8
Colgate Palmolive (India) Limited
₹2.45 Cr
Personal Products 0.41%
9
Honasa Consumer Limited
₹1.84 Cr
Personal Products 0.30%
10
Kirloskar Oil Engines Limited
₹1.18 Cr
Industrial Products 0.19%
#StockSectorLast Weight (Jun 2026)
1
Britannia Industries Limited
₹6.57 Cr
Food Products 1.13%
2
Solar Industries India Limited
₹6.26 Cr
Chemicals & Petrochemicals 1.08%
3
Mahindra & Mahindra Financial Services Limited
₹5.23 Cr
Finance 0.90%
4
Dr. Reddy's Laboratories Limited
₹4.78 Cr
Pharmaceuticals & Biotechnology 0.82%
5
JSW Infrastructure Ltd
₹3.65 Cr
Transport Infrastructure 0.63%
6
ICICI Prudential Life Insurance Company Limited
₹2.91 Cr
Insurance 0.50%
7
Fortis Healthcare Limited
₹2.79 Cr
Healthcare Services 0.48%
8
Hindustan Petroleum Corporation Limited
₹2.54 Cr
Petroleum Products 0.44%
9
Aditya Birla Sun Life AMC Limited
₹2.28 Cr
Capital Markets 0.39%
10
Akums Drugs and Pharmaceuticals Limited
₹1.16 Cr
Pharmaceuticals & Biotechnology 0.20%
#StockSectorJun 2026Jul 2026Change
1
Coal India Limited
₹6.90 Cr
Consumable Fuels 0.44% 1.14% +0.70%
2
Larsen & Toubro Limited
₹21.05 Cr
Construction 3.00% 3.48% +0.48%
3
Tata Steel Limited
₹4.18 Cr
Ferrous Metals 0.26% 0.69% +0.43%
4
Oracle Financial Services Software Limited
₹5.43 Cr
IT - Software 0.50% 0.90% +0.40%
5
Hindustan Zinc Limited
₹4.31 Cr
Non - Ferrous Metals 0.31% 0.71% +0.40%
6
Infosys Limited
₹19.11 Cr
IT - Software 2.91% 3.16% +0.25%
7
InterGlobe Aviation Limited
₹8.08 Cr
Transport Services 1.10% 1.34% +0.24%
8
Muthoot Finance Limited
₹7.19 Cr
Finance 0.95% 1.19% +0.24%
9
BSE Limited
₹4.43 Cr
Capital Markets 0.51% 0.73% +0.22%
10
Eternal Limited
₹13.62 Cr
Retailing 2.05% 2.25% +0.20%
#StockSectorJun 2026Jul 2026Change
1
HDFC Bank Limited
₹36.98 Cr
Banks 7.09% 6.11% -0.98%
2
Maruti Suzuki India Limited
₹1.88 Cr
Automobiles 1.07% 0.31% -0.76%
3
ITC Limited
₹9.54 Cr
Diversified FMCG 1.99% 1.58% -0.41%
4
Power Grid Corporation of India Limited
₹4.30 Cr
Power 1.04% 0.71% -0.33%
5
Axis Bank Limited
₹10.12 Cr
Banks 1.91% 1.67% -0.24%
6
Bank of Baroda
₹5.98 Cr
Banks 1.16% 0.99% -0.17%
7
GE Vernova T&D India Limited
₹6.07 Cr
Electrical Equipment 1.15% 1.00% -0.15%
8
Reliance Industries Limited
₹27.14 Cr
Petroleum Products 4.63% 4.49% -0.14%
9
Cummins India Limited
₹8.32 Cr
Industrial Products 1.47% 1.38% -0.09%
10
The Great Eastern Shipping Company Limited
₹3.85 Cr
Transport Services 0.73% 0.64% -0.09%

What Stocks Does This Fund Hold?

86 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹36.98 Cr
Banks
6.11%
2
₹31.16 Cr
Banks
5.15%
3
₹27.14 Cr
Petroleum Products
4.49%
4
₹21.62 Cr
Telecom - Services
3.57%
5
₹21.05 Cr
Construction
3.48%
6
₹19.11 Cr
IT - Software
3.16%
7
₹13.62 Cr
Retailing
2.25%
8
₹12.42 Cr
Consumer Durables
2.05%
9
₹10.61 Cr
Automobiles
1.75%
10
₹10.44 Cr
Banks
1.73%
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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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