← Franklin Templeton Mutual Fund

Franklin India Multi-Factor Fund- Direct- Growth

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
96
Aug 2026
Equity Holdings
₹612.10 Cr
Equity only, excl. debt & cash
AAUM
₹544.61 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
21.6%
Diversified
Top 10 Weight
32.7%
Diversified
Changes
104
19 new · 9 exits
Top Sector
Banks
21.6% 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 19 new additions and exited 9 stocks this month. The biggest new buy was Bajaj Auto Limited (Automobiles) at 1.37% weight. Muthoot Finance Limited was the biggest exit (Finance), which was held at 1.19%. Among existing holdings, Axis Bank Limited saw the biggest increase — now at 2.52% of the portfolio. Mahindra & Mahindra Limited was trimmed the most, now at 0.73%. HDFC Bank Limited remains the top holding with Banks the dominant sector at 21.6%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
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%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 20.8% 21.6% +0.8%
IT - Software 6.0% 6.3% +0.3%
Automobiles 6.2% 6.2% +0.0%
Finance 6.6% 6.0% -0.7%
Pharmaceuticals & Biotechnology 4.1% 4.6% +0.5%
Construction 4.2% 4.3% +0.2%
Petroleum Products 4.5% 4.3% -0.2%
Consumer Durables 3.5% 4.0% +0.4%
Telecom - Services 4.6% 3.4% -1.2%
Insurance 1.5% 2.7% +1.1%
🟢
Biggest New Buy
Bajaj Auto Limited
1.37% weight · Automobiles
🔴
Biggest Exit
Muthoot Finance Limited
1.19% was held · Finance
Biggest Add
Axis Bank Limited
+0.85% · now 2.52%
Biggest Trim
Mahindra & Mahindra Limited
-1.02% · now 0.73%
🤝 Other funds also bought this month
One 97 Communications Limited 56 funds
One 97 Communications Limited
Mirae Asset BSE Select IPO ETF
Mirae Asset BSE Midcap 150 Momentum 30 ETF
JM Aggressive Hybrid Fund + more
Tech Mahindra Limited 39 funds
Tech Mahindra Limited
Invesco India ESG Integration Strategy Fund (An open ended equity scheme investing in companies following Environmental, Social and Governance (ESG) theme following integration strategy)
SBI ESG Exclusionary Strategy Fund - Direct Plan -Growth
Invesco India Largecap Fund - Direct Plan - Growth + more
Bajaj Auto Limited 32 funds
Bajaj Auto Limited
Bandhan Nifty Alpha Low Volatility 30 Index Fund
Bandhan Multi-Factor Fund - Direct Plan - Growth
SAMCO FLEXICAP FUND + more
The Federal Bank Limited 22 funds
The Federal Bank Limited
DSP BSE MidSmall Private Banks ETF
Mirae Asset Nifty Bank ETF
Invesco India Midcap Fund - Direct Plan - Growth Option + more
Dixon Technologies (India) Limited 19 funds
Dixon Technologies (India) Limited
WCMC-The Wealth Company Mid cap fund
JM Large & Mid Cap Fund (Direct) - Growth Option
Mirae Asset Multicap Fund - Direct Plan - Growth + more
Welspun Corp Limited 19 funds
Welspun Corp Limited
Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF
Mirae Asset Nifty Smallcap 250 ETF
Groww Nifty Smallcap 250 ETF + more
👋 Other funds also exited
Multi Commodity Exchange of India Limited 43 funds
Multi Commodity Exchange of India Limited
Kotak Nifty 200 Momentum 30 ETF
Kotak Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option
Bandhan Nifty 500 Momentum 50 Index Fund Direct Plan-Growth + more
Bharat Forge Limited 41 funds
Bharat Forge Limited
Kotak Nifty Midcap 150 Momentum 50 Index Fund-Direct Plan-Growth
Kotak Nifty 200 Momentum 30 ETF
Kotak Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option + more
Power Grid Corporation of India Limited 31 funds
Power Grid Corporation of India Limited
Kotak BSE PSU Index Fund - Direct Plan - Growth
Kotak Services Fund - Direct - Growth
Kotak Nifty200 Value 30 Index Fund - Direct - Growth + more
Vedanta Limited 25 funds
Vedanta Limited
Mirae Asset Nifty 200 Alpha 30 ETF
Kotak Nifty MNC ETF
Kotak Nifty 200 Momentum 30 ETF + more
Muthoot Finance Limited 20 funds
Muthoot Finance Limited
Helios Financial Services Fund - Direct Plan - Growth Option
Mirae Asset Nifty 200 Alpha 30 ETF
SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth + more
Bandhan Bank Limited 11 funds
Bandhan Bank Limited
Kotak Special Opportunities Fund - Direct Plan - Growth Option
Kotak Nifty Smallcap 50 Index Fund - Direct Plan - Growth
Kotak Multi Asset Allocation Fund - Direct Plan - Growth Option + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 19 New Entries 🔴 9 Exits ↑ 39 Increased ↓ 37 Decreased
#StockSectorWeight (Aug 2026)
1
Bajaj Auto Limited
₹8.41 Cr
Automobiles 1.37%
2
Steel Authority of India Limited
₹5.00 Cr
Ferrous Metals 0.81%
3
Tech Mahindra Limited
₹4.93 Cr
IT - Software 0.80%
4
Laurus Labs Limited
₹4.90 Cr
Pharmaceuticals & Biotechnology 0.79%
5
HDFC Asset Management Company Limited
₹4.73 Cr
Capital Markets 0.77%
6
The Federal Bank Limited
₹4.60 Cr
Banks 0.75%
7
SBFC Finance Limited
₹3.94 Cr
Finance 0.64%
8
AWL Agri Business Limited
₹3.77 Cr
Agricultural Food & other Products 0.61%
9
Aditya Birla Capital Limited
₹3.77 Cr
Finance 0.61%
10
Nippon Life India Asset Management Limited
₹3.46 Cr
Capital Markets 0.56%
#StockSectorLast Weight (Jul 2026)
1
Muthoot Finance Limited
₹7.19 Cr
Finance 1.19%
2
Bajaj Holdings & Investment Limited
₹6.94 Cr
Finance 1.15%
3
Bharat Forge Limited
₹5.79 Cr
Auto Components 0.96%
4
Power Grid Corporation of India Limited
₹4.30 Cr
Power 0.71%
5
Multi Commodity Exchange of India Limited
₹4.14 Cr
Capital Markets 0.68%
6
Bandhan Bank Limited
₹3.44 Cr
Banks 0.57%
7
Vedanta Limited
₹2.93 Cr
Diversified Metals 0.48%
8
Natco Pharma Limited
₹2.25 Cr
Pharmaceuticals & Biotechnology 0.37%
9
Force Motors Limited
₹1.37 Cr
Automobiles 0.23%
#StockSectorJul 2026Aug 2026Change
1
Axis Bank Limited
₹15.52 Cr
Banks 1.67% 2.52% +0.85%
2
State Bank of India
₹15.48 Cr
Banks 1.73% 2.51% +0.78%
3
Bajaj Finance Limited
₹9.02 Cr
Finance 0.82% 1.46% +0.64%
4
Radico Khaitan Limited
₹4.63 Cr
Beverages 0.39% 0.75% +0.36%
5
Oberoi Realty Limited
₹3.06 Cr
Realty 0.21% 0.50% +0.29%
6
The Great Eastern Shipping Company Limited
₹5.51 Cr
Transport Services 0.64% 0.90% +0.26%
7
Bank of Maharashtra
₹4.81 Cr
Banks 0.57% 0.78% +0.21%
8
Sun Pharmaceutical Industries Limited
₹6.99 Cr
Pharmaceuticals & Biotechnology 0.95% 1.13% +0.18%
9
Navin Fluorine International Limited
₹3.45 Cr
Chemicals & Petrochemicals 0.41% 0.56% +0.15%
10
Lupin Limited
₹7.48 Cr
Pharmaceuticals & Biotechnology 1.08% 1.21% +0.13%
#StockSectorJul 2026Aug 2026Change
1
Mahindra & Mahindra Limited
₹4.47 Cr
Automobiles 1.75% 0.73% -1.02%
2
Eternal Limited
₹9.07 Cr
Retailing 2.25% 1.47% -0.78%
3
Hindalco Industries Limited
₹4.95 Cr
Non - Ferrous Metals 1.53% 0.80% -0.73%
4
Bharat Electronics Limited
₹3.09 Cr
Aerospace & Defense 1.20% 0.50% -0.70%
5
Bharti Airtel Limited
₹17.87 Cr
Telecom - Services 3.57% 2.90% -0.67%
6
Infosys Limited
₹15.36 Cr
IT - Software 3.16% 2.49% -0.67%
7
Bank of India
₹1.76 Cr
Banks 0.89% 0.29% -0.60%
8
UltraTech Cement Limited
₹6.11 Cr
Cement & Cement Products 1.58% 0.99% -0.59%
9
BSE Limited
₹1.14 Cr
Capital Markets 0.73% 0.19% -0.54%
10
Indus Towers Limited
₹3.19 Cr
Telecom - Services 1.03% 0.52% -0.51%

What Stocks Does This Fund Hold?

96 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹36.29 Cr
Banks
5.89%
2
₹30.75 Cr
Banks
4.99%
3
₹26.50 Cr
Petroleum Products
4.30%
4
₹21.62 Cr
Construction
3.51%
5
₹17.87 Cr
Telecom - Services
2.90%
6
₹15.52 Cr
Banks
2.52%
7
₹15.48 Cr
Banks
2.51%
8
₹15.36 Cr
IT - Software
2.49%
9
₹12.43 Cr
Consumer Durables
2.02%
10
₹9.77 Cr
Automobiles
1.59%
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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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