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Franklin India Opportunities Fund - Direct - Growth

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
44
Aug 2026
Equity Holdings
₹8,321.33 Cr
Equity only, excl. debt & cash
AAUM
₹8,418.84 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
23.2%
Diversified
Top 10 Weight
38.2%
Diversified
Changes
47
1 new · 4 exits
Top Sector
Industrial Products
14.3% of portfolio
Launch Date
21 Feb 2000
10+ year track record

AAUM (Average Assets Under Management) of ₹8,418.84 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 Opportunities Fund made 1 new addition and exited 4 stocks this month. The biggest new buy was Hyundai Motor India Ltd (Automobiles) at 1.47% weight. Amber Enterprises India Limited was the biggest exit (Consumer Durables), which was held at 2.01%. Among existing holdings, One 97 Communications Limited saw the biggest increase — now at 1.62% of the portfolio. HDFC Bank Limited was trimmed the most, now at 2.78%. Hindustan Aeronautics Limited remains the top holding with Industrial Products the dominant sector at 14.3%. ↓ 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
Industrial Products 14.1% 13.9% -0.2%
Banks 14.4% 9.7% -4.7%
Aerospace & Defense 6.2% 8.7% +2.5%
Pharmaceuticals & Biotechnology 7.1% 7.1% 0.0%
Automobiles 4.5% 5.1% +0.5%
Leisure Services 1.1% 5.1% +3.9%
Consumer Durables 5.0% 5.0% +0.0%
Industrial Manufacturing 4.2% 4.6% +0.4%
Healthcare Services 3.4% 4.1% +0.7%
Finance 5.0% 3.5% -1.5%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Industrial Products 13.9% 14.3% +0.4%
Aerospace & Defense 8.7% 8.7% 0.0%
Banks 9.7% 7.5% -2.1%
Pharmaceuticals & Biotechnology 7.1% 7.2% +0.1%
Leisure Services 5.1% 5.4% +0.3%
Healthcare Services 4.1% 5.0% +0.9%
Industrial Manufacturing 4.6% 4.8% +0.2%
Automobiles 5.1% 4.8% -0.3%
Finance 3.5% 3.8% +0.3%
Financial Technology (Fintech) 2.6% 3.7% +1.1%
🟢
Biggest New Buy
Hyundai Motor India Ltd
1.47% weight · Automobiles
🔴
Biggest Exit
Amber Enterprises India Limited
2.01% was held · Consumer Durables
Biggest Add
One 97 Communications Limited
+0.87% · now 1.62%
Biggest Trim
HDFC Bank Limited
-1.82% · now 2.78%
🤝 Other funds also bought this month
Hyundai Motor India Ltd 31 funds
Hyundai Motor India Ltd
Mirae Asset BSE Select IPO ETF
ICICI Prudential Active Momentum Fund - Direct Plan - Growth
Franklin India Multi Cap Fund - Direct - Growth + more
👋 Other funds also exited
State Bank of India 76 funds
State Bank of India
Kotak Nifty PSU Bank ETF
Kotak BSE PSU Index Fund - Direct Plan - Growth
Kotak Nifty Bank ETF + more
UltraTech Cement Limited 52 funds
UltraTech Cement Limited
Kotak Nifty Commodities Index Fund-Direct Growth
Kotak BSE Housing Index Fund - Direct Plan - Growth Option
Kotak ESG Exclusionary Strategy Fund - Direct Plan - Growth Option + more
Tata Motors Passenger Vehicles Limited 35 funds
Tata Motors Passenger Vehicles Limited
Kotak Nifty200 Value 30 Index Fund - Direct - Growth
Kotak Nifty 50 Value 20 ETF - Payout of Income Distribution cum capital withdrawal option
ICICI Prudential Focused Equity Fund - Direct Plan - Growth + more
Amber Enterprises India Limited 20 funds
Amber Enterprises India Limited
Kotak Nifty Smallcap 50 Index Fund - Direct Plan - Growth
Motilal Oswal ELSS Tax Saver Fund - Direct Plan - Growth Option
Motilal Oswal Large and Midcap Fund - Direct Plan Growth + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 1 New Entry 🔴 4 Exits ↑ 20 Increased ↓ 22 Decreased
#StockSectorWeight (Aug 2026)
1
Hyundai Motor India Ltd
₹142.48 Cr
Automobiles 1.47%
#StockSectorLast Weight (Jul 2026)
1
Amber Enterprises India Limited
₹188.27 Cr
Consumer Durables 2.01%
2
Tata Motors Passenger Vehicles Limited
₹154.03 Cr
Automobiles 1.65%
3
UltraTech Cement Limited
₹64.68 Cr
Cement & Cement Products 0.69%
4
State Bank of India
₹23.57 Cr
Banks 0.25%
#StockSectorJul 2026Aug 2026Change
1
One 97 Communications Limited
₹156.97 Cr
Financial Technology (Fintech) 0.75% 1.62% +0.87%
2
Mankind Pharma Limited
₹368.09 Cr
Pharmaceuticals & Biotechnology 3.01% 3.79% +0.78%
3
APL Apollo Tubes Limited
₹369.69 Cr
Industrial Products 3.24% 3.80% +0.56%
4
Aster DM Healthcare Limited
₹240.84 Cr
Healthcare Services 2.02% 2.48% +0.46%
5
Finolex Cables Limited
₹244.81 Cr
Industrial Products 2.07% 2.52% +0.45%
6
TBO Tek Limited
₹426.95 Cr
Leisure Services 4.01% 4.39% +0.38%
7
Sundram Fasteners Limited
₹117.76 Cr
Auto Components 0.95% 1.21% +0.26%
8
PB Fintech Limited
₹203.68 Cr
Financial Technology (Fintech) 1.86% 2.10% +0.24%
9
Akums Drugs and Pharmaceuticals Limited
₹196.77 Cr
Pharmaceuticals & Biotechnology 1.78% 2.02% +0.24%
10
Metropolis Healthcare Limited
₹175.36 Cr
Healthcare Services 1.57% 1.80% +0.23%
#StockSectorJul 2026Aug 2026Change
1
HDFC Bank Limited
₹270.15 Cr
Banks 4.60% 2.78% -1.82%
2
Eris Lifesciences Limited
₹3.97 Cr
Pharmaceuticals & Biotechnology 1.04% 0.04% -1.00%
3
AIA Engineering Limited
₹294.66 Cr
Industrial Products 3.40% 3.03% -0.37%
4
Sudarshan Chemical Industries Limited
₹126.46 Cr
Chemicals & Petrochemicals 1.62% 1.30% -0.32%
5
C.E. Info Systems Limited
₹127.51 Cr
IT - Software 1.59% 1.31% -0.28%
6
NTPC Limited
₹244.96 Cr
Power 2.78% 2.52% -0.26%
7
Intellect Design Arena Limited
₹60.81 Cr
IT - Software 0.89% 0.63% -0.26%
8
Kirloskar Oil Engines Limited
₹270.48 Cr
Industrial Products 3.02% 2.78% -0.24%
9
Asian Paints Limited
₹270.22 Cr
Consumer Durables 2.99% 2.78% -0.21%
10
Reliance Industries Limited
₹275.15 Cr
Petroleum Products 3.02% 2.83% -0.19%

What Stocks Does This Fund Hold?

44 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹746.74 Cr
Aerospace & Defense
7.68%
2
₹426.95 Cr
Leisure Services
4.39%
3
₹369.69 Cr
Industrial Products
3.80%
4
₹368.09 Cr
Pharmaceuticals & Biotechnology
3.79%
5
₹343.88 Cr
Industrial Manufacturing
3.54%
6
₹322.00 Cr
Automobiles
3.31%
7
₹294.66 Cr
Industrial Products
3.03%
8
₹294.51 Cr
Finance
3.03%
9
₹275.15 Cr
Petroleum Products
2.83%
10
₹270.15 Cr
Banks
2.78%
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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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