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Franklin India Small Cap Fund - Direct - Growth

Small Cap Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
90
Aug 2026
Equity Holdings
₹14,298.36 Cr
Equity only, excl. debt & cash
AAUM
₹13,440.81 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
11.8%
Diversified
Top 10 Weight
21.1%
Diversified
Changes
92
5 new · 4 exits
Top Sector
Banks
12.8% of portfolio
Launch Date
16 Nov 2005
10+ year track record

AAUM (Average Assets Under Management) of ₹13,440.81 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 Small Cap Fund made 5 new additions and exited 4 stocks this month. The biggest new buy was Juniper Green Energy Limited (Power) at 0.61% weight. IIFL Finance Limited was the biggest exit (Finance), which was held at 0.95%. Among existing holdings, Shaily Engineering Plastics Ltd saw the biggest increase — now at 0.81% of the portfolio. Aster DM Healthcare Limited was trimmed the most, now at 0.94%. Pine Labs Limited remains the top holding with Banks the dominant sector at 12.8%. ↓ 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 12.7% 12.9% +0.1%
Consumer Durables 7.8% 8.3% +0.5%
Auto Components 8.0% 7.4% -0.6%
Industrial Products 8.4% 6.8% -1.6%
Pharmaceuticals & Biotechnology 5.0% 5.1% +0.1%
Aerospace & Defense 5.0% 5.0% 0.0%
Chemicals & Petrochemicals 5.3% 4.6% -0.7%
Retailing 4.6% 4.2% -0.4%
Healthcare Services 3.9% 4.2% +0.4%
IT - Software 4.0% 4.2% +0.2%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 12.9% 12.8% -0.1%
Auto Components 7.4% 9.2% +1.8%
Consumer Durables 8.3% 7.8% -0.5%
Industrial Products 6.8% 7.2% +0.4%
Aerospace & Defense 5.0% 5.2% +0.2%
Pharmaceuticals & Biotechnology 5.1% 5.1% +0.0%
Chemicals & Petrochemicals 4.6% 4.6% +0.1%
Retailing 4.2% 4.6% +0.4%
Leisure Services 3.2% 4.0% +0.8%
IT - Software 4.2% 3.9% -0.3%
🟢
Biggest New Buy
Juniper Green Energy Limited
0.61% weight · Power
🔴
Biggest Exit
IIFL Finance Limited
0.95% was held · Finance
Biggest Add
Shaily Engineering Plastics Ltd
+0.68% · now 0.81%
Biggest Trim
Aster DM Healthcare Limited
-0.71% · now 0.94%
🤝 Other funds also bought this month
Kirloskar Pneumatic Company Limited 26 funds
Kirloskar Pneumatic Company Limited
Tata Small Cap Fund-Direct Plan-Growth
Sundaram Business Cycle Fund Direct Plan Growth
Franklin Build India Fund - Direct - Growth + more
Five Star Business Finance Limited 9 funds
Five Star Business Finance Limited
JM Aggressive Hybrid Fund
Mirae Asset BSE Select IPO ETF
Mirae Asset Nifty Smallcap 250 ETF + more
Juniper Green Energy Limited 8 funds
Juniper Green Energy Limited
Mirae Asset Infrastructure Fund - Direct Plan - Growth
Edelweiss Recently Listed IPO Fund Direct Plan Growth
WhiteOak Capital Aggressive Hybrid Fund + more
SEDEMAC MECHATRONICS LTD 4 funds
SEDEMAC MECHATRONICS LTD
Invesco India Manufacturing Fund - Direct Plan - Growth
WCBA-THE WEALTH COMPANY BALANCED ADVT FUND
Franklin India Aggressive Hybrid Fund - Direct - Growth + more
Lumax Auto Technologies Limited 2 funds
Lumax Auto Technologies Limited
Samco Small Cap Fund
Mirae Asset Nifty Total Market Index Fund
👋 Other funds also exited
Kirloskar Pneumatic Co Ltd 27 funds
Kirloskar Pneumatic Co Ltd
Tata Small Cap Fund-Direct Plan-Growth
Sundaram Business Cycle Fund Direct Plan Growth
ITI ELSS Tax Saver Fund - Direct Plan - Growth Option + more
IIFL Finance Limited 11 funds
IIFL Finance Limited
WhiteOak Capital Special Opportunities Fund - Direct Growth
ITI Banking and Financial Services Fund - Direct Plan - Growth Option
ITI ELSS Tax Saver Fund - Direct Plan - Growth Option + more
Gujarat Gas Limited 8 funds
Gujarat Gas Limited
Mirae Asset ELSS Tax Saver Fund - Direct Plan - Growth
Mirae Asset Large & Midcap Fund - Direct Plan - Growth
UTI Mid Cap Fund-Growth Option- Direct + more
Ratnamani Metals & Tubes Ltd. 1 fund
Ratnamani Metals & Tubes Ltd.
ICICI Prudential Multi-Asset Fund

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 5 New Entries 🔴 4 Exits ↑ 37 Increased ↓ 46 Decreased
#StockSectorWeight (Aug 2026)
1
Juniper Green Energy Limited
₹89.74 Cr
Power 0.61%
2
Kirloskar Pneumatic Company Limited
₹89.48 Cr
Industrial Products 0.61%
3
Five Star Business Finance Limited
₹75.69 Cr
Finance 0.51%
4
Lumax Auto Technologies Limited
₹75.19 Cr
Auto Components 0.51%
5
SEDEMAC MECHATRONICS LTD
₹74.70 Cr
Auto Components 0.51%
#StockSectorLast Weight (Jul 2026)
1
IIFL Finance Limited
₹137.74 Cr
Finance 0.95%
2
Kirloskar Pneumatic Co Ltd
₹92.81 Cr
Industrial Products 0.64%
3
Gujarat Gas Limited
₹65.99 Cr
Gas 0.46%
4
Ratnamani Metals & Tubes Ltd.
₹40.81 Cr
Industrial Products 0.28%
#StockSectorJul 2026Aug 2026Change
1
Shaily Engineering Plastics Ltd
₹119.09 Cr
Industrial Products 0.13% 0.81% +0.68%
2
Tenneco Clean Air India Limited
₹221.13 Cr
Auto Components 0.86% 1.50% +0.64%
3
Le Travenues Technology Ltd
₹207.72 Cr
Leisure Services 0.79% 1.41% +0.62%
4
Pine Labs Limited
₹384.02 Cr
Financial Technology (Fintech) 2.18% 2.60% +0.42%
5
SBFC Finance Limited
₹145.57 Cr
Finance 0.60% 0.99% +0.39%
6
Electronics Mart India Limited
₹172.99 Cr
Retailing 0.86% 1.17% +0.31%
7
Axis Bank Limited
₹225.24 Cr
Banks 1.28% 1.53% +0.25%
8
MTAR Technologies Limited
₹216.75 Cr
Aerospace & Defense 1.22% 1.47% +0.25%
9
DCB Bank Limited
₹266.18 Cr
Banks 1.57% 1.81% +0.24%
10
Sapphire Foods India Limited
₹179.24 Cr
Leisure Services 0.98% 1.22% +0.24%
#StockSectorJul 2026Aug 2026Change
1
Aster DM Healthcare Limited
₹137.91 Cr
Healthcare Services 1.65% 0.94% -0.71%
2
HDFC Bank Limited
₹99.11 Cr
Banks 1.23% 0.67% -0.56%
3
JK Lakshmi Cement Limited
₹38.68 Cr
Cement & Cement Products 0.58% 0.26% -0.32%
4
Syrma SGS Technology Limited
₹223.43 Cr
Industrial Manufacturing 1.83% 1.52% -0.31%
5
CESC Limited
₹186.96 Cr
Power 1.53% 1.27% -0.26%
6
PG Electroplast Limited
₹160.91 Cr
Consumer Durables 1.30% 1.09% -0.21%
7
Zensar Technologies Limited
₹221.85 Cr
IT - Software 1.69% 1.50% -0.19%
8
GATEWAY DISTRIPARKS LTD
₹43.97 Cr
Transport Services 0.49% 0.30% -0.19%
9
Crompton Greaves Consumer Electricals Limited
₹189.38 Cr
Consumer Durables 1.44% 1.28% -0.16%
10
Sobha Limited
₹190.03 Cr
Realty 1.44% 1.29% -0.15%

What Stocks Does This Fund Hold?

90 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹384.02 Cr
Financial Technology (Fintech)
2.60%
2
₹355.53 Cr
Banks
2.41%
3
₹349.06 Cr
Consumer Durables
2.37%
4
₹348.36 Cr
Realty
2.36%
5
₹307.61 Cr
Industrial Products
2.09%
6
₹289.77 Cr
Pharmaceuticals & Biotechnology
1.97%
7
₹272.45 Cr
Healthcare Services
1.85%
8
₹271.29 Cr
Aerospace & Defense
1.84%
9
₹270.41 Cr
Finance
1.83%
10
₹268.25 Cr
Consumer Durables
1.82%
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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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