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Franklin India Small Cap Fund - Direct - Growth

Small Cap Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
89
Jul 2026
Equity Holdings
₹13,841.89 Cr
Equity only, excl. debt & cash
AAUM
₹13,440.81 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
11.4%
Diversified
Top 10 Weight
20.9%
Diversified
Changes
88
5 new · 3 exits
Top Sector
Banks
12.9% 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 3 stocks this month. The biggest new buy was Healthcare Global Enterprises Limited (Healthcare Services) at 0.82% weight. Atul Limited was the biggest exit (Chemicals & Petrochemicals), which was held at 0.97%. Among existing holdings, Kalyan Jewellers India Limited saw the biggest increase — now at 1.89% of the portfolio. Finolex Cables Limited was trimmed the most, now at 0.83%. Equitas Small Finance Bank Limited remains the top holding with Banks the dominant sector at 12.9%. ↓ 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 12.2% 12.7% +0.6%
Industrial Products 8.1% 8.4% +0.4%
Auto Components 7.7% 8.0% +0.3%
Consumer Durables 7.6% 7.8% +0.2%
Chemicals & Petrochemicals 5.7% 5.3% -0.5%
Aerospace & Defense 5.4% 5.0% -0.4%
Pharmaceuticals & Biotechnology 4.7% 5.0% +0.3%
Retailing 4.6% 4.6% +0.0%
IT - Software 4.3% 4.0% -0.3%
Healthcare Services 4.0% 3.9% -0.1%
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%
🟢
Biggest New Buy
Healthcare Global Enterprises Limited
0.82% weight · Healthcare Services
🔴
Biggest Exit
Atul Limited
0.97% was held · Chemicals & Petrochemicals
Biggest Add
Kalyan Jewellers India Limited
+0.55% · now 1.89%
Biggest Trim
Finolex Cables Limited
-0.52% · now 0.83%
🤝 Other funds also bought this month
GSPL Transmission Limited 53 funds
GSPL Transmission Limited
SBI Energy Opportunities Fund - Direct Plan - Growth
ICICI Prudential Infrastructure Fund - Direct Plan - Growth
ICICI PRUDENTIAL ENERGY OPPORTUNITIES FUND - Direct Plan - Growth + more
Ideaforge Technology Limited 11 funds
Ideaforge Technology Limited
Helios Small Cap Fund - Direct Plan - Growth Option
TRUSTMF MID CAP FUND -DIRECT -GROWTH
HDFC INNOVATION FUND - DIRECT PLAN - GROWTH OPTION + more
Healthcare Global Enterprises Limited 4 funds
Healthcare Global Enterprises Limited
Motilal Oswal Asset Management Company Limited
TATA DIVIDEND YIELD FUND
SBI HEALTHCARE OPPORTUNITIES FUND - DIRECT PLAN -GROWTH + more
SBFC Finance Limited 3 funds
SBFC Finance Limited
Franklin India Flexi Cap Fund - Direct - Growth
Navi Nifty 500 Multicap 50:25:25 Index
Franklin India Balanced Advantage Fund- Growth- Direct
Shaily Engineering Plastics Ltd 3 funds
Shaily Engineering Plastics Ltd
WhiteOak Capital Pharma and Healthcare Fund
Edelweiss Small Cap Fund - Direct Plan - Growth
Franklin India Flexi Cap Fund - Direct - Growth
👋 Other funds also exited
Syngene International Limited 12 funds
Syngene International Limited
Groww Nifty Smallcap250 ETF
Old Bridge Flexi Cap Fund
Aditya Birla Sun Life Pharma and Healthcare Fund-Direct-Growth + more
Atul Limited 11 funds
Atul Limited
Groww Nifty Smallcap250 ETF
Kotak MNC Fund-Direct Plan-Growth
DSP Midcap Fund - Direct Plan - Growth + more
Pricol Limited 3 funds
Pricol Limited
Navi Aggressive Hybrid Fund - Direct Plan - Growth
TRUSTMF SMALL CAP FUND -DIRECT PLAN-GROWTH
Mirae Asset Nifty Total Market Index Fund

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 5 New Entries 🔴 3 Exits ↑ 28 Increased ↓ 52 Decreased
#StockSectorWeight (Jul 2026)
1
Healthcare Global Enterprises Limited
₹118.55 Cr
Healthcare Services 0.82%
2
Ideaforge Technology Limited
₹90.73 Cr
Aerospace & Defense 0.63%
3
SBFC Finance Limited
₹86.59 Cr
Finance 0.60%
4
Shaily Engineering Plastics Ltd
₹18.62 Cr
Industrial Products 0.13%
5
GSPL Transmission Limited
₹9.60 Cr
Gas 0.07%
#StockSectorLast Weight (Jun 2026)
1
Atul Limited
₹138.99 Cr
Chemicals & Petrochemicals 0.97%
2
Syngene International Limited
₹60.01 Cr
Healthcare Services 0.42%
3
Pricol Limited
₹11.98 Cr
Auto Components 0.08%
#StockSectorJun 2026Jul 2026Change
1
Kalyan Jewellers India Limited
₹273.43 Cr
Consumer Durables 1.34% 1.89% +0.55%
2
Le Travenues Technology Ltd
₹114.49 Cr
Leisure Services 0.28% 0.79% +0.51%
3
Mrs. Bectors Food Specialities Limited
₹175.74 Cr
Food Products 0.84% 1.21% +0.37%
4
Brigade Enterprises Limited
₹308.17 Cr
Realty 1.80% 2.13% +0.33%
5
Zensar Technologies Limited
₹244.79 Cr
IT - Software 1.36% 1.69% +0.33%
6
Piramal Pharma Limited
₹99.94 Cr
Pharmaceuticals & Biotechnology 0.46% 0.69% +0.23%
7
Ujjivan Small Finance Bank Limited
₹186.56 Cr
Banks 1.07% 1.29% +0.22%
8
Pine Labs Limited
₹315.65 Cr
Financial Technology (Fintech) 1.97% 2.18% +0.21%
9
Jubilant Ingrevia Limited
₹176.42 Cr
Chemicals & Petrochemicals 1.02% 1.22% +0.20%
10
Shankara Buildpro Ltd
₹140.41 Cr
Commercial Services & Supplies 0.80% 0.97% +0.17%
#StockSectorJun 2026Jul 2026Change
1
Finolex Cables Limited
₹119.77 Cr
Industrial Products 1.35% 0.83% -0.52%
2
CCL Products (India) Limited
₹136.20 Cr
Agricultural Food & other Products 1.44% 0.94% -0.50%
3
Syrma SGS Technology Limited
₹264.35 Cr
Industrial Manufacturing 2.32% 1.83% -0.49%
4
Kirloskar Oil Engines Limited
₹320.86 Cr
Industrial Products 2.70% 2.22% -0.48%
5
Kirloskar Pneumatic Co Ltd
₹92.81 Cr
Industrial Products 1.10% 0.64% -0.46%
6
MTAR Technologies Limited
₹176.21 Cr
Aerospace & Defense 1.64% 1.22% -0.42%
7
Sona BLW Precision Forgings Limited
₹118.78 Cr
Auto Components 1.18% 0.82% -0.36%
8
Data Patterns (India) Limited
₹171.33 Cr
Aerospace & Defense 1.49% 1.18% -0.31%
9
Elecon Engineering Company Limited
₹141.62 Cr
Electrical Equipment 1.26% 0.98% -0.28%
10
V-Mart Retail Limited
₹141.67 Cr
Retailing 1.20% 0.98% -0.22%

What Stocks Does This Fund Hold?

89 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹361.49 Cr
Banks
2.50%
2
₹336.02 Cr
Consumer Durables
2.32%
3
₹320.86 Cr
Industrial Products
2.22%
4
₹315.65 Cr
Financial Technology (Fintech)
2.18%
5
₹308.17 Cr
Realty
2.13%
6
₹302.61 Cr
Pharmaceuticals & Biotechnology
2.09%
7
₹285.76 Cr
Aerospace & Defense
1.98%
8
₹273.43 Cr
Consumer Durables
1.89%
9
₹264.35 Cr
Industrial Manufacturing
1.83%
10
₹259.27 Cr
Finance
1.79%
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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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