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Franklin India Technology Fund - Direct - Growth

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
15
Aug 2026
Equity Holdings
₹1,352.57 Cr
Equity only, excl. debt & cash
AAUM
₹1,563.08 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
53.6%
High concentration
Top 10 Weight
68.9%
High concentration
Changes
15
0 new · 0 exits
Top Sector
IT - Software
31.5% of portfolio
Launch Date
22 Aug 1998
10+ year track record

AAUM (Average Assets Under Management) of ₹1,563.08 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 Among existing holdings, PB Fintech Limited saw the biggest increase — now at 5.52% of the portfolio. HCL Technologies Limited was trimmed the most, now at 6.35%. Bharti Airtel Limited remains the top holding with IT - Software the dominant sector at 31.5%. ↓ 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
IT - Software 31.0% 33.1% +2.1%
Telecom - Services 20.5% 21.8% +1.3%
Retailing 14.1% 15.4% +1.3%
Financial Technology (Fintech) 5.3% 4.7% -0.6%
IT - Services 3.9% 2.4% -1.6%
Entertainment 0.0% 1.0% +1.0%
Jul 2026 Aug 2026
Sector Prev Curr Delta
IT - Software 33.1% 31.5% -1.6%
Telecom - Services 21.8% 20.7% -1.1%
Retailing 15.4% 15.5% +0.1%
Financial Technology (Fintech) 4.7% 5.5% +0.8%
IT - Services 2.4% 2.1% -0.3%
Entertainment 1.0% 1.6% +0.6%
Biggest Add
PB Fintech Limited
+0.79% · now 5.52%
Biggest Trim
HCL Technologies Limited
-1.44% · now 6.35%

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
↑ 7 Increased ↓ 8 Decreased
#StockSectorJul 2026Aug 2026Change
1
PB Fintech Limited
₹97.03 Cr
Financial Technology (Fintech) 4.73% 5.52% +0.79%
2
PVR INOX Limited
₹27.36 Cr
Entertainment 1.00% 1.56% +0.56%
3
Meesho Ltd
₹34.46 Cr
Retailing 1.74% 1.96% +0.22%
4
Info Edge (India) Limited
₹51.78 Cr
Retailing 2.76% 2.94% +0.18%
5
Tata Consultancy Services Limited
₹90.72 Cr
IT - Software 5.10% 5.16% +0.06%
6
Mphasis Limited
₹32.77 Cr
IT - Software 1.80% 1.86% +0.06%
7
Infosys Limited
₹236.92 Cr
IT - Software 13.46% 13.47% +0.01%
#StockSectorJul 2026Aug 2026Change
1
HCL Technologies Limited
₹111.73 Cr
IT - Software 7.79% 6.35% -1.44%
2
Bharti Airtel Limited
₹364.67 Cr
Telecom - Services 21.80% 20.73% -1.07%
3
AMAGI MEDIA LABS LTD
₹36.05 Cr
IT - Services 2.36% 2.05% -0.31%
4
Eternal Limited
₹133.02 Cr
Retailing 7.80% 7.56% -0.24%
5
Zensar Technologies Limited
₹25.04 Cr
IT - Software 1.58% 1.42% -0.16%
6
Intellect Design Arena Limited
₹35.15 Cr
IT - Software 2.12% 2.00% -0.12%
7
Swiggy Limited
₹54.13 Cr
Retailing 3.12% 3.08% -0.04%
8
Hexaware Technologies Limited
₹21.72 Cr
IT - Software 1.25% 1.23% -0.02%

What Stocks Does This Fund Hold?

15 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹364.67 Cr
Telecom - Services
20.73%
2
₹236.92 Cr
IT - Software
13.47%
3
₹133.02 Cr
Retailing
7.56%
4
₹111.73 Cr
IT - Software
6.35%
5
₹97.03 Cr
Financial Technology (Fintech)
5.52%
6
₹90.72 Cr
IT - Software
5.16%
7
₹54.13 Cr
Retailing
3.08%
8
₹51.78 Cr
Retailing
2.94%
9
₹36.05 Cr
IT - Services
2.05%
10
₹35.15 Cr
IT - Software
2.00%
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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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