Franklin Asian Equity Fund

Franklin Templeton Mutual FundEquityPortfolio as of 31 July 2026

Franklin Asian Equity Fund holds 56 instruments (94.19% equity), led by TAIWAN SEMICONDUCTOR MANUFAC (9.98%), SAMSUNG ELECTRONICS CO LTD (7.49%) and SK HYNIX INC (5.32%), as of its 31 July 2026 SEBI-mandated monthly disclosure.

Holdings
56
Equity Allocation
94.19%
AMC
Franklin Templeton Mutual Fund
Category
Equity

This page shows the complete disclosed portfolio of Franklin Asian Equity Fund, managed by Franklin Templeton Mutual Fund, based on its monthly portfolio disclosure dated 31 July 2026. The fund holds 56 instruments with an equity allocation of 94.19%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.

Portfolio Analysis

Franklin Asian Equity Fund's top 10 holdings account for 40.69% of its portfolio, more concentrated than the Equity category average of 37.5%. Information Technology is its largest sector exposure at 31.95% of net assets, spread across 11 sectors in total. Since its 30 June 2026 disclosure, the fund added 4 new positions and exited 2 positions, with YAGEO CORPORATION seeing the largest move (-1.67pp to 0.79%).

Top 10 Equity Holdings

What Changed: June 2026 → July 2026

Equity holdings compared between the fund's two latest monthly disclosures. Weights are % to NAV; weight moves can also reflect price changes, not only buying or selling.

4 new entries2 exits10 increased10 reduced

Biggest Weight Increases

StockWeightChange
TENCENT HOLDINGS LTD2.26% → 3.45%▲ +1.19
NETEASE INC0.86% → 1.67%▲ +0.81
HON PRECISION INC0.53% → 1.09%▲ +0.56
Divi's Laboratories Limited1.93% → 2.43%▲ +0.5
TAIWAN SEMICONDUCTOR MANUFAC9.51% → 9.98%▲ +0.47
KB FINANCIAL GROUP INC0.87% → 1.3%▲ +0.43
Lodha Developers Limited1.28% → 1.66%▲ +0.38
WIWYNN CORP0.7% → 1%▲ +0.3
Torrent Pharmaceuticals Limited2.15% → 2.45%▲ +0.3
HCL Technologies Limited0.88% → 1.14%▲ +0.26

Biggest Weight Reductions

StockWeightChange
YAGEO CORPORATION2.46% → 0.79%▼ -1.67
SK HYNIX INC6.34% → 5.32%▼ -1.02
ALIBABA GROUP HOLDING LTD1.15% → 0.5%▼ -0.65
WUS PRINTED CIRCUIT KUNSHA-A0.89% → 0.37%▼ -0.52
ZHONGJI INNOLIGHT CO LTD-A0.85% → 0.4%▼ -0.45
HDFC Bank Limited2.03% → 1.63%▼ -0.4
MEDIATEK INC2.45% → 2.09%▼ -0.36
Tata Motors Limited1.78% → 1.48%▼ -0.3
GAIL (India) Limited1.66% → 1.48%▼ -0.18
HYUNDAI MOTOR CO1.01% → 0.88%▼ -0.13

Top Holdings — Weight Trend

% to NAV of the fund's current top holdings over its last 6 monthly disclosures (Feb – Jul 2026).

Feb: 9.5%, Mar: 9.43%, Apr: 8.98%, May: 9.34%, Jun: 9.51%, Jul: 9.98%
9.98%
Feb: 5.85%, Mar: 4.69%, Apr: 5.97%, May: 7.09%, Jun: 7.52%, Jul: 7.49%
7.49%
Feb: 4.03%, Mar: 3.18%, Apr: 4.07%, May: 5.45%, Jun: 6.34%, Jul: 5.32%
5.32%
Feb: 3.74%, Mar: 4.24%, Apr: 3.18%, May: 2.05%, Jun: 2.26%, Jul: 3.45%
3.45%
Feb: 4.01%, Mar: 4.44%, Apr: 3.57%, May: 2.76%, Jun: 3.18%, Jul: 3.41%
3.41%

Full Portfolio (56 holdings)

#HoldingSector% to NAV
1TAIWAN SEMICONDUCTOR MANUFACInformation Technology9.98%
2SAMSUNG ELECTRONICS CO LTDInformation Technology7.49%
3Call, Cash & Other Assetsother5.8%
4SK HYNIX INCInformation Technology5.32%
5TENCENT HOLDINGS LTDFinancial Services3.45%
6ICICI Bank LimitedFinancial Services3.41%
7Torrent Pharmaceuticals LimitedHealthcare2.45%
8Divi's Laboratories LimitedHealthcare2.43%
9Oberoi Realty LimitedReal Estate2.2%
10MEDIATEK INCInformation Technology2.09%
11ETERNAL LIMITEDConsumer Discretionary1.87%
12TATA CONSUMER PRODUCTS LIMITEDConsumer Staples1.87%
13The Indian Hotels Company LimitedConsumer Discretionary1.79%
14Hindalco Industries LimitedMaterials1.76%
15ABB India LimitedIndustrials1.75%
16NETEASE INCConsumer Discretionary1.67%
17Lodha Developers LimitedReal Estate1.66%
18Larsen & Toubro LimitedIndustrials1.65%
19HDFC Bank LimitedFinancial Services1.63%
20Reliance Industries LimitedEnergy1.59%
21360 ONE WAM LIMITEDFinancial Services1.54%
22Endurance Technologies LimitedConsumer Discretionary1.53%
23Tube Investments of India LimitedConsumer Discretionary1.52%
24Mahindra & Mahindra LimitedConsumer Discretionary1.51%
25Max Healthcare Institute LimitedHealthcare1.51%
26Tata Motors LimitedIndustrials1.48%
27GAIL (India) LimitedUtilities1.48%
28CONTEMPORARY AMPEREX TECHN-AConsumer Discretionary1.48%
29Bharat Electronics LimitedIndustrials1.32%
30KB FINANCIAL GROUP INCFinancial Services1.3%
31State Bank of IndiaFinancial Services1.29%
32HANSOH PHARMACEUTICAL GROUPHealthcare1.28%
33KING SLIDE WORKS CO LTDInformation Technology1.21%
34Tata Capital LimitedFinancial Services1.17%
35DBS GROUP HOLDINGS LTDFinancial Services1.16%
36SINGAPORE TECH ENGINEERINGIndustrials1.16%
37HCL Technologies LimitedInformation Technology1.14%
38Tata Power Company LimitedUtilities1.11%
39Infosys LimitedInformation Technology1.09%
40HON PRECISION INCIndustrials1.09%
41UltraTech Cement LimitedMaterials1.06%
42Meesho LimitedConsumer Discretionary1.02%
43WIWYNN CORPInformation Technology1%
44LITE-ON TECHNOLOGY CORPInformation Technology0.97%
45CHINA RESOURCES LAND LTDReal Estate0.93%
46TECHTRONIC INDUSTRIES CO LTDConsumer Discretionary0.93%
47WEICHAI POWER CO LTD-HIndustrials0.89%
48HYUNDAI MOTOR COConsumer Discretionary0.88%
49YAGEO CORPORATIONInformation Technology0.79%
50HSBC HOLDINGS PLCFinancial Services0.78%
51SIEYUAN ELECTRIC CO LTD-AIndustrials0.51%
52ALIBABA GROUP HOLDING LTDConsumer Discretionary0.5%
53ASIA VITAL COMPONENTSInformation Technology0.5%
54ZHONGJI INNOLIGHT CO LTD-ATelecommunication0.4%
55WUS PRINTED CIRCUIT KUNSHA-AInformation Technology0.37%
56ZHONGJI INNOLIGHT CO LTD-HTelecommunication0.23%

Frequently Asked Questions

Yes. As of its 31 July 2026 disclosure, TAIWAN SEMICONDUCTOR MANUFAC is 9.98% of Franklin Asian Equity Fund's net assets — its number 1 holding.
Yes. As of its 31 July 2026 disclosure, SAMSUNG ELECTRONICS CO LTD is 7.49% of Franklin Asian Equity Fund's net assets — its number 2 holding.
Yes. As of its 31 July 2026 disclosure, SK HYNIX INC is 5.32% of Franklin Asian Equity Fund's net assets — its number 3 holding.
Yes. As of its 31 July 2026 disclosure, TENCENT HOLDINGS LTD is 3.45% of Franklin Asian Equity Fund's net assets — its number 4 holding.
Yes. As of its 31 July 2026 disclosure, ICICI Bank Limited is 3.41% of Franklin Asian Equity Fund's net assets — its number 5 holding.

New to reading these? See How to Read a Mutual Fund's Monthly Portfolio Disclosure, or check terms like % to NAV in the glossary.

Source: Franklin Templeton Mutual Fund's SEBI-mandated monthly portfolio disclosure, dated 31 July 2026. Data is for information only, not investment advice. Holdings may have changed since the disclosure date.