Franklin India Large Cap Fund

Franklin Templeton Mutual FundEquityPortfolio as of 31 July 2026

Franklin India Large Cap Fund holds 42 instruments (98.1% equity), led by ICICI Bank Limited (9.66%), Mahindra & Mahindra Limited (6.16%) and Reliance Industries Limited (5.85%), as of its 31 July 2026 SEBI-mandated monthly disclosure.

Holdings
42
Equity Allocation
98.1%
AMC
Franklin Templeton Mutual Fund
Category
Equity

This page shows the complete disclosed portfolio of Franklin India Large Cap Fund, managed by Franklin Templeton Mutual Fund, based on its monthly portfolio disclosure dated 31 July 2026. The fund holds 42 instruments with an equity allocation of 98.1%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.

Portfolio Analysis

Franklin India Large Cap Fund's top 10 holdings account for 52.11% of its portfolio, more concentrated than the Equity category average of 37.5%. Financial Services is its largest sector exposure at 37.3% of net assets, spread across 12 sectors in total. Since its 30 June 2026 disclosure, the fund added 1 new position and exited 5 positions, with HDFC Bank Limited seeing the largest move (-3.22pp to 5.43%).

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.

1 new entry5 exits10 increased10 reduced

Biggest Weight Increases

StockWeightChange
Torrent Pharmaceuticals Limited1.54% → 4.04%▲ +2.5
Bajaj Finserv Limited2.88% → 4.49%▲ +1.61
Mahindra & Mahindra Limited4.88% → 6.16%▲ +1.28
Hindalco Industries Limited1.64% → 2.77%▲ +1.13
Infosys Limited3.34% → 4.22%▲ +0.88
SBI Life Insurance Company Limited2.9% → 3.67%▲ +0.77
State Bank of India1.49% → 2.24%▲ +0.75
TATA CONSUMER PRODUCTS LIMITED1.29% → 2.03%▲ +0.74
Reliance Industries Limited5.24% → 5.85%▲ +0.61
Bharti Airtel Limited2.98% → 3.51%▲ +0.53

Biggest Weight Reductions

StockWeightChange
HDFC Bank Limited8.65% → 5.43%▼ -3.22
Axis Bank Limited4.82% → 2.98%▼ -1.84
HDFC Life Insurance Company Limited1.51% → 0.77%▼ -0.74
ETERNAL LIMITED4.99% → 4.36%▼ -0.63
Max Healthcare Institute Limited1.5% → 0.98%▼ -0.52
Larsen & Toubro Limited3.93% → 3.62%▼ -0.31
Oberoi Realty Limited1.18% → 0.94%▼ -0.24
Kotak Mahindra Bank Limited4.38% → 4.23%▼ -0.15
Trent Limited1.12% → 0.99%▼ -0.13
Vishal Mega Mart Limited0.99% → 0.87%▼ -0.12

Top Holdings — Weight Trend

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

Feb: 8.01%, Mar: 8.44%, Apr: 8.33%, May: 8.86%, Jun: 9.55%, Jul: 9.66%
9.66%
Feb: 4.43%, Mar: 3.87%, Apr: 3.82%, May: 4.34%, Jun: 4.88%, Jul: 6.16%
6.16%
Feb: 5.07%, Mar: 6.18%, Apr: 5.81%, May: 5.43%, Jun: 5.24%, Jul: 5.85%
5.85%
Feb: 7.44%, Mar: 6.81%, Apr: 6.77%, May: 6.62%, Jun: 8.65%, Jul: 5.43%
5.43%
Feb: –, Mar: –, Apr: 1.2%, May: 2.02%, Jun: 2.88%, Jul: 4.49%
4.49%

Full Portfolio (42 holdings)

#HoldingSector% to NAV
1ICICI Bank LimitedFinancial Services9.66%
2Mahindra & Mahindra LimitedConsumer Discretionary6.16%
3Reliance Industries LimitedEnergy5.85%
4HDFC Bank LimitedFinancial Services5.43%
5Bajaj Finserv LimitedFinancial Services4.49%
6ETERNAL LIMITEDConsumer Discretionary4.36%
7Kotak Mahindra Bank LimitedFinancial Services4.23%
8Infosys LimitedInformation Technology4.22%
9Torrent Pharmaceuticals LimitedHealthcare4.04%
10SBI Life Insurance Company LimitedFinancial Services3.67%
11Larsen & Toubro LimitedIndustrials3.62%
12Bharti Airtel LimitedTelecommunication3.51%
13Axis Bank LimitedFinancial Services2.98%
14Hindalco Industries LimitedMaterials2.77%
15InterGlobe Aviation LimitedServices2.35%
16State Bank of IndiaFinancial Services2.24%
17TATA CONSUMER PRODUCTS LIMITEDConsumer Staples2.03%
18HCL Technologies LimitedInformation Technology1.98%
19Tata Motors LimitedIndustrials1.97%
20Hindustan Unilever LimitedConsumer Staples1.8%
21Call, Cash & Other Assetsother1.79%
22UltraTech Cement LimitedMaterials1.72%
23PB Fintech LimitedFinancial Services1.57%
24Apollo Hospitals Enterprise LimitedHealthcare1.28%
25Cholamandalam Investment and Finance Company LimitedFinancial Services1.26%
26ABB India LimitedIndustrials1.21%
27Tata Power Company LimitedUtilities1.15%
28Divi's Laboratories LimitedHealthcare1.12%
29United Spirits LimitedConsumer Staples1.1%
30Billionbrains Garage Ventures LimitedFinancial Services1%
31Trent LimitedConsumer Discretionary0.99%
32Swiggy LimitedConsumer Discretionary0.99%
33Max Healthcare Institute LimitedHealthcare0.98%
34JSW Infrastructure LimitedServices0.95%
35Oberoi Realty LimitedReal Estate0.94%
36Vishal Mega Mart LimitedConsumer Discretionary0.87%
37Marico LimitedConsumer Staples0.86%
38Endurance Technologies LimitedConsumer Discretionary0.77%
39HDFC Life Insurance Company LimitedFinancial Services0.77%
40LG Electronics India LimitedConsumer Discretionary0.7%
41COGNIZANT TECH SOLUTIONS-AInformation Technology0.51%
4291 Days Treasury Billsbond0.13%

Frequently Asked Questions

Yes. As of its 31 July 2026 disclosure, ICICI Bank Limited is 9.66% of Franklin India Large Cap Fund's net assets — its number 1 holding.
Yes. As of its 31 July 2026 disclosure, Mahindra & Mahindra Limited is 6.16% of Franklin India Large Cap Fund's net assets — its number 2 holding.
Yes. As of its 31 July 2026 disclosure, Reliance Industries Limited is 5.85% of Franklin India Large Cap Fund's net assets — its number 3 holding.
Yes. As of its 31 July 2026 disclosure, HDFC Bank Limited is 5.43% of Franklin India Large Cap Fund's net assets — its number 4 holding.
Yes. As of its 31 July 2026 disclosure, Bajaj Finserv Limited is 4.49% of Franklin India Large Cap 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.