Franklin India Opportunities Fund Direct · Growth

Sector Allocation

Aggregate portfolio weight by industry sector, sorted by exposure.

Banks

17.17%

Industrial Products

8.94%

Automobiles

6.13%

Pharmaceuticals & Biotechnology

5.24%

Power

5.00%

Finance

4.50%

Consumer Durables

4.25%

Telecom - Services

4.10%

Petroleum Products

3.74%

Healthcare Services

3.47%

Oil

3.40%

IT - Software

3.28%

Retailing

2.55%

Aerospace & Defense

2.45%

Chemicals & Petrochemicals

2.45%

Industrial Manufacturing

2.07%

Financial Technology (Fintech)

2.05%

Others

9.43%

All Holdings

Complete list of 47 stocks, grouped by sector. Filter by industry to focus.

47 holdings36.9% top 10 weight24 sectors

#	Stock	ISIN	Sector	% of NAV	Qty	Value (₹Cr)	Mkt Price/Sh
Banks 6 stocks17.17%
1	Axis Bank Ltd	INE238A01034	Banks	6.05%	39,48,707	458.56	₹1,161
3	State Bank of India	INE062A01020	Banks	3.84%	29,69,724	290.85	₹979
8	HDFC Bank Ltd	INE040A01034	Banks	2.71%	28,06,438	205.31	₹732
18	IDFC First Bank Ltd	INE092T01019	Banks	2.01%	2,58,78,858	152.30	₹59
20	Ujjivan Small Finance Bank Ltd	INE551W01018	Banks	1.73%	2,59,99,478	131.32	₹51
42	RBL Bank Ltd	INE976G01028	Banks	0.83%	21,65,616	62.75	₹290
Industrial Products 4 stocks8.94%
7	APL Apollo Tubes Ltd	INE702C01027	Industrial Products	3.30%	12,89,735	249.82	₹1,937
9	AIA Engineering Ltd	INE212H01026	Industrial Products	2.58%	5,38,094	195.68	₹3,637
12	Kirloskar Oil Engines Ltd	INE146L01010	Industrial Products	2.26%	12,88,353	171.21	₹1,329
43	Finolex Cables Ltd	INE235A01022	Industrial Products	0.80%	7,75,844	60.24	₹777
Automobiles 4 stocks6.13%
19	Tata Motors Passenger Vehicles Ltd	INE155A01022	Automobiles	1.77%	45,33,673	134.29	₹296
21	Maruti Suzuki India Ltd	INE585B01010	Automobiles	1.68%	1,03,685	127.59	₹12,306
31	Mahindra & Mahindra Ltd	INE101A01026	Automobiles	1.43%	3,65,687	108.05	₹2,955
35	TVS Motor Co Ltd	INE494B01023	Automobiles	1.25%	2,82,218	94.93	₹3,364
Pharmaceuticals & Biotechnology 4 stocks5.24%
24	Akums Drugs And Pharmaceuticals Ltd	INE09XN01023	Pharmaceuticals & Biotechnology	1.56%	25,33,367	118.08	₹466
25	Mankind Pharma Ltd	INE634S01028	Pharmaceuticals & Biotechnology	1.55%	5,83,975	117.13	₹2,006
36	Eris Lifesciences Ltd	INE406M01024	Pharmaceuticals & Biotechnology	1.23%	7,17,992	93.14	₹1,297
41	Biocon Ltd	INE376G01013	Pharmaceuticals & Biotechnology	0.90%	18,81,179	67.89	₹361
Power 1 stocks5.00%
2	NTPC Ltd	INE733E01010	Power	5.00%	1,02,29,949	379.17	₹371
Finance 2 stocks4.50%
4	Shriram Finance Ltd	INE721A01047	Finance	3.77%	32,77,285	285.81	₹872
44	IIFL Finance Ltd	INE530B01024	Finance	0.73%	12,76,510	54.95	₹430
Consumer Durables 2 stocks4.25%
13	Amber Enterprises India Ltd	INE371P01015	Consumer Durables	2.19%	2,53,035	165.71	₹6,549
15	PG Electroplast Ltd	INE457L01029	Consumer Durables	2.06%	33,27,003	156.34	₹470
Telecom - Services 3 stocks4.10%
26	Bharti Airtel Ltd	INE397D01024	Telecom - Services	1.52%	6,44,360	114.85	₹1,782
33	Tata Communications Ltd	INE151A01013	Telecom - Services	1.30%	7,31,054	98.54	₹1,348
34	Indus Towers Ltd	INE121J01017	Telecom - Services	1.28%	23,14,234	96.77	₹418
Petroleum Products 1 stocks3.74%
5	Reliance Industries Ltd	INE002A01018	Petroleum Products	3.74%	21,07,409	283.21	₹1,344
Healthcare Services 2 stocks3.47%
17	Aster DM Healthcare Ltd	INE914M01019	Healthcare Services	2.03%	22,94,130	153.71	₹670
30	Metropolis Healthcare Ltd	INE112L01020	Healthcare Services	1.44%	25,20,884	109.41	₹434
Oil 1 stocks3.40%
6	Oil & Natural Gas Corporation Ltd	INE213A01029	Oil	3.40%	90,58,754	257.86	₹285
IT - Software 3 stocks3.28%
22	Mphasis Ltd	INE356A01018	IT - Software	1.64%	6,05,678	124.35	₹2,053
40	Intellect Design Arena Ltd	INE306R01017	IT - Software	0.91%	11,48,909	68.77	₹599
45	Zensar Technologies Ltd	INE520A01027	IT - Software	0.73%	10,73,957	55.26	₹515
Retailing 1 stocks2.55%
10	Eternal Ltd	INE758T01015	Retailing	2.55%	84,29,102	193.01	₹229
Aerospace & Defense 1 stocks2.45%
11	Hindustan Aeronautics Ltd	INE066F01020	Aerospace & Defense	2.45%	5,31,519	185.35	₹3,487
Chemicals & Petrochemicals 3 stocks2.45%
28	Sudarshan Chemical Industries Ltd	INE659A01023	Chemicals & Petrochemicals	1.48%	14,95,526	111.81	₹748
46	Deepak Nitrite Ltd	INE288B01029	Chemicals & Petrochemicals	0.57%	3,36,107	43.25	₹1,287
47	Camlin Fine Sciences Ltd	INE052I01032	Chemicals & Petrochemicals	0.40%	31,35,785	30.40	₹97
Industrial Manufacturing 1 stocks2.07%
14	Syrma SGS Technology Ltd	INE0DYJ01015	Industrial Manufacturing	2.07%	20,29,351	156.89	₹773
Financial Technology (Fintech) 1 stocks2.05%
16	PB Fintech Ltd	INE417T01026	Financial Technology (Fintech)	2.05%	10,86,314	155.10	₹1,428
Cement & Cement Products 1 stocks1.61%
23	Ultratech Cement Ltd	INE481G01011	Cement & Cement Products	1.61%	1,13,843	122.32	₹10,745
Agricultural, Commercial & Construction Vehicles 1 stocks1.51%
27	Tata Motors Ltd	INE1TAE01010	Agricultural, Commercial & Construction Vehicles	1.51%	28,95,703	114.32	₹395
IT - Services 1 stocks1.48%
29	Affle 3i Ltd	INE00WC01027	IT - Services	1.48%	7,75,972	112.45	₹1,449
Insurance 1 stocks1.35%
32	HDFC Life Insurance Co Ltd	INE795G01014	Insurance	1.35%	17,31,354	102.25	₹591
Transport Services 1 stocks1.23%
37	Interglobe Aviation Ltd	INE646L01027	Transport Services	1.23%	2,36,227	93.16	₹3,943
Leisure Services 1 stocks1.19%
38	Lemon Tree Hotels Ltd	INE970X01018	Leisure Services	1.19%	90,02,650	90.40	₹100
Auto Components 1 stocks1.06%
39	Pricol Ltd	INE726V01018	Auto Components	1.06%	15,63,667	80.36	₹514