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Funds/Franklin India Multi Cap Fund

Franklin India Multi Cap Fund

Franklin Templeton Mutual Fund·Multi Cap Fund·vs Nifty 500 Multicap 50:25:25 TRI

The fund maintains a pronounced tilt toward financials and quality large-caps, with banks commanding nearly 19% of the portfolio despite multi-cap positioning. Recent portfolio moves reveal the manager raising cash significantly and trimming defensive bets like power utilities, while selectively adding IT and infrastructure plays—suggesting cautious optimism but preference for flexibility in a potentially volatile near-term environment. The 59-holding portfolio remains concentrated enough to express conviction, yet the cash buffer signals readiness to deploy opportunistically rather than chase current rallies.

Portfolio analysis · April 2026

PlanNAV1M1Y3Y CAGR5Y CAGR
Regular Growth₹10.1344+0.70%+2.06%
Returns above 1Y are CAGR. Direct plan rows highlighted. NAV from AMFI.
Holdings
58
Top 5 Weight
17.48%
Top 10 Weight
30.67%
Max Position
4.19%
Conviction Bets
15
Gini
0.286
Large Cap
34.77%
Mid Cap
26.41%
Small Cap
31.13%
Top Sector
Banks
Sector Count
24
HHI (bps)
20,336
Highly Differentiated
Active Share
73.71%
vs peer portfolio
Weight Overlap
22.88%
with avg peer
Cosine Similarity
0.478
portfolio angle
Peer Count
30
funds in category

Active Share = ½Σ|wfund − wpeer|, computed using leave-one-out peer portfolio within SEBI category.

Holdings: 5759+4 added2 removed32 weight shifts ≥ 0.1%
StockWeight
HCL Technologies Ltd1.58%
Container Corporation Of India Ltd0.60%
Global Health Ltd0.36%
Tata Power Co Ltd0.23%
#Holding% to NAV
1
Kotak Mahindra Bank Ltd
INE237A01036
4.19%
2
Axis Bank Ltd
INE238A01034
3.76%
3
State Bank of India
INE062A01020
3.56%
4
Call, Cash & Other Assets
Call, Cash & Other Assets
3.50%
5
Hindustan Aeronautics Ltd
INE066F01020
3.02%
6
CESC Ltd
INE486A01021
2.94%
7
PNB Housing Finance Ltd
INE572E01012
2.85%
8
Mphasis Ltd
INE356A01018
2.80%
9
HDFC Bank Ltd
INE040A01034
2.59%
10
Reliance Industries Ltd
INE002A01018
2.49%
11
APL Apollo Tubes Ltd
INE702C01027
2.46%
12
Syrma SGS Technology Ltd
INE0DYJ01015
2.46%
13
Ultratech Cement Ltd
INE481G01011
2.46%
14
Coforge Ltd
INE591G01025
2.27%
15
Kirloskar Oil Engines Ltd
INE146L01010
2.25%
16
NTPC Ltd
INE733E01010
2.02%
17
Hindustan Petroleum Corporation Ltd
INE094A01015
1.99%
18
Tata Communications Ltd
INE151A01013
1.98%
19
Dabur India Ltd
INE016A01026
1.98%
20
J.K. Cement Ltd
INE823G01014
1.87%
Banks18.8%
Industrial Products8.0%
IT - Software7.1%
Aerospace & Defense6.6%
Pharmaceuticals & Biotechnology5.8%
Power5.2%
Petroleum Products4.5%
Cement & Cement Products4.3%
Automobiles3.7%
Finance3.7%

Top 10 sectors by % to NAV. Excludes derivatives.

How many stocks does Franklin India Multi Cap Fund hold?

Franklin India Multi Cap Fund holds 58 stocks as per the latest AMFI portfolio disclosure. The top 5 positions account for 17.48% of NAV.

What is the largest holding in Franklin India Multi Cap Fund?

The largest position in Franklin India Multi Cap Fund is Kotak Mahindra Bank Ltd, accounting for 4.19% of NAV in the Banks sector.

Is Franklin India Multi Cap Fund a concentrated or diversified fund?

With a Gini coefficient of 0.286, Franklin India Multi Cap Fund is well-diversified. The HHI concentration index is 20,336 bps, which is above the 2500 bps threshold for high concentration. The top 5 holdings together make up 17.48% of the portfolio.

What is the market cap allocation of Franklin India Multi Cap Fund?

Based on SEBI's AMFI classification, Franklin India Multi Cap Fund's equity portfolio is split as: Large Cap: 34.77%, Mid Cap: 26.41%, Small Cap: 31.13%. This reflects the fund's positioning within the market cap spectrum.

Which sectors does Franklin India Multi Cap Fund invest in most?

Franklin India Multi Cap Fund has the highest allocation to Banks (18.79%), Industrial Products (7.99%), IT - Software (7.09%). The fund is invested across 24 sectors in total.

How actively managed is Franklin India Multi Cap Fund compared to other Multi Cap Fund funds?

Franklin India Multi Cap Fund has an Active Share of 73.71%, classifying it as "Highly Differentiated" among 30 Multi Cap Fund peers. This means the fund takes significantly different stock positions compared to its category peers.

What changed in Franklin India Multi Cap Fund's portfolio in the latest month?

Between 2026-03-31 and 2026-04-30, Franklin India Multi Cap Fund added 4 new stocks (including HCL Technologies Ltd) and exited 2 stocks (including Zensar Technologies Ltd). Total holding count increased from 57 to 59 stocks.