Franklin India Focused Equity Fund
Institution · data to Jun 2026
Disclosed value
₹2,481 Cr
Jun 2026 closes
At current prices
…
Current holdings
3
Tracked since
Dec 2019
Portfolio value over time
Sum of disclosed holdings across all combined entities, valued at each quarter's closing price.
Current holdings (Jun 2026)
| Company | Holding | QoQ | Value |
|---|---|---|---|
| PB Fintech Ltd | 1.79% | 0.30 | ₹1,321 Cr |
| Sobha Ltd | 4.34% | 0.09 | ₹670 Cr |
| 360 ONE WAM Ltd | 1.08% | NEW | ₹489 Cr |
Portfolio Summary
Jun 2026As of Jun 2026, Franklin India Focused Equity Fund — an institution tracked through public shareholding filings — disclosed 3 holdings in Indian listed companies worth ₹2,481 crore. The same holdings-at-filing-value basis put it at ₹2,669 crore in Mar 2026 (−7.1%). Solomo carries these filings back to Dec 2019.
Largest disclosed positions in Jun 2026: PB Fintech Ltd (POLICYBZR — 1.79% of the company, ₹1,321 crore); Sobha Ltd (SOBHA — 4.34% of the company, ₹670 crore); 360 ONE WAM Ltd (360ONE — 1.08% of the company, ₹489 crore).
Changes in the Jun 2026 filings: newly disclosed — 360 ONE WAM Ltd. Stake reduced in PB Fintech Ltd (−0.30 pp), Sobha Ltd (−0.09 pp). No longer disclosed after the previous quarter: Jubilant Foodworks Ltd, Delhivery Ltd — which can mean a sale, a stake falling below the 1% disclosure line, or that name not filing this quarter.
| Quarter | Disclosed value | Change |
|---|---|---|
| Jun 2026 | ₹2,481 Cr | −7.1% |
| Mar 2026 | ₹2,669 Cr | −14.3% |
| Dec 2025 | ₹3,113 Cr | −1.2% |
| Sep 2025 | ₹3,151 Cr | −7.1% |
| Jun 2025 | ₹3,392 Cr | +30.6% |
| Mar 2025 | ₹2,597 Cr | −44.8% |
| Dec 2024 | ₹4,701 Cr | +5.8% |
| Sep 2024 | ₹4,444 Cr | −24.6% |