Franklin India Opportunites Fund

As of Jun 2026, Franklin India Opportunites Fund — an institution tracked through public shareholding filings — disclosed 8 holdings in Indian listed companies worth ₹2,456 crore. The same holdings-at-filing-value basis put it at ₹802 crore in Mar 2026 (+206.3%). Solomo carries these filings back to Dec 2019.

Largest disclosed positions in Jun 2026: AIA Engineering Ltd (AIAENG — 1.15% of the company, ₹510 crore); Akums Drugs & Pharmaceuticals Ltd (AKUMS — 4.19% of the company, ₹413 crore); Finolex Cables Ltd (FINCABLES — 2.37% of the company, ₹398 crore); Ujjivan Small Finance Bank Ltd (UJJIVANSFB — 2.96% of the company, ₹343 crore); Zensar Technologies Ltd (ZENSARTECH — 2.85% of the company, ₹334 crore). Those 5 account for 81% of the disclosed value.

Changes in the Jun 2026 filings: newly disclosed — AIA Engineering Ltd, SKF India (Industrial) Ltd. Stake raised in Finolex Cables Ltd (+0.78 pp), Akums Drugs & Pharmaceuticals Ltd (+0.01 pp). Stake reduced in C.E. Info Systems Ltd (−0.24 pp). No longer disclosed after the previous quarter: Camlin Fine Sciences Ltd — which can mean a sale, a stake falling below the 1% disclosure line, or that name not filing this quarter.