Franklin India Small Cap Fund

As of Jun 2026, Franklin India Small Cap Fund — an institution tracked through public shareholding filings — disclosed 31 holdings in Indian listed companies worth ₹9,150 crore. The same holdings-at-filing-value basis put it at ₹9,286 crore in Mar 2026 (−1.5%). Solomo carries these filings back to Sep 2025.

Largest disclosed positions in Jun 2026: Syrma SGS Technology Ltd (SYRMA — 3.76% of the company, ₹997 crore); ERIS Lifesciences Ltd (ERIS — 4.29% of the company, ₹851 crore); CESC Ltd (CESC — 3.10% of the company, ₹697 crore); PNB Housing Finance Ltd (PNBHOUSING — 2.33% of the company, ₹645 crore); Aster DM Healthcare Ltd (ASTERDM — 1.55% of the company, ₹636 crore). Those 5 account for 42% of the disclosed value.

Changes in the Jun 2026 filings: newly disclosed — India Cements Ltd, Ajax Engineering Ltd. Stake raised in Mrs Bectors Food Specialities Ltd (+1.10 pp), Rolex Rings Ltd (+0.85 pp), Metropolis Healthcare Ltd (+0.47 pp). Stake reduced in MTAR Technologies Ltd (−0.75 pp), Syrma SGS Technology Ltd (−0.70 pp), Lemon Tree Hotels Ltd (−0.52 pp). No longer disclosed after the previous quarter: Kalyan Jewellers India Ltd, J B Chemicals & Pharmaceuticals Ltd, RBL Bank Ltd, Brigade Enterprises Ltd — which can mean a sale, a stake falling below the 1% disclosure line, or that name not filing this quarter.