Franklin Templeton Mutual Fund A/C Franklin India Equity Fund
Institution · data to Dec 2019
Disclosed value
₹782 Cr
Dec 2019 closes
At current prices
…
Current holdings
2
Tracked since
Jun 2018
Portfolio value over time
Sum of disclosed holdings across all combined entities, valued at each quarter's closing price.
Current holdings (Dec 2019)
| Company | Holding | QoQ | Value |
|---|---|---|---|
| United Breweries Ltd | 1.30% | 0.03 | ₹440 Cr |
| JK Lakshmi Cement Ltd | 9.49% | flat | ₹342 Cr |
Portfolio Summary
Dec 2019As of Dec 2019, Franklin Templeton Mutual Fund A/C Franklin India Equity Fund — an institution tracked through public shareholding filings — disclosed 2 holdings in Indian listed companies worth ₹782 crore. The same holdings-at-filing-value basis put it at ₹2,370 crore in Sep 2019 (−67%). Solomo carries these filings back to Jun 2018.
Largest disclosed positions in Dec 2019: United Breweries Ltd (UBL — 1.30% of the company, ₹440 crore); JK Lakshmi Cement Ltd (JKLAKSHMI — 9.49% of the company, ₹342 crore).
Changes in the Dec 2019 filings: Stake raised in United Breweries Ltd (+0.03 pp). No longer disclosed after the previous quarter: Hindustan Petroleum Corporation Ltd, Zydus Lifesciences Ltd, Cummins India Ltd, Bharat Forge 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 |
|---|---|---|
| Dec 2019 | ₹782 Cr | −67% |
| Sep 2019 | ₹2,370 Cr | +5.2% |
| Jun 2019 | ₹2,253 Cr | −4.4% |
| Mar 2019 | ₹2,357 Cr | +32.5% |
| Dec 2018 | ₹1,779 Cr | +27.8% |
| Sep 2018 | ₹1,392 Cr | +384.4% |
| Jun 2018 | ₹287 Cr | - |