Markets › Super Investors › Franklin India Focused Equity Fund
FF
Franklin India Focused Equity Fund
Mutual FundDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹2,923 Cr
Today
+₹65.7 Cr +2.30%
Companies
4
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio -17.4% NIFTY 50 -4.4%behind NIFTY by 13.0 pts
Today’s disclosed holdings valued back over the past year vs the NIFTY 50, rebased to 0%. Not a record of actual trades.
Sector allocation
Portfolio X-ray
Top-5 weight
100%
Wtd P/E
110.5
Wtd ROE
8.8%
Holdings
4
By market cap
Large 78% Mid 22% Small 0%
Bought / added last quarter
PB Fintech Ltd+0.21pp
Holdings · 4
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| PB Fintech Ltd POLICYBZR · Financial Services | 2.09% | ₹1,526.1 Cr | +2.15% | ▲ +0.21pp | 109.2 | 10% |
| Sobha Ltd SOBHA · Realty | 4.43% | ₹650.7 Cr | +3.14% | ▼ -0.01pp | 76.0 | 4% |
| Delhivery Ltd DELHIVERY · Services | 1.11% | ₹376.5 Cr | +2.96% | – | 222.6 | 2% |
| Jubilant FoodWorks Ltd JUBLFOOD · Consumer Services | 1.33% | ₹369.6 Cr | +0.79% | ▼ -0.09pp | 62.8 | 20% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| PB Fintech Ltd | 2.09 | 1.88 | 1.86 | 1.78 |
| Sobha Ltd | 4.43 | 4.44 | 4.44 | 4.44 |
| Delhivery Ltd | 1.11 | 1.11 | 1.11 | 1.21 |
| Jubilant FoodWorks Ltd | 1.33 | 1.42 | 1.54 | 1.82 |
Holdings are taken exactly as filed in public shareholding disclosures, shown only once a stake crosses the 1% disclosure threshold, so this is the holder’s large positions, not every holding. Value = disclosed shares × latest market price, so it moves daily while share counts update each quarter; “Q/Q” compares with the prior filing (pp = percentage points). Names are shown as filed and folded only for capitalisation and spacing, never different spellings; a common name could, in principle, represent more than one person. For information only, not investment advice.