Markets › Super Investors › Franklin India Opportunites Fund
FF
Franklin India Opportunites Fund
Mutual FundDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹980 Cr
Today
+₹6.2 Cr +0.63%
Companies
5
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio -15.0% NIFTY 50 -4.4%behind NIFTY by 10.6 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
63.0
Wtd ROE
8.3%
Holdings
5
By market cap
Large 0% Mid 87% Small 13%
Holdings · 5
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Akums Drugs and Pharmaceuticals Ltd AKUMS · Healthcare | 4.18% | ₹407.5 Cr | -0.47% | – | 38.1 | 8% |
| Finolex Cables Ltd FINCABLES · Capital Goods | 1.59% | ₹254 Cr | +0.80% | ▲ +0.30pp | 22.4 | 12% |
| Sudarshan Chemical Industries Ltd SUDARSCHEM · Chemicals | 2.66% | ₹187.5 Cr | +1.81% | ▲ +0.09pp | 173.0 | 1% |
| C.E. Info Systems Ltd MAPMYINDIA · Information Technology | 1.81% | ₹85.7 Cr | +2.55% | ▼ -0.42pp | 35.3 | 16% |
| Camlin Fine Sciences Ltd CAMLINFINE · Chemicals | 1.69% | ₹45 Cr | +1.40% | ▼ -0.77pp | 113.1 | 2% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 | Mar '25 | Dec '24 |
|---|---|---|---|---|---|---|
| Akums Drugs and Pharmaceuticals Ltd | 4.18 | 4.18 | 4.18 | · | · | · |
| Finolex Cables Ltd | 1.59 | 1.29 | 1.12 | · | · | · |
| Sudarshan Chemical Industries Ltd | 2.66 | 2.57 | 2.58 | 2.58 | · | · |
| C.E. Info Systems Ltd | 1.81 | 2.23 | 2.23 | 2.24 | · | · |
| Camlin Fine Sciences Ltd | 1.69 | 2.46 | 2.04 | · | · | · |
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.