Largest addition
Shaily Engineering Plastics Limited
shares +498.5% · Consumer Durables
+₹100 cr

LoadingMutual fund
Franklin Templeton Mutual Fund · Equity
1 holding left out of the change counts because a corporate action blocks a quantity comparison.
Fund Quality
Strengths: Less concentrated than most category peers.
Change since 30 Jun 2026: Consistency −1.9, Performance −1.5 points.
Increasing Consumer Services exposure while reducing Chemicals.
Sector allocation, Feb 2026 → Aug 2026
Added
Largest addition
Shaily Engineering Plastics Limited
shares +498.5% · Consumer Durables
+₹100 cr
New position
Juniper Green Energy Limited
0.6% of the portfolio
+₹89.7 cr
Reduced
Largest reduction
Aster DM Quality Care Ltd.
shares −37.2% · Healthcare
−₹101 cr
Exited
IIFL Finance Ltd.
was 1.0% of the portfolio
−₹138 cr
Upgrade the plan to view this stock.Shaily Engineering Plastics LimitedSHAILY
Consumer DurablesTenneco Clean Air India Ltd.TENNIND
Automobile and Auto ComponentsUpgrade the plan to view this stock.Le Travenues Technology LimitedIXIGO
Consumer ServicesUpgrade the plan to view this stock.Pine Labs Ltd.PINELABS
Financial ServicesUpgrade the plan to view this stock.SBFC Finance Ltd.SBFC
Financial ServicesAxis Bank Ltd.AXISBANK
Financial ServicesUpgrade the plan to view this stock.Jubilant Ingrevia Ltd.JUBLINGREA
ChemicalsUpgrade the plan to view this stock.Metropolis Healthcare LimitedMETROPOLIS
HealthcareUpgrade the plan to view this stock.Ajax Engineering LimitedAJAXENGG
Capital GoodsUpgrade the plan to view this stock.Delhivery Ltd.DELHIVERY
ServicesUpgrade the plan to view this stock.Ideaforge Technology LimitedIDEAFORGE
Information TechnologyThese holdings stay out of the change counts. A merger, demerger, or a corporate action without a usable ratio means the share change cannot be read as a buy or sell.
Upgrade the plan to view this stock.Kirloskar Pneumatic Company LimitedKIRLPNU
Capital GoodsStocks this fund has persistently increased or reduced across its recent disclosures.
See where this fund has shifted portfolio exposure and which holdings drove those changes.
Disclosed holdings for August 2026. Change columns use share quantities, with earlier quantities adjusted when a corporate action has a usable ratio.
Upgrade the plan to view this stock.Pine Labs Ltd.PINELABS | Financial Services | +₹68.4 cr+3.1% shares | 23.41M | 2.6% | +₹384 cr | Increased |
Upgrade the plan to view this stock.Equitas Small Finance Bank LimitedEQUITASBNK | Financial Services | −₹6.0 cr0.0% shares | 48.06M | 2.4% | +₹356 cr | Unchanged |
Upgrade the plan to view this stock.Kajaria Ceramics Ltd.KAJARIACER | Consumer Durables | +₹13.0 cr0.0% shares | 2.80M | 2.4% | +₹349 cr | Unchanged |
Upgrade the plan to view this stock.Brigade Enterprises Ltd.BRIGADE | Realty | +₹40.2 cr0.0% shares | 5.31M | 2.4% | +₹348 cr | Unchanged |
Upgrade the plan to view this stock.Kirloskar Oil Eng Ltd.KIRLOSENG | Capital Goods | −₹13.2 cr0.0% shares | 1.47M | 2.1% | +₹308 cr | Unchanged |
Upgrade the plan to view this stock.Eris Lifesciences Ltd.ERIS | Healthcare | −₹12.8 cr0.0% shares | 2.23M | 2.0% | +₹290 cr | Unchanged |
Upgrade the plan to view this stock.Metropolis Healthcare LimitedMETROPOLIS | Healthcare | +₹17.7 cr+7.0% shares | 4.68M | 1.8% | +₹272 cr | Increased |
| Capital Goods | −₹14.5 cr−8.1% shares | 565.00K | 1.8% | +₹271 cr | Reduced | |
Upgrade the plan to view this stock.PNB Housing Finance Ltd.PNBHOUSING | Financial Services | +₹11.1 cr−4.4% shares | 2.35M | 1.8% | +₹270 cr | Reduced |
Kalyan Jewellers India Ltd.KALYANKJIL | Consumer Durables | −₹5.2 cr0.0% shares | 4.46M | 1.8% | +₹268 cr | Unchanged |
Upgrade the plan to view this stock.DCB Bank LimitedDCBBANK | Financial Services | +₹39.2 cr0.0% shares | 12.20M | 1.8% | +₹266 cr | Unchanged |
Upgrade the plan to view this stock.Deepak Nitrite Ltd.DEEPAKNTR | Chemicals | +₹12.1 cr0.0% shares | 1.39M | 1.6% | +₹243 cr | Unchanged |
Upgrade the plan to view this stock.Angel One Ltd.ANGELONE | Financial Services | −₹9.3 cr0.0% shares | 8.39M | 1.6% | +₹241 cr | Unchanged |
Upgrade the plan to view this stock.RBL Bank Ltd.RBLBANK | Financial Services | +₹2.9 cr0.0% shares | 5.96M | 1.5% | +₹227 cr | Unchanged |
Upgrade the plan to view this stock.K.P.R. Mill Ltd.KPRMILL | Textiles | +₹24.5 cr0.0% shares | 1.92M | 1.5% | +₹226 cr | Unchanged |
Axis Bank Ltd.AXISBANK | Financial Services | +₹40.0 cr+15.0% shares | 1.73M | 1.5% | +₹225 cr | Increased |
Upgrade the plan to view this stock.Syrma SGS Technology Ltd.SYRMA | Capital Goods | −₹40.9 cr−19.6% shares | 1.55M | 1.5% | +₹223 cr | Reduced |
Upgrade the plan to view this stock.Zensar Technolgies Ltd.ZENSARTECH | Information Technology | −₹22.9 cr0.0% shares | 4.82M | 1.5% | +₹222 cr | Unchanged |
Tenneco Clean Air India Ltd.TENNIND | Automobile and Auto Components | +₹97.4 cr+81.6% shares | 4.18M | 1.5% | +₹221 cr | Increased |
Upgrade the plan to view this stock.Mtar Technologies LimitedMTARTECH | Capital Goods | +₹40.5 cr0.0% shares | 307.74K | 1.5% | +₹217 cr | Unchanged |
Upgrade the plan to view this stock.Le Travenues Technology LimitedIXIGO | Consumer Services | +₹93.2 cr+119.9% shares | 12.74M | 1.4% | +₹208 cr | Increased |
Kotak Mahindra Bank Ltd.KOTAKBANK | Financial Services | +₹14.0 cr0.0% shares | 4.80M | 1.4% | +₹201 cr | Unchanged |
Upgrade the plan to view this stock.Jubilant Ingrevia Ltd.JUBLINGREA | Chemicals | +₹19.2 cr+20.9% shares | 2.90M | 1.3% | +₹196 cr | Increased |
Upgrade the plan to view this stock.Delhivery Ltd.DELHIVERY | Services | +₹9.1 cr+10.8% shares | 4.27M | 1.3% | +₹195 cr | Increased |
Upgrade the plan to view this stock.Mrs. Bectors Food Specialities LimitedBECTORFOOD | Fast Moving Consumer Goods | +₹17.4 cr0.0% shares | 8.51M | 1.3% | +₹193 cr | Unchanged |
Upgrade the plan to view this stock.Sobha Ltd.SOBHA | Realty | −₹17.6 cr0.0% shares | 1.51M | 1.3% | +₹190 cr | Unchanged |
Upgrade the plan to view this stock.Crompton Greaves Consumer Electricals Ltd.CROMPTON | Consumer Durables | −₹19.5 cr0.0% shares | 8.03M | 1.3% | +₹189 cr | Unchanged |
Upgrade the plan to view this stock.CESC Ltd.CESC | Power | −₹34.9 cr−4.6% shares | 12.79M | 1.3% | +₹187 cr | Reduced |
| Information Technology | −₹2.3 cr0.0% shares | 3.32M | 1.2% | +₹184 cr | Unchanged | |
Cipla Ltd.CIPLA | Healthcare | −₹8.3 cr0.0% shares | 1.29M | 1.2% | +₹182 cr | Unchanged |
Upgrade the plan to view this stock.Data Patterns (India) Ltd.DATAPATTNS | Capital Goods | +₹9.6 cr0.0% shares | 400.21K | 1.2% | +₹181 cr | Unchanged |
Upgrade the plan to view this stock.Karur Vysya Bank Ltd.KARURVYSYA | Financial Services | +₹2.7 cr0.0% shares | 5.18M | 1.2% | +₹180 cr | Unchanged |
Upgrade the plan to view this stock.Ujjivan Small Finance Bank LimitedUJJIVANSFB | Financial Services | −₹6.9 cr0.0% shares | 26.00M | 1.2% | +₹180 cr | Unchanged |
Sapphire Foods India Ltd.SAPPHIRE | Consumer Services | +₹37.7 cr0.0% shares | 7.65M | 1.2% | +₹179 cr | Unchanged |
Exide Industries Ltd.EXIDEIND | Automobile and Auto Components | −₹3.8 cr0.0% shares | 4.00M | 1.2% | +₹176 cr | Unchanged |
Upgrade the plan to view this stock.Electronics Mart India LimitedEMIL | Consumer Services | +₹48.3 cr0.0% shares | 9.58M | 1.2% | +₹173 cr | Unchanged |
Upgrade the plan to view this stock.Akums Drugs and Pharmaceuticals LimitedAKUMS | Healthcare | +₹25.1 cr0.0% shares | 2.12M | 1.1% | +₹164 cr | Unchanged |
Upgrade the plan to view this stock.Finolex Industries LimitedFINPIPE | Construction | −₹4.8 cr0.0% shares | 10.31M | 1.1% | +₹163 cr | Unchanged |
Upgrade the plan to view this stock.PG Electroplast Ltd.PGEL | Consumer Durables | −₹26.5 cr−9.4% shares | 2.77M | 1.1% | +₹161 cr | Reduced |
Upgrade the plan to view this stock.India Cements Ltd.INDIACEM | Construction Materials | −₹11.8 cr0.0% shares | 4.30M | 1.1% | +₹159 cr | Unchanged |
Upgrade the plan to view this stock.Medplus Health Services LimitedMEDPLUS | Consumer Services | −₹7.7 cr0.0% shares | 2.37M | 1.1% | +₹159 cr | Unchanged |
Tata Steel Ltd.TATASTEEL | Metals & Mining | −₹4.5 cr0.0% shares | 8.50M | 1.1% | +₹157 cr | Unchanged |
Upgrade the plan to view this stock.Lemon Tree Hotels Ltd.LEMONTREE | Consumer Services | −₹4.4 cr0.0% shares | 14.47M | 1.0% | +₹154 cr | Unchanged |
Upgrade the plan to view this stock.V-Mart Retail LimitedVMART | Consumer Services | +₹6.6 cr−3.8% shares | 1.75M | 1.0% | +₹148 cr | Reduced |
Upgrade the plan to view this stock.Finolex Cables Ltd.FINCABLES | Capital Goods | +₹26.4 cr−3.3% shares | 1.17M | 1.0% | +₹146 cr | Reduced |
Upgrade the plan to view this stock.SBFC Finance Ltd.SBFC | Financial Services | +₹59.0 cr+53.8% shares | 14.73M | 1.0% | +₹146 cr | Increased |
Upgrade the plan to view this stock.City Union Bank Ltd.CUB | Financial Services | +₹14.4 cr0.0% shares | 6.33M | 1.0% | +₹145 cr | Unchanged |
Upgrade the plan to view this stock.Amara Raja Energy & Mobility Ltd.ARE&M | Automobile and Auto Components | −₹2.9 cr0.0% shares | 1.60M | 1.0% | +₹143 cr | Unchanged |
Upgrade the plan to view this stock.Shankara Buildpro LimitedBUILDPRO | Consumer Services | +₹1.3 cr0.0% shares | 1.13M | 1.0% | +₹142 cr | Unchanged |
Upgrade the plan to view this stock.Emami Ltd.EMAMILTD | Fast Moving Consumer Goods | −₹13.2 cr0.0% shares | 3.88M | 1.0% | +₹141 cr | Unchanged |
Upgrade the plan to view this stock.Motherson Sumi Wiring India Ltd.MSUMI | Automobile and Auto Components | −₹14.5 cr0.0% shares | 37.98M | 0.9% | +₹140 cr | Unchanged |
Upgrade the plan to view this stock.ZF Commercial Vehicle Control Systems India Ltd.ZFCVINDIA | Automobile and Auto Components | +₹6.4 cr0.0% shares | 549.22K | 0.9% | +₹139 cr | Unchanged |
Upgrade the plan to view this stock.Elecon Engineering Co. Ltd.ELECON | Capital Goods | −₹2.4 cr0.0% shares | 3.38M | 0.9% | +₹139 cr | Unchanged |
Aster DM Quality Care Ltd.ASTERDM | Healthcare | −₹101 cr−37.2% shares | 1.82M | 0.9% | +₹138 cr | Reduced |
Upgrade the plan to view this stock.Rolex Rings LimitedROLEXRINGS | Capital Goods | +₹33.2 cr0.0% shares | 7.61M | 0.9% | +₹137 cr | Unchanged |
Upgrade the plan to view this stock.Healthcare Global Enterprises LimitedHCG | Healthcare | +₹11.0 cr0.0% shares | 1.77M | 0.9% | +₹130 cr | Unchanged |
| Fast Moving Consumer Goods | −₹8.9 cr0.0% shares | 1.18M | 0.9% | +₹127 cr | Unchanged | |
Upgrade the plan to view this stock.Apollo Pipes LimitedAPOLLOPIPE | Construction | +₹22.5 cr0.0% shares | 2.02M | 0.9% | +₹127 cr | Unchanged |
Upgrade the plan to view this stock.Whirlpool of India Ltd.WHIRLPOOL | Consumer Durables | +₹3.9 L0.0% shares | 1.57M | 0.9% | +₹126 cr | Unchanged |
Upgrade the plan to view this stock.Sona BLW Precision Forgings Ltd.SONACOMS | Automobile and Auto Components | +₹6.7 cr0.0% shares | 1.54M | 0.9% | +₹126 cr | Unchanged |
Tata Power Co. Ltd.TATAPOWER | Power | −₹12.0 cr0.0% shares | 3.55M | 0.8% | +₹123 cr | Unchanged |
Upgrade the plan to view this stock.Craftsman Automation Ltd.CRAFTSMAN | Automobile and Auto Components | +₹14.5 cr0.0% shares | 109.65K | 0.8% | +₹123 cr | Unchanged |
Upgrade the plan to view this stock.Intellect Design Arena Ltd.INTELLECT | Information Technology | −₹6.8 cr0.0% shares | 1.76M | 0.8% | +₹120 cr | Unchanged |
Upgrade the plan to view this stock.Shaily Engineering Plastics LimitedSHAILY | Consumer Durables | +₹100 cr+498.5% shares | 363.93K | 0.8% | +₹119 cr | Increased |
Upgrade the plan to view this stock.The Ramco Cements Ltd.RAMCOCEM | Construction Materials | −₹5.1 cr0.0% shares | 1.31M | 0.8% | +₹115 cr | Unchanged |
Upgrade the plan to view this stock.Piramal Pharma Ltd.PPLPHARMA | Healthcare | +₹9.6 cr0.0% shares | 5.11M | 0.7% | +₹110 cr | Unchanged |
Upgrade the plan to view this stock.Vishnu Chemicals LimitedVISHNU | Chemicals | +₹6.5 cr0.0% shares | 1.66M | 0.7% | +₹108 cr | Unchanged |
Upgrade the plan to view this stock.AIA Engineering Ltd.AIAENG | Capital Goods | −₹8.4 cr0.0% shares | 252.00K | 0.7% | +₹107 cr | Unchanged |
Upgrade the plan to view this stock.ION Exchange (India) LimitedIONEXCHANG | Capital Goods | −₹16.1 cr0.0% shares | 2.83M | 0.7% | +₹103 cr | Unchanged |
HDFC Bank Ltd.HDFCBANK | Financial Services | −₹78.4 cr−41.1% shares | 1.40M | 0.7% | +₹99.1 cr | Reduced |
Upgrade the plan to view this stock.Vedant Fashions LimitedMANYAVAR | Consumer Services | +₹23.5 cr0.0% shares | 1.80M | 0.7% | +₹98.0 cr | Unchanged |
Upgrade the plan to view this stock.Ideaforge Technology LimitedIDEAFORGE | Information Technology | +₹5.5 cr+16.7% shares | 1.21M | 0.7% | +₹96.2 cr | Increased |
Upgrade the plan to view this stock.Juniper Green Energy LimitedJNPR | Power | +₹89.7 cr— | 3.39M | 0.6% | +₹89.7 cr | New |
Upgrade the plan to view this stock.Kirloskar Pneumatic Company LimitedKIRLPNU | Capital Goods | —— | 1.25M | 0.6% | +₹89.5 cr | Not comparable |
Upgrade the plan to view this stock.Teamlease Services LimitedTEAMLEASE | Services | +₹3.3 cr0.0% shares | 676.04K | 0.6% | +₹86.8 cr | Unchanged |
Upgrade the plan to view this stock.Ajax Engineering LimitedAJAXENGG | Capital Goods | +₹10.8 cr+16.6% shares | 1.41M | 0.5% | +₹80.8 cr | Increased |
Five-Star Business Finance Ltd.FIVESTAR | Financial Services | +₹75.7 cr— | 1.41M | 0.5% | +₹75.7 cr | New |
Upgrade the plan to view this stock.Lumax Auto Technologies LimitedLUMAXTECH | Automobile and Auto Components | +₹75.2 cr— | 361.75K | 0.5% | +₹75.2 cr | New |
Upgrade the plan to view this stock.SEDEMAC Mechatronics LimitedSEDEMAC | Automobile and Auto Components | +₹74.7 cr— | 241.79K | 0.5% | +₹74.7 cr | New |
Upgrade the plan to view this stock.GHCL LimitedGHCL | Chemicals | −₹4.8 L0.0% shares | 1.60M | 0.5% | +₹69.9 cr | Unchanged |
Upgrade the plan to view this stock.Chemplast Sanmar LimitedCHEMPLASTS | Chemicals | −₹15.7 cr−11.2% shares | 3.73M | 0.4% | +₹65.8 cr | Reduced |
Upgrade the plan to view this stock.Aditya Vision LimitedAVL | Consumer Services | −₹3.5 cr0.0% shares | 923.84K | 0.4% | +₹55.5 cr | Unchanged |
Upgrade the plan to view this stock.Greenpanel Industries LimitedGREENPANEL | Chemicals | −₹12.8 cr0.0% shares | 3.51M | 0.4% | +₹54.9 cr | Unchanged |
Upgrade the plan to view this stock.Brigade Hotel Ventures LimitedBRIGHOTEL | Consumer Services | −₹62.9 L0.0% shares | 9.26M | 0.4% | +₹54.4 cr | Unchanged |
Upgrade the plan to view this stock.KPIT Technologies Ltd.KPITTECH | Information Technology | −₹1.2 cr0.0% shares | 888.64K | 0.4% | +₹52.0 cr | Unchanged |
Upgrade the plan to view this stock.Go Fashion (India) LimitedGOCOLORS | Consumer Services | +₹11.8 L0.0% shares | 1.48M | 0.3% | +₹48.4 cr | Unchanged |
Upgrade the plan to view this stock.Gateway Distriparks LimitedGATEWAY | Services | −₹27.6 cr−33.8% shares | 8.17M | 0.3% | +₹44.0 cr | Reduced |
Upgrade the plan to view this stock.JK Lakshmi Cement LimitedJKLAKSHMI | Construction Materials | −₹45.4 cr−51.1% shares | 728.61K | 0.3% | +₹38.7 cr | Reduced |
Upgrade the plan to view this stock.Vikram Solar LimitedVIKRAMSOLR | Capital Goods | −₹1.8 cr0.0% shares | 2.00M | 0.2% | +₹33.7 cr | Unchanged |
Upgrade the plan to view this stock.GUJARAT ENERGY LIMITEDGUJENERGY | Power | −₹66.0 cr−100.0% shares | 0 | — | ₹0 | Exited |
Upgrade the plan to view this stock.IIFL Finance Ltd.IIFL | Financial Services | −₹138 cr−100.0% shares | 0 | — | ₹0 | Exited |
Upgrade the plan to view this stock.Ratnamani Metals & Tubes LimitedRATNAMANI | Capital Goods | −₹40.8 cr−100.0% shares | 0 | — | ₹0 | Exited |
Allocation change, Feb 2026 → Aug 2026, the same range as Capital Rotation.
See where this fund has shifted portfolio exposure and which holdings drove those changes.
Over the last 6 months, the fund's largest allocation increase was in Consumer Services (+2.2 pp), while Chemicals saw the largest allocation reduction (−0.8 pp).
Sectors with the largest changes in portfolio allocation over the selected period.
Consumer Durables +0.4 pp · Automobile and Auto Components +0.3 pp · Services +0.2 pp · Textiles +0.2 pp · Construction +0.2 pp
Stable: Metals & Mining −0.1 pp · Realty −0.1 pp · Power +0.0 pp
See which holdings gained or lost exposure within the selected sector.
Within Consumer Services, Le Travenues Technology Limited (new position) and Sapphire Foods India Ltd. saw the largest disclosed position increases, while Devyani International Ltd. (exit) and V-Mart Retail Limited were the largest position reductions.
Ribbon width is the notional size of each disclosed share change: shares added or removed, valued at the Aug 2026 reference price. Ribbons join each holding to the sector, not to other holdings; disclosures do not show which sale funded which purchase.
Allocation change is the percentage-point change in each sector's share of the disclosed portfolio, and can move with prices as well as trades. Position changes compare corporate-action adjusted share quantities at the two disclosures; a change under 0.5% of the existing holding counts as unchanged. Holdings without a sector classification are grouped as Unclassified.
Stocks this fund has persistently increased or reduced across its recent disclosures.
6 holdings show persistent accumulation7 show persistent reduction87 are mixed or stableAug 2025 – Aug 2026 · 12 comparable transitions
Upgrade the plan to view this stock.Kajaria Ceramics Ltd.KAJARIACER
Consumer DurablesIncreased in 6 of 12 comparable transitions
4 consecutive increasesPortfolio weight 2.4%
Upgrade the plan to view this stock.Rolex Rings LimitedROLEXRINGS
Capital GoodsIncreased in 5 of 10 comparable transitions
5 consecutive increasesPortfolio weight 0.9%
Upgrade the plan to view this stock.Ajax Engineering LimitedAJAXENGG
Capital GoodsIncreased in 4 of 4 comparable transitions
4 consecutive increasesEntered Apr 2026Portfolio weight 0.5%
Upgrade the plan to view this stock.Mrs. Bectors Food Specialities LimitedBECTORFOOD
Fast Moving Consumer GoodsIncreased in 3 of 5 comparable transitions
Entered Mar 2026Portfolio weight 1.3%
Kotak Mahindra Bank Ltd.KOTAKBANK
Financial ServicesIncreased in 3 of 6 comparable transitions
Entered Feb 2026Portfolio weight 1.4%
Aster DM Quality Care Ltd.ASTERDM
HealthcareReduced in 7 of 12 comparable transitions
4 consecutive reductionsPortfolio weight 0.9%
Upgrade the plan to view this stock.Syrma SGS Technology Ltd.SYRMA
Capital GoodsReduced in 6 of 12 comparable transitions
5 consecutive reductionsPortfolio weight 1.5%
Reduced in 6 of 12 comparable transitions
4 consecutive reductionsPortfolio weight 0.9%
Upgrade the plan to view this stock.S.J.S. Enterprises LimitedSJS
Automobile and Auto ComponentsReduced in 4 of 8 comparable transitions
3 consecutive reductionsExited May 2026
Upgrade the plan to view this stock.Stanley Lifestyles LimitedSTANLEY
Consumer DurablesReduced in 3 of 4 comparable transitions
3 consecutive reductionsExited Jan 2026
Conviction signal based on persistent disclosed position changes. Bars show each stock's disclosed share quantity scaled to its own first holding in the range (not portfolio weight), adjusted for splits and bonuses. A move under 0.5% of the existing holding counts as stable.