
Franklin India Smaller Companies Fund
Portfolio as of Sep 2025
Small-Cap
Stocks added for the first time:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) |
|---|---|---|---|---|
| Tata Steel | Iron & Steel | 0.056 | Sep 2025 | 0.890 |
| Electronics Mart India | Diversified Retail | 1.306 | Sep 2025 | 0.530 |
Stocks exited in Sep 2025:
No available stocks
Stocks where the stakes increased:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) | MoM Change (%) |
|---|---|---|---|---|---|
| Motherson Sumi Wiring India | Auto Components & Equipments | 0.140 | Jun 2025 | 0.320 | 30.26 |
| CEAT | Tyres & Rubber Products | 0.540 | Mar 2025 | 0.560 | 29.69 |
| Syngene International | Healthcare Research- Analytics & Technology | 0.339 | Jul 2025 | 0.640 | 17.16 |
| TeamLease Services | Diversified Commercial Services | 4.354 | Apr 2018 | 0.990 | 10.02 |
| Amara Raja Batteries | Auto Components & Equipments | 1.109 | Dec 2023 | 1.510 | 6.56 |
| Ratnamani Metals & Tubes | Iron & Steel Products | 0.446 | Aug 2024 | 0.570 | 2.58 |
| Finolex Industries | Plastic Products - Industrial | 1.017 | Jan 2014 | 0.950 | 2.44 |
Stocks where the stakes decreased:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) | MoM Change (%) |
|---|---|---|---|---|---|
| Multi Commodity Exchange of India | Exchange and Data Platform | 0.283 | Jun 2020 | 0.850 | -40.9 |
| Lemon Tree Hotels | Hotels & Resorts | 1.705 | Aug 2019 | 1.690 | -10.53 |
| Ramco Cements Limited | Cement & Cement Products | 0.553 | May 2024 | 0.970 | -9.9 |
| Karur Vysya Bank | Private Sector Bank | 0.769 | Oct 2012 | 1.180 | -3.12 |
Stocks where stakes remained the same:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) |
|---|---|---|---|---|
| Aster DM Healthcare | Hospital | 1.299 | Jul 2023 | 3.180 |
| Brigade Enterprises | Residential- Commercial Projects | 1.582 | Jun 2014 | 2.610 |
| Syrma SGS Technology | Industrial Products | 2.090 | Aug 2022 | 2.330 |
| Eris Lifesciences | Pharmaceuticals | 1.371 | Sep 2019 | 2.230 |
| CCL Products India | Tea & Coffee | 2.442 | Apr 2019 | 2.080 |
| Equitas Small Finance Bank | Other Bank | 4.214 | Oct 2020 | 2.070 |
| Deepak Nitrite | Specialty Chemicals | 1.018 | Jan 2016 | 1.920 |
| JB Chemicals & Pharmaceuticals | Pharmaceuticals | 0.933 | Jun 2014 | 1.870 |
| Zensar Technologies | Computers - Software & Consulting | 1.417 | Feb 2023 | 1.850 |
| Sobha | Residential- Commercial Projects | 1.415 | Mar 2012 | 1.760 |
| Kalyan Jewellers India | Gems- Jewellery And Watches | 0.481 | May 2022 | 1.700 |
| CESC | Integrated Power Utilities | 1.011 | Apr 2024 | 1.640 |
| KPR Mill | Other Textile Products | 0.594 | Jan 2019 | 1.630 |
| Crompton Greaves Consumer Electricals | Household Appliances | 1.072 | Jan 2024 | 1.520 |
| HDFC Bank | Private Sector Bank | 0.013 | Oct 2014 | 1.490 |
| PNB Housing Finance | Housing Finance Company | 0.866 | Sep 2024 | 1.470 |
| Intellect Design Arena | Computers - Software & Consulting | 1.407 | Dec 2022 | 1.440 |
| Medplus Health Services | Pharmacy Retail | 2.030 | Oct 2024 | 1.390 |
| City Union Bank | Private Sector Bank | 1.057 | Aug 2014 | 1.260 |
| Chemplast Sanmar | Commodity Chemicals | 2.674 | Sep 2021 | 1.240 |
| Metropolis Healthcare | Healthcare Service Provider | 1.542 | Apr 2020 | 1.210 |
| SJS Enterprises | Auto Components & Equipments | 3.500 | Nov 2021 | 1.200 |
| Whirlpool of India | Household Appliances | 1.025 | Apr 2025 | 1.170 |
| DCB Bank | Private Sector Bank | 3.871 | May 2018 | 1.170 |
| Sapphire Foods India Ltd | Restaurants | 1.595 | Dec 2021 | 1.140 |
| Emami | Personal Care | 0.630 | Apr 2024 | 1.120 |
| Axis Bank | Private Sector Bank | 0.042 | Jan 2025 | 1.110 |
| V-Mart Retail | Diversified Retail | 2.519 | Jun 2024 | 1.070 |
| Pricol | Auto Components & Equipments | 2.166 | Dec 2023 | 1.060 |
| Tata Power Company | Integrated Power Utilities | 0.111 | Sep 2024 | 1.040 |
| ELECON ENGINEERING CO.LTD. | Heavy Electrical Equipment | 1.059 | Jul 2023 | 1.020 |
| RBL Bank | Private Sector Bank | 0.791 | Jun 2025 | 1.010 |
| Data Patterns (India) | Aerospace & Defense | 0.936 | Dec 2021 | 1.010 |
| Oil & Natural Gas Corporation | Oil Exploration & Production | 0.044 | Mar 2024 | 0.990 |
| ZF Commercial Vehicle Control Systems India | Auto Components & Equipments | 0.519 | May 2025 | 0.960 |
| JK Lakshmi Cement | Cement & Cement Products | 1.200 | Mar 2013 | 0.960 |
| Carborundum Universal | Abrasives & Bearings | 0.716 | Dec 2014 | 0.950 |
| PolicyBazaar - PB Fintech Ltd. | Financial Technology (Fintech) | 0.152 | Dec 2022 | 0.900 |
| SBFC Finance | Non Banking Financial Company (NBFC) | 1.026 | Sep 2024 | 0.890 |
| Ujjivan Small Finance Bank | Other Bank | 1.304 | Apr 2025 | 0.880 |
| Exide Industries | Auto Components & Equipments | 0.338 | Dec 2021 | 0.850 |
| Ahluwalia Contracts (India) | Civil Construction | 1.700 | Jul 2015 | 0.850 |
| Kirloskar Oil Engines | Compressors- Pumps & Diesel Engines | 0.824 | Nov 2022 | 0.840 |
| Kirloskar Pneumatic Company | Compressors- Pumps & Diesel Engines | 1.422 | Aug 2022 | 0.820 |
| Cyient | IT Enabled Services | 0.820 | Jun 2014 | 0.790 |
| KNR Constructions | Civil Construction | 1.884 | Jun 2014 | 0.790 |
| Go Fashion (India) | Speciality Retail | 2.889 | Jan 2025 | 0.790 |
| Jubilant Ingrevia | Specialty Chemicals | 1.005 | Sep 2024 | 0.770 |
| Atul | Specialty Chemicals | 0.565 | Aug 2024 | 0.750 |
| IIFL Finance | Non Banking Financial Company (NBFC) | 0.521 | Jul 2025 | 0.750 |
| Akums Drugs and Pharmaceuticals Ltd | Pharmaceuticals | 1.417 | Aug 2024 | 0.740 |
| Tube Investments of India | Auto Components & Equipments | 0.161 | Sep 2019 | 0.720 |
| Ion Exchange (India) | Water Supply & Management | 1.607 | Jun 2021 | 0.720 |
| Delhivery | Logistics Solution Provider | 0.268 | Apr 2025 | 0.680 |
| Kajaria Ceramics | Ceramics | 0.466 | Apr 2025 | 0.660 |
| GHCL | Commodity Chemicals | 1.509 | Sep 2016 | 0.660 |
| Jyothy Labs | Household Products | 0.740 | Dec 2015 | 0.650 |
| Gateway Distriparks | Logistics Solution Provider | 2.761 | Jan 2022 | 0.640 |
| Finolex Cables | Cables - Electricals | 0.650 | Mar 2012 | 0.610 |
| KPIT Technologies | Computers - Software & Consulting | 0.264 | Aug 2020 | 0.600 |
| India Cements | Cement & Cement Products | 0.695 | Jun 2025 | 0.600 |
| Vishnu Chemicals | Specialty Chemicals | 2.465 | Aug 2023 | 0.570 |
| 360 One Wam | Stockbroking & Allied | 0.167 | Jun 2023 | 0.520 |
| Apollo Pipes | Plastic Products - Industrial | 4.593 | May 2023 | 0.510 |
| Greenpanel Industries | Plywood Boards/ Laminates | 1.899 | Jul 2025 | 0.490 |
| Manyavar- Vedant Fashions Ltd. | Speciality Retail | 0.371 | Jun 2025 | 0.470 |
| Gujarat State Petronet | Gas Transmission/Marketing | 0.354 | Sep 2023 | 0.470 |
| Angel One | Stockbroking & Allied | 0.324 | Apr 2024 | 0.470 |
| Indoco Remedies | Pharmaceuticals | 2.196 | Jan 2021 | 0.450 |
| Birlasoft | Computers - Software & Consulting | 0.592 | May 2023 | 0.440 |
| Hitachi Energy India | Heavy Electrical Equipment | 0.069 | Apr 2023 | 0.420 |
| TTK Prestige | Household Appliances | 0.588 | Jan 2020 | 0.390 |
| Shivalik Bimetal Controls | Iron & Steel Products | 1.757 | Sep 2024 | 0.390 |
| Aditya Vision Ltd | Speciality Retail | 0.697 | Jul 2025 | 0.390 |
| Praj Industries | Industrial Products | 0.752 | Sep 2023 | 0.340 |
| India Shelter Finance Corporation | Housing Finance Company | 0.473 | Jun 2024 | 0.340 |
| SP Apparels | Garments & Apparels | 2.508 | Jun 2022 | 0.330 |
| Devyani International | Restaurants | 0.203 | Feb 2024 | 0.320 |
| Rolex Rings | Auto Components & Equipments | 1.102 | Aug 2024 | 0.290 |
| Stanley Lifestyles Ltd | Furniture- Home Furnishing | 2.262 | Jun 2024 | 0.280 |
| Pitti Engineering | Industrial Products | 0.614 | Jul 2024 | 0.180 |