Franklin India Mid Cap Fund is designed for investors seeking long-term capital appreciation by investing in mid-cap companies with strong growth potential. This fund caters to individuals looking to diversify their portfolio and capitalize on the dynamic Indian economy. With a focus on quality and growth, it aims to deliver attractive returns while managing risk effectively. This fund is ideal for those who believe in the potential of mid-sized businesses to outperform larger counterparts over time.

Targeted at long-term capital appreciation
Invests in high-potential mid-cap companies
Ideal for portfolio diversification
Aims to balance risk and return
Backed by experienced fund management team

Investment Thesis

Franklin India Mid Cap Fund stands out due to its strong promoter credibility and robust track record in fund management. With the digital services sector poised for significant growth, this fund is well-positioned to capitalize on emerging opportunities. Its attractive valuation compared to peers makes it an appealing choice for investors seeking long-term capital appreciation.

Strong credibility of Franklin Templeton as a promoter ensures trust and reliability.
Significant growth potential in the digital services sector enhances investment prospects.
Attractive valuation metrics compared to peer funds provide a compelling entry point.
Proven track record of delivering consistent returns over the years.
Diversified portfolio reduces risk while targeting high-growth mid-cap companies.

Opportunity vs Risk

Opportunities

Strong growth potential in mid-cap sector
Diversification benefits for retail investors
Attractive long-term returns historically
Professional fund management expertise

Risks ⚠️

Market volatility affecting mid-cap stocks
Higher expense ratios compared to large caps
Potential liquidity issues in downturns
Economic slowdown impacting growth prospects

Peer Perspective

Franklin India Mid Cap Fund trades at a discount compared to peers like HDFC Mid Cap Opportunities and Kotak Emerging Equity. A rerating could occur if it demonstrates consistent margin stability and accelerates growth.

📊 Stock Investment Checklist (100 Points)

Franklin India Mid Cap Fund(IDCW Payout) • Updated: 2025-10-01 05:57:35

10

Business
High

The mid-cap sector shows potential but lacks a strong moat.
10

Growth
High

Revenue growth has been inconsistent, with fluctuating profit margins.
10

Profitability
High

ROE and ROCE are moderate, with OCF trailing net profit.
8

Valuation
High

Valuation metrics are above peers, indicating potential overvaluation.
6

Balance
Good

Debt levels are manageable, but liquidity could be improved.
7

Governance
High

Promoter holding is decent, but there are concerns about pledging.
5

Drivers
Good

Limited growth catalysts identified, with execution risks present.
5

Technicals
Good

Market sentiment is neutral with low liquidity.

Final Score & Verdict

Score 68 / 100 • Decent

The fund shows potential but faces challenges in growth consistency and valuation metrics.