Franklin India Large & Mid Cap Fund(IDCW Payout)

Ticker: mf15180
Decent 66/100

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Business Overview

The Franklin India Large & Mid Cap Fund (IDCW Payout) is a well-established mutual fund designed for investors seeking long-term capital appreciation through a diversified portfolio of large and mid-cap stocks. This fund is ideal for those looking to balance growth potential with stability in their investments. It matters because it combines the strength of large companies with the growth prospects of mid-cap firms, providing a robust investment avenue.

  • Diversified investment in large and mid-cap stocks
  • Focus on long-term capital appreciation
  • Ideal for risk-conscious investors
  • Managed by experienced professionals
  • Regular income through IDCW payouts

Investment Thesis

Franklin India Large & Mid Cap Fund presents a compelling investment opportunity, backed by a strong and credible promoter group. With a robust growth trajectory in digital services and attractive valuations compared to peers, this fund is poised for significant upside potential in the evolving market landscape.

  • Strong credibility of Franklin Templeton as a seasoned fund manager.
  • Significant growth potential in digital services, aligning with market trends.
  • Attractive valuation metrics compared to peer funds, enhancing investment appeal.
  • Diversified portfolio across large and mid-cap sectors for balanced risk.
  • Consistent performance track record, instilling investor confidence.

Opportunity vs Risk

Opportunities
  • Strong track record of performance
  • Diversified investment across sectors
  • Potential for high long-term returns
  • Experienced fund management team
  • Growing market for large & mid caps
Risks ⚠️
  • Market volatility affecting returns
  • Economic downturns impact performance
  • Regulatory changes in mutual funds
  • High competition in fund management
  • Possible liquidity issues during downturns
📊 Stock Investment Checklist (100 Points)
Franklin India Large & Mid Cap Fund(IDCW Payout) • Updated: 2025-10-01 02:44:15
  • 10
    Business
    High
    The fund is invested in a future-ready sector with a diversified portfolio, but lacks a strong moat.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed over the last few years.
  • 10
    Profitability
    High
    ROE and ROCE are satisfactory, but OCF is slightly lower than net profit.
  • 8
    Valuation
    High
    Valuation metrics like P/E and P/B are in line with peers, indicating fair valuation.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 6
    Governance
    Good
    Promoter holding is stable, but there are some concerns regarding disclosures.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks remain a concern.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 66 / 100 • Decent
The fund shows decent potential with consistent growth and fair valuation, but some risks in governance and execution should be monitored.