Franklin India Large & Mid Cap Fund(IDCW Payout)
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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
- 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
- Market volatility affecting returns
- Economic downturns impact performance
- Regulatory changes in mutual funds
- High competition in fund management
- Possible liquidity issues during downturns
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10BusinessHighThe fund is invested in a future-ready sector with a diversified portfolio, but lacks a strong moat.
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10GrowthHighConsistent revenue and profit growth observed over the last few years.
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10ProfitabilityHighROE and ROCE are satisfactory, but OCF is slightly lower than net profit.
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8ValuationHighValuation metrics like P/E and P/B are in line with peers, indicating fair valuation.
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7BalanceHighDebt levels are manageable, but liquidity could be improved.
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6GovernanceGoodPromoter holding is stable, but there are some concerns regarding disclosures.
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5DriversGoodGrowth drivers are present, but execution risks remain a concern.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.