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Franklin U.S. Opportunities Equity Active FOF(IDCW Payout)

Ticker: mf15040

Decent 66/100

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Metrics AI Probability Business Overview Investment Thesis Opportunity/Risk Peer Perspective Future Outlook FAQs Investment Checklist Confidence Score

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Motilal Oswal ELSS Tax Saver Fund(IDCW)

Score 66/100 Decent

The fund shows potential for moderate growth but faces challenges in profitability and valuation. Investors should weigh the risks carefully.

Bandhan Ultra Short Duration Fund(P-IDCW Reinvest)

Score 68/100 Decent

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

Bandhan Ultra Short Duration Fund(Q-IDCW)

Score 66/100 Decent

The fund shows a decent potential for growth with manageable risks, making it a reasonable investment option.

Bandhan Ultra Short Duration Fund(M-IDCW Reinvest)

Score 68/100 Decent

The fund shows decent potential with stable growth and profitability metrics, but some risks in execution and valuation should be monitored.

Bandhan Ultra Short Duration Fund(W-IDCW)

Score 70/100 Decent

The fund shows potential but faces challenges in growth and market sentiment. Caution is advised.

Bandhan Ultra Short Duration Fund(DD-IDCW)

Score 66/100 Decent

The fund shows decent potential with stable growth and profitability metrics, but some risks in execution and governance should be monitored.

Bandhan Ultra Short Duration Fund(P-IDCW)

Score 68/100 Decent

The fund shows decent potential with stable growth and profitability metrics, but some risks in execution and valuation need to be monitored.

Bandhan Ultra Short Duration Fund(M-IDCW)

Score 68/100 Decent

The fund shows decent potential for growth with manageable risks, making it a reasonable investment choice.

UTI Ultra Short Duration Fund(A-IDCW)

Score 68/100 Decent

The fund shows decent potential but faces challenges in profitability and growth drivers.

UTI Ultra Short Duration Fund(H-IDCW)

Score 68/100 Decent

The UTI Ultra Short Duration Fund shows decent potential with stable growth and manageable risks, but investors should remain cautious about execution and governance aspects.

UTI Ultra Short Duration Fund(FN-IDCW)

Score 66/100 Decent

The fund shows potential for stable returns, but investors should be cautious of execution risks and liquidity issues.

UTI Ultra Short Duration Fund(M-IDCW)

Score 68/100 Decent

The UTI Ultra Short Duration Fund shows decent potential but faces challenges in profitability and valuation metrics. Investors should monitor liquidity and execution risks closely.

UTI Ultra Short Duration Fund(Q-IDCW)

Score 56/100 Decent

The UTI Ultra Short Duration Fund shows a decent score across various metrics, indicating stability but with some areas of concern.

UTI Ultra Short Duration Fund(F-IDCW)

Score 68/100 Decent

The UTI Ultra Short Duration Fund shows decent potential with stable growth and profitability metrics, but some risks in governance and execution should be monitored.

UTI Ultra Short Duration Fund(DD-IDCW)

Score 66/100 Decent

The fund shows decent potential with stable growth prospects, but investors should be cautious due to execution risks and liquidity concerns.

UTI Ultra Short Duration Fund(W-IDCW)

Score 68/100 Decent

The UTI Ultra Short Duration Fund shows decent potential with stable growth and profitability metrics, but investors should remain cautious of execution risks.

Business Overview

The Franklin U.S. Opportunities Equity Active Fund of Funds (IDCW Payout) offers Indian investors a unique opportunity to gain exposure to the U.S. equity markets. This fund is designed for those seeking long-term capital appreciation while benefiting from the growth potential of leading U.S. companies. With a focus on diversification and professional management, it aims to mitigate risks associated with direct investments abroad. Ideal for investors looking to enhance their portfolio with international exposure, this fund stands out for its strategic asset allocation and robust performance track record.

Access to U.S. equity markets
Professional management and expertise
Focus on long-term capital appreciation
Diversified investment approach
Ideal for enhancing portfolio diversification
Regular income through IDCW payouts

Opportunity vs Risk

Opportunities

Diversified equity exposure
Potential for long-term growth
Access to professional management
Invests in U.S. market
Regular income through dividends

Risks ⚠️

Market volatility impact
Currency fluctuation risks
Management fees may reduce returns
Economic downturns affect performance
Limited control over investments

Peer Perspective

Franklin U.S. Opportunities Equity Active FOF trades at a slight premium compared to peers like Motilal Oswal and ICICI Prudential. A sustained improvement in margin stability could trigger a rerating.

📊 Stock Investment Checklist (100 Points)

Franklin U.S. Opportunities Equity Active FOF(IDCW Payout) • Updated: 2025-10-01 02:46:34

10

Business
High

The fund focuses on U.S. equities, which are in a future-ready sector with a clear investment model.
10

Growth
High

Consistent revenue and profit growth observed in underlying U.S. equities.
10

Profitability
High

ROE and ROCE are satisfactory, but cash flow is inconsistent.
8

Valuation
High

Valuation metrics are slightly above peers, indicating potential overvaluation.
7

Balance
High

Debt levels are manageable, but liquidity could be improved.
6

Governance
Good

Promoter holding is stable, but disclosures could be more transparent.
5

Drivers
Good

Growth drivers are present, but execution risks remain due to market volatility.
5

Technicals
Good

Market sentiment is neutral with moderate liquidity.

Final Score & Verdict

Score 66 / 100 • Decent

The fund has a decent outlook with exposure to growth in U.S. equities, but caution is advised due to valuation concerns and execution risks.