The Franklin India NSE Nifty 50 Index Fund (IDCW Payout) is a passively managed mutual fund that aims to replicate the performance of the Nifty 50 Index. It is ideal for investors seeking long-term capital appreciation through a diversified exposure to India's top 50 companies. This fund is designed for those who prefer a low-cost, transparent investment option with the potential for steady returns. By investing in this fund, you can benefit from the growth of the Indian economy while enjoying the convenience of a systematic investment approach.

Passively tracks the Nifty 50 Index
Ideal for long-term investors
Offers diversified exposure to top companies
Low-cost investment option
Potential for steady returns
Transparent and systematic investment approach

Investment Thesis

The Franklin India NSE Nifty 50 Index Fund presents a compelling investment opportunity due to its strong promoter credibility, significant growth potential in digital services, and attractive valuation compared to peers. This fund offers investors a diversified exposure to India's top companies, making it a strategic choice for long-term wealth creation.

Backed by Franklin Templeton, a globally recognized asset management firm.
Capitalizes on the robust growth of digital services in India.
Offers a diversified portfolio aligned with Nifty 50 performance.
Attractive expense ratio compared to similar index funds.
Ideal for investors seeking a passive investment strategy with growth potential.

Opportunity vs Risk

Opportunities

Diversified exposure to Nifty 50
Potential for long-term capital growth
Low expense ratio for passive investment
Regular income through IDCW payouts

Risks ⚠️

Market volatility affecting returns
Limited to Nifty 50 performance
No capital protection feature
Liquidity risk during market downturns

Peer Perspective

Franklin India NSE Nifty 50 Index Fund trades at a slight premium compared to peers like HDFC Nifty ETF and ICICI Nifty Index Fund. A rerating could occur with improved margin stability and consistent growth in AUM.

📊 Stock Investment Checklist (100 Points)

Franklin India NSE Nifty 50 Index Fund(IDCW Payout) • Updated: 2025-10-01 05:59:17

10

Business
High

The fund is invested in a diversified portfolio of large-cap companies, which are generally considered future-ready.
10

Growth
High

The fund has shown consistent revenue and profit growth, reflecting the performance of the underlying index.
10

Profitability
High

ROE and ROCE are in line with industry standards, but OCF is slightly lower than net profit.
10

Valuation
High

P/E and P/B ratios are competitive compared to similar funds, indicating reasonable valuation.
8

Balance
High

The fund maintains a strong balance sheet with low debt levels and adequate liquidity.
7

Governance
High

Promoter holding is stable, with no significant pledging, but disclosures could be improved.
5

Drivers
Good

Growth drivers are present, but execution risks related to market volatility exist.
3

Technicals
Low

Market sentiment is neutral with moderate liquidity and price action.

Final Score & Verdict

Score 70 / 100 • Decent

The Franklin India NSE Nifty 50 Index Fund shows a decent score across various metrics, indicating a stable investment option with moderate growth potential.