Franklin India Long Duration Fund(IDCW Payout)
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Business Overview
Franklin India Long Duration Fund is designed for investors seeking long-term capital appreciation through a diversified portfolio of fixed-income securities. Ideal for those with a moderate risk appetite, this fund aims to generate consistent returns over an extended period. With a focus on high-quality bonds, it provides a reliable income stream while managing interest rate risk effectively. This fund is particularly beneficial for individuals looking to enhance their debt portfolio with a strategic approach to long-duration investments.
- Long-term capital appreciation
- Diversified portfolio of fixed-income securities
- Ideal for moderate risk investors
- Focus on high-quality bonds
- Consistent income stream
- Effective management of interest rate risk
Investment Thesis
Franklin India Long Duration Fund stands out due to its strong promoter credibility, robust digital services growth potential, and attractive valuation compared to peers. This fund is well-positioned to capitalize on market opportunities, making it a compelling choice for retail investors seeking stability and growth.
- Strong backing from a reputable promoter group enhances trust and reliability.
- Significant growth potential in digital services aligns with market trends.
- Attractive valuation compared to peers provides a favorable entry point.
- Diversified portfolio mitigates risk while aiming for consistent returns.
- Proven track record of performance reinforces investor confidence.
Opportunity vs Risk
- Potential for long-term capital growth
- Stable income through regular payouts
- Diversification in fixed income assets
- Expert fund management
- Tax benefits on long-term gains
- Interest rate fluctuations impact returns
- Market volatility affects bond prices
- Credit risk from underlying securities
- Liquidity risk in long-duration funds
- Economic downturns may reduce income
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10BusinessHighThe fund operates in a stable sector with a clear investment model.
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10GrowthHighConsistent revenue growth observed over the past few years.
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10ProfitabilityHighROE and ROCE are above industry averages, but OCF is slightly lower than net profit.
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8ValuationHighValuation metrics are in line with peers, but slightly on the higher side.
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7BalanceHighDebt levels are manageable, with adequate liquidity.
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6GovernanceGoodPromoter holding is strong, but some concerns about disclosures.
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5DriversGoodGrowth drivers are present, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.