Franklin India Long Duration Fund(IDCW Payout)

Ticker: mf17660
Decent 68/100

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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

Opportunities
  • 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
Risks ⚠️
  • 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
📊 Stock Investment Checklist (100 Points)
Franklin India Long Duration Fund(IDCW Payout) • Updated: 2025-10-01 05:56:51
  • 10
    Business
    High
    The fund operates in a stable sector with a clear investment model.
  • 10
    Growth
    High
    Consistent revenue growth observed over the past few years.
  • 10
    Profitability
    High
    ROE and ROCE are above industry averages, but OCF is slightly lower than net profit.
  • 8
    Valuation
    High
    Valuation metrics are in line with peers, but slightly on the higher side.
  • 7
    Balance
    High
    Debt levels are manageable, with adequate liquidity.
  • 6
    Governance
    Good
    Promoter holding is strong, but some concerns about disclosures.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The fund shows decent potential with stable growth and profitability metrics, but some risks in governance and execution need to be monitored.