Franklin India Medium to Long Duration Fund(IDCW Payout)

Ticker: mf17559
Decent 48/100

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Business Overview

Franklin India Medium to Long Duration Fund is designed for investors seeking stable income through a diversified portfolio of medium to long-term debt securities. Ideal for those looking to balance risk and return, this fund offers a reliable option for wealth creation over time. It matters because it provides a steady income stream while aiming for capital appreciation, making it suitable for both conservative and moderate investors.

  • Focuses on medium to long-term debt securities
  • Aims for stable income and capital appreciation
  • Suitable for conservative to moderate investors
  • Managed by experienced professionals
  • Offers regular income through IDCW payouts

Investment Thesis

Franklin India Medium to Long Duration Fund stands out due to its strong promoter credibility and robust digital service growth potential. With attractive valuations compared to peers, this fund presents a compelling investment opportunity for retail investors seeking stability and growth in their portfolios.

  • Managed by a reputable promoter group with a strong track record.
  • Significant growth potential in digital services enhancing investor accessibility.
  • Valuations remain attractive compared to industry averages, offering good entry points.
  • Focus on medium to long duration investments aligns with current market trends.
  • Historically consistent performance, providing a reliable income stream.

Opportunity vs Risk

Opportunities
  • Potential for stable income generation
  • Diversification in fixed income assets
  • Management expertise in bond markets
  • Tax efficiency for investors
  • Rising interest rates may boost returns
Risks ⚠️
  • Interest rate fluctuations impact returns
  • Credit risk from bond issuers
  • Market volatility affects NAV
  • Liquidity concerns in adverse conditions
  • Regulatory changes may impact performance

Peer Perspective

Franklin India Medium to Long Duration Fund trades at a slight premium compared to peers like HDFC Medium Term Fund and ICICI Prudential Bond Fund; a rerating could occur with improved margin stability and consistent performance.
📊 Stock Investment Checklist (100 Points)
Franklin India Medium to Long Duration Fund(IDCW Payout) • Updated: 2025-10-01 05:57:21
  • 10
    Business
    High
    The fund operates in a stable sector but lacks a significant competitive moat.
  • 10
    Growth
    High
    Consistent revenue growth observed, but profit growth is moderate.
  • 10
    Profitability
    High
    ROE and ROCE are decent, but cash flow is inconsistent.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers, indicating potential overvaluation.
  • 7
    Balance
    High
    Balance sheet shows reasonable debt levels but liquidity is a concern.
  • 6
    Governance
    Good
    Promoter holding is stable, but there are some concerns regarding disclosures.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks are significant.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 48 / 100 • Decent
The fund shows potential for moderate returns but comes with several risks that need to be monitored closely.