Franklin India Aggressive Hybrid Fund

Ticker: mf12860
Decent 68/100

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Business Overview

Franklin India Aggressive Hybrid Fund is designed for investors seeking a balanced approach to growth and stability. By combining equity and debt investments, this fund aims to provide capital appreciation while managing risk. It is ideal for those looking to invest for the long term, with a moderate risk appetite. This fund matters because it offers diversification and the potential for higher returns compared to traditional fixed-income investments, making it a smart choice for wealth creation.

  • Balanced investment in equity and debt
  • Ideal for long-term investors
  • Moderate risk with growth potential
  • Offers diversification benefits
  • Managed by experienced professionals

Investment Thesis

Franklin India Aggressive Hybrid Fund stands out due to its credible promoter group, robust digital services growth potential, and attractive valuation compared to peers. This combination positions the fund as a compelling investment opportunity for Indian retail investors seeking balanced growth and stability.

  • 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 offers a favorable entry point.
  • Diversified portfolio strategy mitigates risks while aiming for capital appreciation.
  • Consistent performance track record reinforces investor confidence.

Opportunity vs Risk

Opportunities
  • Strong long-term growth potential
  • Diversified investment across asset classes
  • Tax efficiency for investors
  • Access to professional fund management
Risks ⚠️
  • Market volatility affecting returns
  • Interest rate fluctuations impact bonds
  • High expense ratios compared to peers
  • Potential for lower liquidity

Peer Perspective

Franklin India Aggressive Hybrid Fund trades at a discount compared to peers like HDFC Hybrid Equity Fund and Axis Hybrid Fund. A rerating could occur with improved margin stability and consistent growth in returns.
📊 Stock Investment Checklist (100 Points)
Franklin India Aggressive Hybrid Fund • Updated: 2025-09-29 12:14:41
  • 10
    Business
    High
    The fund is invested in a diversified portfolio across sectors, but lacks a clear moat.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed over the past few years.
  • 10
    Profitability
    High
    ROE and ROCE are decent, but OCF is not consistently higher than net profit.
  • 8
    Valuation
    High
    Valuation ratios 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 there are concerns regarding disclosures.
  • 5
    Drivers
    Good
    Growth catalysts 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 consistent growth, but faces challenges in valuation and governance.


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