Franklin India Aggressive Hybrid Fund(IDCW)

Ticker: mf15457
Decent 68/100

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Business Overview

Franklin India Aggressive Hybrid Fund (IDCW) is designed for investors seeking a balanced approach to growth and income. By investing in a mix of equities and fixed income, this fund aims to provide capital appreciation while managing risk. It is ideal for those with a moderate to high-risk appetite looking for long-term wealth creation. The fund's diversified portfolio helps mitigate volatility, making it a reliable choice for both new and seasoned investors.

  • Balanced exposure to equities and fixed income
  • Ideal for moderate to high-risk investors
  • Focus on long-term capital appreciation
  • Diversified portfolio to reduce volatility
  • Managed by experienced investment professionals

Investment Thesis

Franklin India Aggressive Hybrid Fund (IDCW) stands out due to its strong promoter credibility, robust digital services growth trajectory, and attractive valuation compared to peers. This fund offers a balanced approach to equity and debt, making it a compelling choice for retail investors seeking long-term growth.

  • Strong backing from Franklin Templeton, a globally recognized asset management firm.
  • Significant growth potential in digital financial services, catering to a tech-savvy investor base.
  • Attractive valuation metrics compared to industry peers, enhancing investment appeal.
  • Diversified portfolio strategy balancing risk and return effectively.
  • Consistent historical performance, instilling confidence in long-term investors.

Opportunity vs Risk

Opportunities
  • Strong long-term growth potential
  • Diversified investment across assets
  • Tax benefits under Section 80C
  • Professional fund management
  • Suitable for aggressive investors
Risks ⚠️
  • Market volatility affecting returns
  • High expense ratio
  • Interest rate fluctuations
  • Economic downturn impacts
  • Potential liquidity issues

Peer Perspective

Franklin India Aggressive Hybrid Fund currently trades at a slight premium compared to peers like HDFC Hybrid Equity Fund and ICICI Prudential Balanced Advantage Fund; a sustained improvement in margin stability could trigger a rerating.
📊 Stock Investment Checklist (100 Points)
Franklin India Aggressive Hybrid Fund(IDCW) • Updated: 2025-10-01 14:45:13
  • 10
    Business
    High
    The fund is positioned in a future-ready sector with a diversified portfolio.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed over the past few years.
  • 10
    Profitability
    High
    ROE and ROCE are above industry averages, indicating strong profitability.
  • 8
    Valuation
    High
    Valuation metrics are in line with peers, suggesting fair pricing.
  • 7
    Balance
    High
    Debt levels are manageable with adequate liquidity.
  • 6
    Governance
    Good
    Promoter holding is stable, with no significant pledging.
  • 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 a balanced approach to growth and profitability, but investors should remain cautious of execution risks.