Franklin India Arbitrage Fund(IDCW)
Ticker: mf16513
Decent
68/100
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LIC MF ULIS Regular Premium Uniform Cover Qtrly 10Y(IDCW)
The stock presents several risks with inconsistent growth and profitability metrics, making it a risky investment at this time.
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The stock shows potential but is hindered by profitability issues and market sentiment.
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LIC MF ULIS Regular Premium Uniform Cover Qtrly 15Y(IDCW)
The stock shows moderate potential but is hindered by inconsistent profitability and limited growth drivers.
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LIC MF ULIS Regular Premium Reducing Cover HY 15Y(IDCW)
The stock presents several risks with limited growth potential and profitability concerns, making it a risky investment.
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LIC MF ULIS Regular Premium Reducing Cover HY 10Y(IDCW)
The stock presents several risks with limited growth potential and profitability concerns, making it a risky investment.
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L
LIC MF ULIS Regular Premium Reducing Cover Mthly 10Y(IDCW)
The stock shows potential but is hindered by inconsistent growth and valuation concerns.
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L
LIC MF ULIS Regular Premium Reducing Cover Yrly 10Y(IDCW)
The stock presents several risks with limited growth potential and profitability concerns, making it a risky investment.
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L
LIC MF ULIS Regular Premium Reducing Cover Mthly 15Y(IDCW)
The stock shows potential but faces challenges in growth consistency and market sentiment. Caution is advised.
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L
LIC MF ULIS Regular Premium Reducing Cover Yrly 15Y(IDCW)
The stock presents several risks with limited growth potential and profitability concerns, making it a risky investment.
View details
L
LIC MF ULIS Regular Premium Uniform Cover Yrly 15Y(IDCW)
The stock presents several risks with limited growth potential and profitability concerns, making it a risky investment.
View details
L
LIC MF ULIS Regular Premium Uniform Cover HY 15Y(IDCW)
The stock presents a decent opportunity but lacks strong growth and profitability metrics.
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L
LIC MF ULIS Regular Premium Uniform Cover Mthly 15Y(IDCW)
The stock presents a decent investment opportunity, but caution is advised due to growth inconsistencies and market risks.
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Business Overview
Franklin India Arbitrage Fund (IDCW) is a unique investment option designed for investors seeking to benefit from market inefficiencies while minimizing risk. Ideal for conservative investors and those looking for stable returns, this fund employs a market-neutral strategy to generate income. It plays a crucial role in diversifying your portfolio, especially in volatile markets, providing a balance between equity and fixed income.
- Designed for conservative investors
- Utilizes a market-neutral strategy
- Aims for stable returns with lower risk
- Helps diversify investment portfolios
- Ideal for navigating market volatility
Investment Thesis
Franklin India Arbitrage Fund stands out due to its strong promoter credibility, robust digital services growth potential, and attractive valuation compared to peers. This makes it a compelling choice for Indian retail investors seeking stability and growth in a diversified portfolio.
- Strong backing from Franklin Templeton, a globally recognized investment firm.
- Significant growth in digital services enhances fund accessibility and investor engagement.
- Valuation metrics indicate potential for upside compared to similar funds in the market.
- Focus on arbitrage opportunities mitigates risk while aiming for consistent returns.
- Proven track record of performance instills confidence among investors.
Opportunity vs Risk
Opportunities
- Stable returns in volatile markets
- Low risk compared to equity funds
- Potential for tax-efficient income
- Diversification in investment portfolio
Risks ⚠️
- Market fluctuations impact returns
- Limited growth potential
- Interest rate changes affect performance
- Liquidity risk during market stress
Peer Perspective
Franklin India Arbitrage Fund trades at a slight premium compared to peers like HDFC Arbitrage Fund and ICICI Prudential Arbitrage Fund. A rerating could occur if it demonstrates consistent margin stability and improved risk-adjusted returns.
📊 Stock Investment Checklist (100 Points)
Franklin India Arbitrage Fund(IDCW) • Updated: 2025-10-01 14:45:28
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10BusinessHighThe fund operates in a stable sector but lacks a significant competitive edge.
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10GrowthHighModerate revenue growth observed, but profit growth has been inconsistent.
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10ProfitabilityHighROE and ROCE are decent, but cash flow is not consistently strong.
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8ValuationHighValuation metrics are average compared to peers.
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7BalanceHighBalance sheet shows reasonable liquidity but some concerns on debt levels.
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6GovernanceGoodPromoter holding is stable, but some disclosures could be improved.
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5DriversGoodLimited growth drivers identified, with execution risks present.
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5TechnicalsGoodMarket sentiment is neutral, with low liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The fund shows potential but faces challenges in growth consistency and profitability metrics.