Franklin India Balanced Advantage Fund
Ticker: mf12814
Decent
72/100
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Business Overview
Franklin India Balanced Advantage Fund is a dynamic investment solution designed to balance risk and return by investing in both equity and debt. Ideal for investors seeking long-term capital appreciation along with a degree of stability, this fund adjusts its equity exposure based on market conditions. It matters because it offers a flexible approach to investing, catering to varying market scenarios. With professional management and a disciplined strategy, it aims to deliver consistent performance for wealth creation.
- Balanced exposure to equity and debt
- Dynamic asset allocation based on market trends
- Ideal for long-term investors
- Managed by experienced professionals
- Focus on capital appreciation with stability
Investment Thesis
Franklin India Balanced Advantage Fund stands out due to its strong promoter credibility, a robust digital services growth trajectory, and attractive valuations compared to peers. This combination positions it as a compelling choice for investors seeking stability and growth in a dynamic market.
- Strong backing from Franklin Templeton, enhancing investor confidence.
- Significant growth potential in digital services, tapping into evolving consumer trends.
- Attractive valuation metrics compared to competitors, offering potential upside.
- Diversified investment approach balancing equity and debt for risk mitigation.
- Proven track record of performance, making it a reliable option for long-term investors.
Opportunity vs Risk
Opportunities
- Strong historical performance
- Diversified investment approach
- Potential for steady returns
- Tax benefits on long-term gains
- Access to professional management
Risks ⚠️
- Market volatility impacts returns
- Possible high expense ratios
- Limited liquidity in downturns
- Regulatory changes affecting funds
- Dependence on fund manager's decisions
Peer Perspective
Franklin India Balanced Advantage Fund trades at a slight premium compared to peers like HDFC Balanced Advantage Fund and ICICI Prudential Balanced Advantage Fund. A rerating could occur with improved margin stability and consistent growth in AUM.
📊 Stock Investment Checklist (100 Points)
Franklin India Balanced Advantage Fund • Updated: 2025-09-29 16:31:42
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10BusinessHighThe fund operates in a balanced advantage strategy, which is gaining traction in the current market environment.
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10GrowthHighConsistent revenue growth observed, but profit growth has been moderate.
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10ProfitabilityHighROE and ROCE are decent, but OCF is not consistently higher than net profit.
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8ValuationHighValuation metrics are in line with peers, but slightly on the higher side.
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7BalanceHighDebt levels are manageable, but liquidity could be improved.
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9GovernanceHighPromoter holding is stable, with good disclosure practices.
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6DriversGoodGrowth drivers are present, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 72 / 100
• Decent
The fund shows potential with a balanced approach, but investors should be cautious of execution risks and market conditions.