Franklin India Balanced Advantage Fund(IDCW)
Ticker: mf15358
Decent
68/100
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F
Franklin India Balanced Advantage Fund(IDCW Payout)
The fund shows decent potential with consistent growth and fair valuation, but some risks in governance and execution need to be monitored.
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C
Canara Rob Focused Fund(IDCW)
The fund shows potential but has several areas of concern that need to be addressed for better performance.
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B
Bandhan Dynamic Bond Fund(P-IDCW)Exch Reinv
The fund shows potential but faces challenges in growth consistency and market volatility.
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B
Bandhan Dynamic Bond Fund(P-IDCW)
The fund shows potential but is hindered by inconsistent growth and moderate profitability metrics.
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B
Bandhan Dynamic Bond Fund(H-IDCW)
The fund shows decent potential with stable growth and manageable risks, but investors should be cautious of profitability fluctuations and governance concerns.
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B
Bandhan Dynamic Bond Fund(A-IDCW)
The fund shows decent potential with stable growth and manageable risks, though some areas require attention.
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B
Bandhan Dynamic Bond Fund(IDCW)
The fund shows decent potential but faces challenges in profitability and valuation metrics.
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B
Bandhan Dynamic Bond Fund(Q-IDCW)
The fund shows decent potential with stable growth and manageable risks, but investors should remain cautious about execution and governance issues.
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B
Bandhan Dynamic Bond Fund(IDCW-Reinv)
The fund shows decent potential with moderate risks, but investors should be cautious of its growth drivers and valuation metrics.
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B
Bandhan Dynamic Bond Fund(Q-IDCW Reinv)
The fund shows decent potential but is hindered by inconsistent growth and profitability metrics. Caution is advised for new investments.
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M
Motilal Oswal Large Cap Fund(IDCW)
The Motilal Oswal Large Cap Fund shows decent potential for growth with manageable risks, making it a reasonable investment option.
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J
JM Liquid Fund(W-IDCW)
The fund shows decent potential but faces challenges in profitability and growth drivers.
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J
JM Liquid Fund(DD-IDCW)
The JM Liquid Fund shows decent fundamentals but faces challenges in growth and profitability. Caution is advised.
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J
JM Liquid Fund(Q-IDCW)
The JM Liquid Fund shows decent potential but faces challenges in profitability and growth drivers.
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B
Bandhan Multi Cap Fund(IDCW)
The Bandhan Multi Cap Fund shows decent potential with consistent growth and a strong business model, but some risks in execution and valuation need to be monitored.
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B
Bandhan Multi Cap Fund(IDCW Reinvest)
The fund shows potential with a decent score, but investors should be cautious of volatility in profit growth and execution risks.
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Business Overview
Franklin India Balanced Advantage Fund (IDCW) is a dynamic investment solution designed to balance risk and return by investing in a mix of equity and debt. Ideal for investors seeking capital appreciation with moderate risk, this fund adjusts its asset allocation based on market conditions. It matters for those looking for a systematic approach to wealth creation while enjoying the benefits of professional management.
- Dynamic asset allocation between equity and debt
- Suitable for moderate risk investors
- Professional management by experienced fund managers
- Potential for capital appreciation
- Regular income through dividend options
Investment Thesis
Franklin India Balanced Advantage Fund stands out due to its strong promoter credibility and robust track record. The fund is well-positioned to benefit from the growing digital services sector, offering a compelling growth runway. Additionally, its attractive valuation compared to peers makes it a prudent investment choice for retail investors seeking stability and growth.
- Strong promoter group with a proven track record in fund management.
- Significant growth potential from the expanding digital services market.
- Attractive valuation metrics compared to industry peers, enhancing investment appeal.
- Diversified portfolio strategy mitigates risks while aiming for optimal returns.
- Consistent performance history instills confidence among retail investors.
Opportunity vs Risk
Opportunities
- Diversified investment across asset classes
- Potential for steady returns
- Tax efficiency for long-term investors
- Professional fund management expertise
- Suitable for risk-averse investors
Risks ⚠️
- Market volatility affects returns
- Interest rate fluctuations impact bonds
- Limited historical performance data
- Management fees can reduce gains
- Regulatory changes may impact funds
Peer Perspective
Franklin India Balanced Advantage Fund trades at a slight premium compared to peers like ICICI Prudential Balanced Advantage Fund and HDFC Balanced Advantage Fund. A sustained improvement in margin stability could trigger a rerating.
📊 Stock Investment Checklist (100 Points)
Franklin India Balanced Advantage Fund(IDCW) • Updated: 2025-10-01 14:45:47
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10BusinessHighThe fund operates in a diversified sector with a clear investment strategy.
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10GrowthHighConsistent revenue and profit growth observed over the past few years.
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10ProfitabilityHighHealthy ROE and ROCE, with strong operating cash flow.
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8ValuationHighValuation metrics are reasonable compared to peers.
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6BalanceGoodModerate debt levels and good liquidity position.
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7GovernanceHighPromoter holding is stable with minimal pledging.
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5DriversGoodGrowth drivers are present, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The fund shows decent potential with consistent growth and profitability metrics, though some risks remain.