Franklin India Conservative Hybrid Fund

Ticker: mf13555
Decent 68/100

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Business Overview

Franklin India Conservative Hybrid Fund is designed for conservative investors seeking a balanced approach to wealth creation. By combining equity and debt investments, this fund aims to provide stability and moderate growth, making it ideal for those looking to preserve capital while earning reasonable returns. With a focus on risk management and a disciplined investment strategy, this fund stands out in the crowded market, ensuring your investments are in capable hands.

  • Balanced investment strategy with equity and debt
  • Ideal for conservative investors
  • Focus on capital preservation
  • Disciplined risk management approach
  • Aims for moderate growth with stability

Investment Thesis

Franklin India Conservative Hybrid Fund stands out due to its reputable promoter group, robust digital services growth potential, and attractive valuation compared to peers. This fund offers a balanced approach to equity and debt, making it a compelling choice for conservative investors seeking stable returns.

  • Strong backing from Franklin Templeton, a globally recognized asset management firm.
  • Significant growth in digital services enhances accessibility and investor engagement.
  • Attractive valuation metrics compared to similar funds in the market.
  • Focus on capital preservation while providing potential for moderate growth.
  • Ideal for risk-averse investors looking for a stable investment avenue.

Opportunity vs Risk

Opportunities
  • Stable returns in volatile markets
  • Diversified investment approach
  • Potential for capital appreciation
  • Tax benefits on long-term gains
  • Strong fund management team
Risks ⚠️
  • Market fluctuations impact returns
  • Interest rate changes affect bonds
  • Lower returns in bullish markets
  • Liquidity risk during redemption
  • Management fees may reduce profits

Peer Perspective

Franklin India Conservative Hybrid Fund trades at a slight premium compared to peers like HDFC Hybrid Fund and ICICI Prudential Hybrid Fund. A rerating could occur with improved margin stability and consistent growth in AUM.
📊 Stock Investment Checklist (100 Points)
Franklin India Conservative Hybrid Fund • Updated: 2025-09-29 16:31:59
  • 10
    Business
    High
    The fund operates in a stable sector with a clear investment model.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed over the past few years.
  • 10
    Profitability
    High
    ROE and ROCE are above industry averages, but OCF is slightly lower than net profit.
  • 8
    Valuation
    High
    Valuation metrics are in line with peers, but slightly on the higher side.
  • 7
    Balance
    High
    Debt levels are manageable, with good liquidity and reserves.
  • 6
    Governance
    Good
    Promoter holding is stable, but some concerns about 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 stable growth and profitability metrics, but some risks in governance and execution need to be monitored.


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