Franklin India Flexi Cap Fund(IDCW)

Franklin India Flexi Cap Fund (IDCW) is a versatile mutual fund designed to cater to investors seeking long-term capital appreciation through a diversified portfolio. This fund invests across large, mid, and small-cap stocks, allowing for flexibility in market conditions. Ideal for both new and seasoned investors, it aims to balance risk and returns effectively. With a strong track record and experienced management, this fund stands out as a reliable investment option.

Diversified investment across market capitalizations
Managed by experienced professionals
Focus on long-term capital appreciation
Suitable for both new and seasoned investors
Adapts to changing market conditions

Investment Thesis

Franklin India Flexi Cap Fund (IDCW) stands out due to its robust promoter credibility and a strong track record in fund management. With the digital services sector poised for exponential growth, this fund is well-positioned to capitalize on emerging opportunities. Additionally, its attractive valuation compared to peers makes it a compelling choice for investors seeking long-term gains.

Strong backing from a reputable promoter group enhances investor confidence.
Significant growth potential in the digital services sector supports fund performance.
Attractive valuation compared to peer funds provides a favorable entry point.
Diversified investment strategy mitigates risk while maximizing returns.
Proven track record of consistent performance over the years.

Opportunity vs Risk

Opportunities

Diversified investment across market caps
Potential for high long-term returns
Strong historical performance track record
Experienced fund management team

Risks ⚠️

Market volatility affecting returns
High expense ratio compared to peers
Regulatory changes impacting fund operations
Concentration in specific sectors

Peer Perspective

Franklin India Flexi Cap Fund trades at a slight premium compared to peers like Axis Flexi Cap and Mirae Asset Flexi Cap. A sustained improvement in margin stability could trigger a rerating in its valuation.

📊 Stock Investment Checklist (100 Points)

Franklin India Flexi Cap Fund(IDCW) • Updated: 2025-10-01 02:42:58

10

Business
High

The fund invests in a diversified portfolio across sectors, indicating a future-ready approach.
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 potential for steady growth with manageable risks, making it a decent investment option.