Franklin India Flexi Cap Fund(IDCW Payout)

Franklin India Flexi Cap Fund (IDCW Payout) is a dynamic mutual fund that invests across large, mid, and small-cap stocks, providing investors with diversified exposure to the Indian equity market. Ideal for those seeking long-term capital appreciation with the flexibility to adjust to market conditions, this fund aims to balance risk and return effectively. With a strong track record and professional management, it stands out as a reliable choice for both new and seasoned investors.

Diversified exposure to large, mid, and small-cap stocks
Managed by experienced professionals
Flexible investment strategy adapts to market changes
Focuses on long-term capital appreciation
Regular income through IDCW payouts
Suitable for both new and seasoned investors

Investment Thesis

Franklin India Flexi Cap Fund stands out due to its strong promoter credibility, robust digital services growth potential, and attractive valuation compared to peers. This combination positions the fund as a compelling investment opportunity for retail investors seeking long-term wealth creation.

Strong backing from a reputable promoter group enhances investor confidence.
Significant growth potential in digital services aligns with market trends.
Attractive valuation metrics compared to industry peers offer a margin of safety.
Diversified portfolio mitigates risk while capturing growth across sectors.
Proven track record of performance supports long-term investment viability.

Opportunity vs Risk

Opportunities

Diverse investment across market caps
Potential for long-term capital appreciation
Experienced fund management team
Strong historical performance track record

Risks ⚠️

Market volatility affecting returns
High expense ratio compared to peers
Dependence on economic conditions
Possible liquidity issues during downturns

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 Payout) • Updated: 2025-10-01 02:42:48

10

Business
High

The fund is invested 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, with healthy operating cash flow.
8

Valuation
High

Valuation metrics like P/E and P/B are reasonable compared to peers.
7

Balance
High

Debt levels are manageable with adequate liquidity.
6

Governance
Good

Promoter holding is strong, but some concerns about 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 a decent potential for growth with manageable risks, making it a viable option for investors.