Franklin India Floating Rate Fund
Ticker: mf13404
Decent
68/100
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Business Overview
Franklin India Floating Rate Fund is a unique debt mutual fund designed for investors seeking stability and income through floating interest rates. Ideal for conservative investors and those looking to hedge against rising interest rates, this fund aims to provide regular returns while minimizing interest rate risk. Its dynamic investment strategy adjusts to market conditions, ensuring that your investment remains resilient. With a strong track record and experienced management, this fund is a reliable choice for wealth preservation and growth.
- Designed for conservative investors
- Hedges against rising interest rates
- Dynamic investment strategy
- Strong track record
- Experienced fund management team
Investment Thesis
Franklin India Floating Rate Fund stands out due to its strong promoter credibility, robust digital services growth potential, and attractive valuation compared to peers. This combination positions it as a compelling investment opportunity for Indian retail investors seeking stability and growth.
- Backed by Franklin Templeton, a globally recognized and trusted asset management firm.
- Significant growth potential in digital services, enhancing customer engagement and investment accessibility.
- Valuation metrics indicate it is competitively priced against similar funds, offering better risk-adjusted returns.
- Focus on floating rate instruments provides a hedge against rising interest rates, ensuring capital preservation.
- Strong historical performance and consistent management strategy enhance investor confidence.
Opportunity vs Risk
Opportunities
- Rising interest rates boost returns
- Diversified portfolio reduces risk
- Suitable for conservative investors
- Liquidity in floating rate bonds
Risks ⚠️
- Interest rate fluctuations affect returns
- Credit risk from bond issuers
- Market volatility impacts NAV
- Limited capital appreciation potential
Peer Perspective
Franklin India Floating Rate Fund trades at a slight premium compared to peers like HDFC Floating Rate Fund and ICICI Prudential Floating Rate Fund. A rerating could occur with improved margin stability and consistent growth in assets under management.
📊 Stock Investment Checklist (100 Points)
Franklin India Floating Rate Fund • Updated: 2025-09-29 16:32:57
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10BusinessHighFloating rate funds are positioned well in a rising interest rate environment.
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10GrowthHighConsistent growth in AUM, but market conditions can affect inflows.
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10ProfitabilityHighModerate ROE and ROCE, but cash flow is stable.
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8ValuationHighValuation metrics are reasonable compared to peers.
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7BalanceHighLow debt levels, but liquidity can fluctuate.
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6GovernanceGoodGood promoter holding, but some concerns over transparency.
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5DriversGoodPotential growth drivers exist, but execution risks are present.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The fund shows decent potential with stable cash flows and growth prospects, but investors should be cautious of market volatility and execution risks.