Franklin India Income Plus Arbitrage Active FoF

Ticker: mf13805
Decent 48/100

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Business Overview

Franklin India Income Plus Arbitrage Active FoF is a dynamic fund of funds designed to optimize returns while minimizing risks through strategic arbitrage opportunities. Ideal for conservative investors seeking stable income with moderate risk, this fund leverages market inefficiencies to enhance portfolio performance. With a proven track record and expert management, it offers a balanced approach to wealth creation.

  • Focuses on income generation through arbitrage strategies
  • Suitable for conservative investors
  • Expertly managed by seasoned professionals
  • Aims to minimize risks while maximizing returns
  • Diversified exposure to various asset classes

Investment Thesis

Franklin India Income Plus Arbitrage Active FoF stands out due to its strong promoter credibility, robust growth in digital services, and attractive valuation compared to peers. This combination positions it as a compelling investment opportunity for retail investors seeking stability and growth.

  • Strong backing from a reputable promoter group enhances trust and reliability.
  • Digital services are rapidly expanding, providing significant growth potential.
  • Attractive valuation metrics compared to industry peers offer a favorable entry point.
  • Diversified investment strategy mitigates risks while aiming for consistent returns.
  • Proven track record of performance instills confidence in long-term investment.

Opportunity vs Risk

Opportunities
  • Diversified investment across multiple funds
  • Potential for steady income generation
  • Low correlation with equity markets
  • Suitable for risk-averse investors
Risks ⚠️
  • Market volatility affecting returns
  • Interest rate fluctuations impact performance
  • Limited growth potential compared to equities
  • Management fees may reduce overall gains
📊 Stock Investment Checklist (100 Points)
Franklin India Income Plus Arbitrage Active FoF • Updated: 2025-09-29 16:33:21
  • 8
    Business
    High
    The fund operates in a sector that is adapting to changing market conditions, but lacks a strong moat.
  • 10
    Growth
    High
    Revenue and profit growth have been inconsistent due to market volatility.
  • 10
    Profitability
    High
    ROE and ROCE are moderate, with OCF showing some stability.
  • 9
    Valuation
    High
    Valuation metrics are in line with peers but do not indicate significant upside.
  • 7
    Balance
    High
    The balance sheet shows manageable debt levels and adequate liquidity.
  • 6
    Governance
    Good
    Promoter holding is reasonable, but there are concerns over transparency.
  • 5
    Drivers
    Good
    Growth drivers are limited, with execution risks present in current strategies.
  • 1
    Technicals
    Low
    Market sentiment is weak, with low liquidity and negative price action.
Final Score & Verdict
Score 48 / 100 • Decent
The fund shows potential but faces challenges in growth consistency and market sentiment.


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