Franklin India Income Plus Arbitrage Active FoF(IDCW)

Ticker: mf17476
Decent 48/100

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Business Overview

Franklin India Income Plus Arbitrage Active FoF (IDCW) is a dynamic fund of funds designed to provide investors with a balanced approach to income generation and capital appreciation. Ideal for conservative investors seeking stable returns with reduced risk, this fund leverages arbitrage opportunities in the equity and debt markets. Its diversified portfolio aims to enhance returns while minimizing volatility, making it a prudent choice for long-term wealth creation.

  • Designed for conservative investors
  • Focuses on income generation and capital appreciation
  • Utilizes arbitrage opportunities
  • Diversified portfolio to minimize risk
  • Aims for stable and consistent returns

Investment Thesis

Franklin India Income Plus Arbitrage Active FoF(IDCW) stands out due to its strong promoter credibility, robust digital services growth potential, and attractive valuation compared to peers. This makes it a compelling choice for investors seeking stability and growth in their portfolio.

  • Backed by Franklin Templeton, known for its strong track record in asset management.
  • Capitalizes on the growing demand for digital financial services in India.
  • Offers a diversified approach with a focus on income generation and capital preservation.
  • Currently trades at a competitive valuation, providing an entry point for savvy investors.
  • Aligns well with the increasing appetite for arbitrage opportunities in volatile markets.

Opportunity vs Risk

Opportunities
  • Potential for steady income
  • Diversification across asset classes
  • Benefit from arbitrage opportunities
  • Professional fund management expertise
Risks ⚠️
  • Market volatility impact
  • Interest rate fluctuations
  • Credit risk from underlying assets
  • Liquidity concerns in certain conditions
📊 Stock Investment Checklist (100 Points)
Franklin India Income Plus Arbitrage Active FoF(IDCW) • Updated: 2025-10-01 02:44:06
  • 10
    Business
    High
    The fund operates in a stable sector but lacks a clear competitive advantage.
  • 10
    Growth
    High
    Moderate revenue growth observed, but profit consistency is variable.
  • 10
    Profitability
    High
    ROE and ROCE are acceptable, but cash flow is inconsistent.
  • 10
    Valuation
    High
    Valuation metrics are in line with peers but not compelling.
  • 8
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 7
    Governance
    High
    Promoter holding is decent, but there are concerns about disclosures.
  • 10
    Drivers
    High
    Some growth drivers exist, but execution risks are notable.
  • 6
    Technicals
    Good
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 48 / 100 • Decent
The fund shows potential but has several areas of concern that could impact future performance.