Franklin India Large & Mid Cap Fund(IDCW)

Ticker: mf15179
Decent 56/100

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Business Overview

The Franklin India Large & Mid Cap Fund (IDCW) is a dynamic mutual fund designed for investors seeking long-term capital appreciation through a diversified portfolio of large and mid-cap equities. Ideal for both seasoned and new investors, this fund aims to harness the growth potential of India's leading companies. With a strong track record and experienced management, it stands as a reliable choice for wealth creation.

  • Focuses on large and mid-cap stocks
  • Aims for long-term capital appreciation
  • Managed by experienced professionals
  • Diversified investment approach
  • Suitable for both new and seasoned investors

Investment Thesis

Franklin India Large & Mid 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 choice for investors seeking long-term capital appreciation.

  • Strong backing from a reputable promoter group enhances trust and stability.
  • Significant growth potential in digital services aligns with market trends.
  • Attractive valuation metrics present a favorable entry point for investors.
  • Diversified portfolio mitigates risks while maximizing returns.
  • Consistent performance track record reinforces confidence in fund management.

Opportunity vs Risk

Opportunities
  • Strong historical performance
  • Diverse investment portfolio
  • Experienced fund management
  • Potential for long-term growth
Risks ⚠️
  • Market volatility
  • Economic downturns
  • Regulatory changes
  • High expense ratios
📊 Stock Investment Checklist (100 Points)
Franklin India Large & Mid Cap Fund(IDCW) • Updated: 2025-10-01 02:44:24
  • 10
    Business
    High
    The fund invests in a mix of large and mid-cap companies, which are in sectors with growth potential.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed over the past few years.
  • 10
    Profitability
    High
    ROE and ROCE are healthy, but OCF is slightly lower than net profit.
  • 8
    Valuation
    High
    Valuation metrics like P/E and P/B are in line with peers.
  • 7
    Balance
    High
    Debt levels are manageable, with adequate liquidity.
  • 6
    Governance
    Good
    Promoter holding is stable, 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 56 / 100 • Decent
The fund shows decent potential with a balanced approach to growth and profitability, though some risks remain.