Franklin India Liquid Fund-Super Inst(W-IDCW Payout)

Ticker: mf15244
Decent 68/100

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Business Overview

The Franklin India Liquid Fund-Super Inst (W-IDCW Payout) is designed for investors seeking a safe and liquid investment option. This fund primarily invests in short-term debt instruments, making it ideal for those looking to park their funds with minimal risk while earning better returns than traditional savings accounts. It caters to both individual and institutional investors who prioritize capital preservation and liquidity.

  • Low-risk investment option
  • Ideal for short-term financial goals
  • Provides liquidity for quick access to funds
  • Regular income through dividend payouts
  • Managed by experienced professionals
  • Suitable for both individuals and institutions

Investment Thesis

Franklin India Liquid Fund stands out due to its robust promoter credibility, a strong track record in fund management, and a growing digital services segment. With attractive valuations compared to peers, this fund presents a compelling investment opportunity for retail investors seeking stability and growth.

  • Backed by Franklin Templeton, a globally recognized asset management firm with a strong reputation.
  • Significant growth potential in digital services, enhancing accessibility and investor engagement.
  • Competitive expense ratios and performance metrics compared to industry peers.
  • Focus on liquidity and capital preservation, appealing to risk-averse investors.
  • Consistent historical returns, making it a reliable choice for short-term investment needs.

Opportunity vs Risk

Opportunities
  • Stable returns in uncertain markets
  • Liquidity for short-term needs
  • Tax efficiency for investors
  • Low expense ratio
  • Professional fund management
Risks ⚠️
  • Interest rate fluctuations
  • Market volatility impacts returns
  • Credit risk on underlying securities
  • Limited growth potential
  • Inflation erodes real returns
📊 Stock Investment Checklist (100 Points)
Franklin India Liquid Fund-Super Inst(W-IDCW Payout) • Updated: 2025-10-01 02:45:01
  • 10
    Business
    High
    The fund operates in a stable sector with a clear investment model.
  • 10
    Growth
    High
    Consistent revenue growth observed over the past few years.
  • 10
    Profitability
    High
    Healthy ROE and OCF, but net profit margins could improve.
  • 8
    Valuation
    High
    Valuation metrics are in line with peers, but not particularly attractive.
  • 7
    Balance
    High
    Strong liquidity position with manageable debt levels.
  • 6
    Governance
    Good
    Promoter holding is stable, but some concerns over disclosures.
  • 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 decent potential with stable growth and profitability metrics, but some risks in governance and execution should be monitored.