Franklin India Long Duration Fund
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Business Overview
Franklin India Long Duration Fund is a dynamic investment option designed for investors seeking long-term capital appreciation through a diversified portfolio of fixed-income securities. Ideal for those looking to balance risk and reward, this fund focuses on government and corporate bonds with longer maturities. It matters because it offers stability in volatile markets and the potential for higher returns. With a strong track record and experienced management, this fund is a reliable choice for conservative investors aiming for steady growth.
- Long-term capital appreciation
- Diversified portfolio of fixed-income securities
- Focus on government and corporate bonds
- Stability in volatile markets
- Strong track record and experienced management
- Ideal for conservative investors
Investment Thesis
Franklin India Long Duration Fund stands out due to its robust promoter credibility and a strong track record in fund management. With the growing digital services sector, the fund is poised to capitalize on this trend. Its attractive valuation compared to peers makes it a compelling investment for retail investors seeking long-term gains.
- Strong promoter group with a proven track record in fund management.
- Significant growth potential in digital services, enhancing investment opportunities.
- Attractive valuation compared to industry peers, offering a margin of safety.
- Focus on long-duration assets aligns with current market dynamics.
- Consistent performance history instills investor confidence.
Opportunity vs Risk
- Strong historical performance
- Diversification for long-term investors
- Potential for capital appreciation
- Tax benefits on long-term gains
- Market volatility impacts returns
- Interest rate fluctuations
- Credit risk in bond holdings
- Liquidity concerns during market stress
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10BusinessHighThe fund operates in a stable sector but lacks a significant competitive edge.
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10GrowthHighConsistent revenue growth observed, but profit margins are fluctuating.
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10ProfitabilityHighROE and ROCE are decent, but OCF is inconsistent compared to net profit.
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8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
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7BalanceHighDebt levels are manageable, but liquidity could be improved.
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9GovernanceHighPromoter holding is strong, but there are some concerns regarding disclosures.
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6DriversGoodLimited growth catalysts identified, with some execution risks.
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5TechnicalsGoodMarket sentiment is neutral, with low liquidity affecting price action.