Franklin India Long Duration Fund(IDCW)
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Business Overview
Franklin India Long Duration Fund (IDCW) is a dynamic investment solution designed for investors seeking long-term capital appreciation through fixed-income securities. Ideal for conservative investors looking for stability and consistent returns, this fund focuses on government and corporate bonds with longer maturities. It matters because it offers a hedge against market volatility while aiming for attractive yields. With a strong track record and experienced management, this fund is a reliable choice for wealth creation over time.
- Long-term capital appreciation focus
- Invests in high-quality fixed-income securities
- Suitable for conservative investors
- Aims to provide stability in volatile markets
- Managed by experienced professionals
- Strong historical performance track record
Investment Thesis
Franklin India Long Duration Fund stands out due to its strong promoter credibility, robust digital services growth potential, and attractive valuations compared to peers. This fund is well-positioned to capitalize on long-term investment trends, making it a compelling choice for retail investors seeking stability and growth.
- Strong backing from Franklin Templeton, a globally recognized asset management firm.
- Significant growth potential in digital services, catering to evolving investor needs.
- Valuation metrics indicate an attractive entry point compared to similar funds.
- Focus on long-duration assets aligns with current interest rate trends.
- Proven track record of delivering consistent returns, enhancing investor confidence.
Opportunity vs Risk
- Potential for long-term capital growth
- Stable income through regular dividends
- Diversification in fixed income assets
- Benefit from interest rate fluctuations
- Interest rate volatility impacts returns
- Credit risk from bond issuers
- Market downturns affect fund performance
- Liquidity risk in bond markets
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8BusinessHighThe fund operates in a sector with moderate future readiness and a clear investment model.
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10GrowthHighRevenue and profit growth have shown consistency over the past few years.
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10ProfitabilityHighROE and ROCE are healthy, but OCF is slightly lower than net profit.
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9ValuationHighValuation metrics are in line with peers, indicating fair pricing.
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7BalanceHighDebt levels are manageable, with adequate reserves and liquidity.
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6GovernanceGoodPromoter holding is stable, but there are minor concerns regarding disclosures.
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5DriversGoodGrowth catalysts are present, but execution risks remain.
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1TechnicalsLowMarket sentiment is currently weak with low liquidity.