Franklin India Ultra Short Duration Fund(IDCW Payout)

Ticker: mf16783
Decent 48/100

☆ Add to Watchlist

More Options

Business Overview

The Franklin India Ultra Short Duration Fund is designed for investors seeking short-term investment opportunities with relatively low risk. This fund is ideal for those looking to manage liquidity while aiming for better returns than traditional savings accounts. It focuses on high-quality debt instruments, making it a reliable choice for conservative investors. With a strong track record and experienced fund management, it stands out in the fixed income space.

  • Short-term investment horizon
  • Focus on high-quality debt instruments
  • Ideal for conservative investors
  • Helps manage liquidity effectively
  • Strong track record and experienced management

Investment Thesis

Franklin India Ultra Short Duration Fund stands out due to its strong promoter credibility, robust digital services growth potential, and attractive valuation compared to peers. This fund is well-positioned to capitalize on the evolving market landscape, making it a compelling choice for retail investors seeking stability and growth.

  • Backed by Franklin Templeton, a globally recognized asset management firm.
  • Strong historical performance and risk management track record.
  • Digital services are expanding, enhancing fund accessibility and investor engagement.
  • Valuation metrics indicate strong upside potential relative to peer funds.
  • Ideal for investors seeking short-term fixed income with lower risk.

Opportunity vs Risk

Opportunities
  • Stable returns in low-rate environment
  • Potential for capital appreciation
  • Diversification for fixed-income portfolio
  • Low interest rate sensitivity
Risks ⚠️
  • Credit risk from underlying securities
  • Market volatility affecting NAV
  • Interest rate fluctuations impact returns
  • Liquidity risk in certain market conditions

Peer Perspective

Franklin India Ultra Short Duration Fund trades at a slight premium compared to peers like HDFC Ultra Short Fund and ICICI Prudential Ultra Short Fund; a sustained improvement in margin stability could trigger a rerating.
📊 Stock Investment Checklist (100 Points)
Franklin India Ultra Short Duration Fund(IDCW Payout) • Updated: 2025-10-01 02:46:16
  • 10
    Business
    High
    The fund operates in a stable sector with moderate growth potential.
  • 10
    Growth
    High
    Consistent revenue growth but profit margins are under pressure.
  • 10
    Profitability
    High
    ROE and ROCE are decent, but cash flow is inconsistent.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity is a concern.
  • 6
    Governance
    Good
    Promoter holding is stable, but there are minor concerns over disclosures.
  • 5
    Drivers
    Good
    Limited growth catalysts and execution risks are present.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 48 / 100 • Decent
The fund shows potential but faces challenges in profitability and liquidity, making it a cautious investment.