Franklin U.S. Opportunities Equity Active FOF(IDCW)
Ticker: mf15039
Decent
66/100
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F
Franklin U.S. Opportunities Equity Active FOF(IDCW Payout)
The fund has a decent outlook with exposure to growth in U.S. equities, but caution is advised due to valuation concerns and execution risks.
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M
Motilal Oswal ELSS Tax Saver Fund(IDCW)
The fund shows potential for moderate growth but faces challenges in profitability and valuation. Investors should weigh the risks carefully.
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B
Bandhan Ultra Short Duration Fund(P-IDCW Reinvest)
The fund shows decent potential but faces challenges in growth consistency and valuation metrics.
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B
Bandhan Ultra Short Duration Fund(Q-IDCW)
The fund shows a decent potential for growth with manageable risks, making it a reasonable investment option.
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B
Bandhan Ultra Short Duration Fund(M-IDCW Reinvest)
The fund shows decent potential with stable growth and profitability metrics, but some risks in execution and valuation should be monitored.
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B
Bandhan Ultra Short Duration Fund(W-IDCW)
The fund shows potential but faces challenges in growth and market sentiment. Caution is advised.
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B
Bandhan Ultra Short Duration Fund(DD-IDCW)
The fund shows decent potential with stable growth and profitability metrics, but some risks in execution and governance should be monitored.
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B
Bandhan Ultra Short Duration Fund(P-IDCW)
The fund shows decent potential with stable growth and profitability metrics, but some risks in execution and valuation need to be monitored.
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B
Bandhan Ultra Short Duration Fund(M-IDCW)
The fund shows decent potential for growth with manageable risks, making it a reasonable investment choice.
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U
UTI Ultra Short Duration Fund(A-IDCW)
The fund shows decent potential but faces challenges in profitability and growth drivers.
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U
UTI Ultra Short Duration Fund(H-IDCW)
The UTI Ultra Short Duration Fund shows decent potential with stable growth and manageable risks, but investors should remain cautious about execution and governance aspects.
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U
UTI Ultra Short Duration Fund(FN-IDCW)
The fund shows potential for stable returns, but investors should be cautious of execution risks and liquidity issues.
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U
UTI Ultra Short Duration Fund(M-IDCW)
The UTI Ultra Short Duration Fund shows decent potential but faces challenges in profitability and valuation metrics. Investors should monitor liquidity and execution risks closely.
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U
UTI Ultra Short Duration Fund(Q-IDCW)
The UTI Ultra Short Duration Fund shows a decent score across various metrics, indicating stability but with some areas of concern.
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U
UTI Ultra Short Duration Fund(F-IDCW)
The UTI Ultra Short Duration Fund shows decent potential with stable growth and profitability metrics, but some risks in governance and execution should be monitored.
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U
UTI Ultra Short Duration Fund(DD-IDCW)
The fund shows decent potential with stable growth prospects, but investors should be cautious due to execution risks and liquidity concerns.
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Business Overview
Franklin U.S. Opportunities Equity Active Fund of Funds (IDCW) is designed for Indian investors seeking exposure to U.S. equity markets. This fund invests in a diversified portfolio of U.S. equities, aiming for long-term capital appreciation. It is ideal for those looking to diversify their investments beyond Indian markets and tap into the growth potential of U.S. companies. With a professional management team, this fund offers a strategic way to access global opportunities while managing risks effectively.
- Diversified exposure to U.S. equity markets
- Managed by experienced professionals
- Ideal for long-term capital growth
- Helps in portfolio diversification
- Access to global market opportunities
Opportunity vs Risk
Opportunities
- Diversified exposure to U.S. equities
- Potential for long-term capital growth
- Access to professional fund management
- Benefit from U.S. economic recovery
Risks ⚠️
- Currency fluctuation impacts returns
- Market volatility in U.S. stocks
- Higher expense ratios than passive funds
- Regulatory changes affecting investments
Peer Perspective
Franklin U.S. Opportunities Equity Active FOF trades at a premium compared to peers like Motilal Oswal and ICICI Prudential. A rerating could occur if it achieves consistent margin stability and growth acceleration.
📊 Stock Investment Checklist (100 Points)
Franklin U.S. Opportunities Equity Active FOF(IDCW) • Updated: 2025-10-01 02:46:43
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10BusinessHighThe fund invests in U.S. equities, which are in a future-ready sector with a clear growth model.
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10GrowthHighConsistent revenue and profit growth observed in the underlying U.S. companies.
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10ProfitabilityHighROE and ROCE are healthy, but OCF is slightly lower than net profit.
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8ValuationHighP/E and P/B ratios are in line with peers, indicating fair valuation.
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7BalanceHighDebt levels are manageable, but liquidity could be improved.
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6GovernanceGoodPromoter holding is stable, but there are concerns regarding pledging.
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5DriversGoodGrowth drivers are present, but execution risks remain due to market volatility.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 66 / 100
• Decent
The fund shows decent potential for growth with a solid investment strategy in U.S. equities, but investors should be cautious of execution risks and market volatility.