Templeton India Value Fund(IDCW)
Ticker: mf15472
Decent
68/100
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Business Overview
Templeton India Value Fund (IDCW) is a well-regarded mutual fund designed for investors seeking long-term capital appreciation through value investing. It focuses on identifying undervalued stocks in the Indian market, making it suitable for those looking to grow their wealth over time. This fund is ideal for risk-aware investors aiming for steady returns in a fluctuating market. With a strong management team and a disciplined investment approach, it stands out as a reliable choice for building a diversified portfolio.
- Focuses on long-term capital appreciation
- Invests in undervalued stocks
- Managed by experienced professionals
- Ideal for risk-aware investors
- Aims for steady returns in fluctuating markets
Investment Thesis
Templeton India Value Fund stands out due to its robust promoter credibility, a promising growth trajectory in digital services, and attractive valuations compared to peers. This combination positions the fund as a compelling investment opportunity for retail investors seeking long-term value.
- Strong promoter group with a proven track record enhances investor confidence.
- Significant growth potential in digital services aligns with market trends.
- Attractive valuation metrics compared to industry peers offer a margin of safety.
- Diversified portfolio reduces risk while maximizing return potential.
- Consistent performance history supports long-term investment strategy.
Opportunity vs Risk
Opportunities
- Strong long-term performance
- Diversified portfolio exposure
- Experienced fund management team
- Potential for market recovery
- Focus on undervalued stocks
Risks ⚠️
- Market volatility impacts returns
- Economic slowdown concerns
- High expense ratio
- Sector concentration risk
- Regulatory changes affecting investments
Peer Perspective
Templeton India Value Fund trades at a slight premium compared to peers like HDFC Mutual Fund and SBI Mutual Fund. A rerating could occur if it demonstrates consistent margin stability and improved growth metrics.
📊 Stock Investment Checklist (100 Points)
Templeton India Value Fund(IDCW) • Updated: 2025-10-01 15:41:49
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10BusinessHighThe fund is invested in sectors with potential for future growth, but lacks a clear competitive moat.
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10GrowthHighThe fund has shown consistent revenue and profit growth over the past few years.
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10ProfitabilityHighROE and ROCE are above industry averages, but OCF is slightly lower than net profit.
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8ValuationHighValuation metrics like P/E and P/B are in line with peers, indicating fair valuation.
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7BalanceHighThe fund maintains a healthy debt/equity ratio and liquidity position.
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6GovernanceGoodPromoter holding is strong, but there are minor concerns regarding disclosures.
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5DriversGoodGrowth drivers are present, but execution risks remain a concern.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The Templeton India Value Fund shows decent potential for growth with a stable performance record, but investors should be cautious of execution risks and governance concerns.