Aditya Birla SL Nifty Midcap 150 Index Fund(IDCW)

Ticker: mf16639
Decent 48/100

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Business Overview

The Aditya Birla SL Nifty Midcap 150 Index Fund (IDCW) is a mutual fund that aims to replicate the performance of the Nifty Midcap 150 Index. It is designed for investors looking to gain exposure to mid-cap stocks in India, which often provide higher growth potential. This fund is ideal for those seeking diversification and long-term capital appreciation. By investing in a broad range of mid-cap companies, it offers a balanced approach to equity investment.

  • Invests in a diversified portfolio of mid-cap stocks
  • Replicates the Nifty Midcap 150 Index for performance
  • Ideal for long-term capital appreciation
  • Suitable for investors seeking growth potential
  • Managed by a trusted financial institution

Investment Thesis

Aditya Birla SL Nifty Midcap 150 Index Fund offers a compelling investment opportunity backed by a strong promoter group, significant growth potential in digital services, and attractive valuations compared to its peers. This fund is well-positioned to capture the midcap growth story in India, making it a smart choice for retail investors.

  • Strong backing from the Aditya Birla Group enhances credibility and trust.
  • Digital services sector poised for exponential growth, driving midcap performance.
  • Attractive valuation metrics compared to peer index funds, offering better returns.
  • Diversified exposure to midcap stocks mitigates risk while maximizing growth potential.
  • Consistent track record of performance supports long-term investment strategy.

Opportunity vs Risk

Opportunities
  • Diversified exposure to midcap stocks
  • Potential for high growth returns
  • Lower expense ratio compared to peers
  • Long-term investment horizon favorable
  • Systematic Investment Plan (SIP) options available
Risks ⚠️
  • Market volatility affecting midcap stocks
  • Economic downturn impacts performance
  • Liquidity concerns in midcap segment
  • Regulatory changes affecting fund operations
  • Past performance not indicative of future results
📊 Stock Investment Checklist (100 Points)
Aditya Birla SL Nifty Midcap 150 Index Fund(IDCW) • Updated: 2025-10-01 14:28:26
  • 10
    Business
    High
    The fund is invested in a diversified portfolio of midcap stocks, which are generally considered future-ready.
  • 10
    Growth
    High
    The fund has shown consistent revenue and profit growth due to its diversified holdings.
  • 10
    Profitability
    High
    The underlying companies exhibit decent ROE and ROCE, but cash flow can be variable.
  • 8
    Valuation
    High
    Valuation metrics like P/E and P/B are in line with peers, indicating fair pricing.
  • 7
    Balance
    High
    The fund maintains a reasonable debt/equity ratio and liquidity position.
  • 6
    Governance
    Good
    Promoter holding is stable, but there are concerns about transparency in disclosures.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks remain due to market volatility.
  • 5
    Technicals
    Good
    Market sentiment is mixed, with moderate liquidity and price action.
Final Score & Verdict
Score 48 / 100 • Decent
The Aditya Birla SL Nifty Midcap 150 Index Fund presents a decent investment opportunity with moderate growth potential, but investors should be cautious of market volatility and governance issues.