Aditya Birla SL Nifty Midcap 150 Index Fund(IDCW)
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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
- 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
- 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
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10BusinessHighThe fund is invested in a diversified portfolio of midcap stocks, which are generally considered future-ready.
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10GrowthHighThe fund has shown consistent revenue and profit growth due to its diversified holdings.
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10ProfitabilityHighThe underlying companies exhibit decent ROE and ROCE, but cash flow can be variable.
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8ValuationHighValuation metrics like P/E and P/B are in line with peers, indicating fair pricing.
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7BalanceHighThe fund maintains a reasonable debt/equity ratio and liquidity position.
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6GovernanceGoodPromoter holding is stable, but there are concerns about transparency in disclosures.
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5DriversGoodGrowth drivers are present, but execution risks remain due to market volatility.
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5TechnicalsGoodMarket sentiment is mixed, with moderate liquidity and price action.