Aditya Birla SL Nifty Midcap 150 Index Fund(IDCW-Reinv)

Ticker: mf16640
Decent 66/100

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Business Overview

The Aditya Birla SL Nifty Midcap 150 Index Fund is designed for investors seeking exposure to midcap stocks in India. This fund tracks the Nifty Midcap 150 Index, offering a diversified portfolio of mid-sized companies with growth potential. Ideal for long-term investors, it aims to capitalize on the growth of the midcap segment, which often outperforms larger companies over time. With a focus on transparency and low costs, this fund is a smart choice for those looking to enhance their equity investments.

  • Tracks Nifty Midcap 150 Index
  • Diversified portfolio of mid-sized companies
  • Ideal for long-term growth investors
  • Transparent and cost-effective investment
  • Potential for higher returns compared to large caps

Investment Thesis

Aditya Birla SL Nifty Midcap 150 Index Fund stands out due to its strong promoter group, which enhances credibility and investor confidence. The fund is well-positioned to capitalize on the growth of digital services, offering significant upside potential. Additionally, its attractive valuation compared to peers makes it a compelling investment choice for retail investors seeking midcap exposure.

  • Strong backing from the reputable Aditya Birla Group.
  • Significant growth potential in the digital services sector.
  • Attractive valuation compared to industry peers.
  • Diversified exposure to midcap stocks for balanced growth.
  • Potential for long-term capital appreciation.

Opportunity vs Risk

Opportunities
  • Diversified exposure to midcap stocks
  • Potential for high long-term growth
  • Lower expense ratio than actively managed funds
  • Tax-efficient investment option
  • Regular dividend reinvestment option
Risks ⚠️
  • Market volatility affecting midcap stocks
  • Limited liquidity in midcap segment
  • Economic downturn impact on performance
  • Fund manager's investment decisions
  • Regulatory changes affecting mutual funds
📊 Stock Investment Checklist (100 Points)
Aditya Birla SL Nifty Midcap 150 Index Fund(IDCW-Reinv) • Updated: 2025-10-01 14:28:13
  • 10
    Business
    High
    The fund invests in a diversified portfolio of midcap stocks, which are generally considered to be in growth sectors.
  • 10
    Growth
    High
    Midcap stocks have shown consistent revenue and profit growth, benefiting from economic recovery.
  • 10
    Profitability
    High
    The underlying companies exhibit decent ROE and OCF, but variability exists.
  • 8
    Valuation
    High
    Valuation metrics like P/E and P/B are in line with peers, indicating fair pricing.
  • 7
    Balance
    High
    The fund's underlying stocks generally maintain a healthy balance sheet with manageable debt levels.
  • 6
    Governance
    Good
    Promoter holding is reasonable, but some concerns about transparency in disclosures.
  • 5
    Drivers
    Good
    Growth drivers include economic recovery and sectoral shifts, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is mixed, with moderate liquidity and some volatility in price action.
Final Score & Verdict
Score 66 / 100 • Decent
The Aditya Birla SL Nifty Midcap 150 Index Fund presents a decent investment opportunity with growth potential, although investors should be cautious of market volatility and execution risks.