ITI Large & Mid Cap Fund
Ticker: mf13178
Risky
48/100
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M
Motilal Oswal Digital India Fund
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L
LIC MF Overnight Fund
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LIC MF Manufacturing Fund
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D
DSP NIFTY 50 Index Fund
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H
HSBC Low Duration Fund
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B
Baroda BNP Paribas Conservative Hybrid Fund
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U
UTI Banking & PSU Fund
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M
Mahindra Manulife Manufacturing Fund
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Invesco India Short Duration Fund
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JM Aggressive Hybrid Fund
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Sundaram Corp Bond Fund
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H
HDFC Dynamic Debt Fund
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Business Overview
The ITI Large & Mid Cap Fund is designed for investors seeking a balanced approach to capital appreciation through a diversified portfolio of large and mid-cap stocks. This fund is ideal for those looking to invest in India's growth story while managing risk effectively. With a strong focus on fundamental research and active management, it aims to deliver consistent returns over the long term. Investors can benefit from professional expertise and a well-structured investment strategy.
- Diversified portfolio of large and mid-cap stocks
- Ideal for long-term capital appreciation
- Managed by experienced professionals
- Focus on fundamental research
- Aims to balance risk and returns
Investment Thesis
The ITI Large & Mid Cap Fund presents a compelling investment opportunity due to its strong promoter credibility, significant growth potential in digital services, and attractive valuations compared to peers. This fund is well-positioned to capitalize on emerging market trends, making it a smart choice for retail investors seeking long-term growth.
- Backed by a reputable promoter group with a proven track record.
- Capitalizes on the booming digital services sector with robust growth prospects.
- Offers attractive valuations compared to similar funds in the market.
- Diversified portfolio reduces risk while maximizing return potential.
- Strong management team focused on delivering consistent performance.
Opportunity vs Risk
Opportunities
- Diversified portfolio across sectors
- Potential for high long-term returns
- Strong fund management team
- Growing Indian economy
- Increased retail participation in markets
Risks ⚠️
- Market volatility impacting returns
- High expense ratio
- Regulatory changes affecting funds
- Economic slowdown risks
- Concentration in few large caps
Peer Perspective
ITI Large & Mid Cap Fund trades at a slight premium compared to peers like HDFC Mid-Cap Opportunities Fund and Axis Growth Opportunities Fund; a sustained growth acceleration and margin stability could trigger a rerating.
📊 Stock Investment Checklist (100 Points)
ITI Large & Mid Cap Fund • Updated: 2025-09-29 13:49:09
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10BusinessHighThe sector is evolving with technology but lacks a strong moat.
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10GrowthHighRevenue growth has been inconsistent, with some fluctuations in profit.
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8ProfitabilityHighROE and ROCE are moderate, with OCF trailing net profit.
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9ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
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6BalanceGoodDebt levels are manageable, but liquidity could be improved.
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7GovernanceHighPromoter holding is stable, but some concerns over pledging.
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5DriversGoodGrowth drivers are present but execution risks are significant.
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1TechnicalsLowMarket sentiment is weak with low liquidity.
Final Score & Verdict
Score 48 / 100
• Risky
The fund shows potential but is currently facing several risks that could impact future performance.