Navi Large & Midcap Fund(A-IDCW)
Ticker: mf16771
Decent
66/100
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N
Navi Large & Midcap Fund(IDCW)
The fund shows potential for growth with a decent risk profile, but investors should be cautious of execution risks.
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N
Navi Large & Midcap Fund(H-IDCW)
The fund shows decent potential with consistent growth and a manageable risk profile, but attention should be paid to execution risks and governance issues.
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N
Navi Large & Midcap Fund(A-IDCW Payout)
The fund shows decent potential with a solid growth trajectory, but some risks in governance and execution should be monitored.
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N
Navi Large & Midcap Fund(IDCW Payout)
The fund shows a decent potential for growth with manageable risks, making it a reasonable investment option.
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T
Tata Income Plus Arbitrage Active FOF(IDCW)
The fund shows moderate potential but carries several risks that could impact performance.
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T
Tata Income Plus Arbitrage Active FOF(IDCW Payout)
The fund shows moderate potential but lacks strong growth drivers and competitive advantages.
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Q
Quant Commodities Fund(IDCW)
The fund operates in a challenging sector with moderate growth and profitability metrics. While there are opportunities, risks remain significant.
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A
Axis Retirement Fund-Dynamic Plan(IDCW)
The Axis Retirement Fund-Dynamic Plan shows potential for growth in a favorable sector, but faces challenges in profitability and valuation metrics.
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T
Tata Nifty Capital Markets Index Fund(IDCW Payout)
The fund shows potential in a growing sector, but faces challenges in profitability and valuation metrics.
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T
Tata Nifty Capital Markets Index Fund(IDCW)
The Tata Nifty Capital Markets Index Fund shows decent potential, but investors should be cautious of market volatility and execution risks.
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F
Franklin India Ultra Short Duration Fund(IDCW Payout)
The fund shows potential but faces challenges in profitability and liquidity, making it a cautious investment.
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F
Franklin India Ultra Short Duration Fund(IDCW)
The fund shows decent potential with moderate risks, but investors should be cautious about execution and liquidity issues.
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S
SBI FMP-51-1846D(IDCW)
The stock presents a risky investment opportunity with several concerns regarding growth and profitability metrics.
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U
Union Arbitrage Fund(IDCW Reinvest)
The fund presents several risks with limited growth prospects and profitability concerns.
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U
Union Arbitrage Fund(IDCW)
The Union Arbitrage Fund shows potential but faces challenges in growth consistency and valuation. Caution is advised for new investors.
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S
Sundaram Arbitrage Fund(M-IDCW)
The fund shows decent potential with stable operations, but growth and profitability metrics suggest caution.
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Business Overview
Navi Large & Midcap Fund (A-IDCW) is designed for investors seeking long-term capital appreciation through a diversified portfolio of large and mid-cap stocks. This fund is ideal for those looking to balance growth potential with stability in their investments. It focuses on companies with strong fundamentals and growth prospects, making it a suitable choice for both new and seasoned investors. With a professional management team, this fund aims to deliver consistent returns while managing risks effectively.
- Diversified portfolio of large and mid-cap stocks
- Ideal for long-term capital appreciation
- Managed by experienced professionals
- Focus on companies with strong fundamentals
- Suitable for both new and seasoned investors
Investment Thesis
Navi Large & Midcap Fund stands out due to its credible promoter group and robust digital services growth potential. With attractive valuations compared to peers, this fund offers a compelling investment opportunity for Indian retail investors seeking long-term capital appreciation.
- Backed by a strong and credible promoter group, enhancing investor confidence.
- Significant growth potential in digital services, aligning with market trends.
- Attractive valuation metrics compared to industry peers, presenting a buying opportunity.
- Diversified portfolio strategy targeting large and midcap segments for balanced growth.
- Focus on long-term capital appreciation, suitable for retail investors.
Opportunity vs Risk
Opportunities
- Strong potential for capital appreciation
- Diversified exposure to large & midcap stocks
- Professional fund management expertise
- Tax benefits on long-term investments
Risks ⚠️
- Market volatility affecting fund performance
- High expense ratio compared to peers
- Dependence on fund manager's decisions
- Economic downturn impacting stock valuations
Peer Perspective
Navi Large & Midcap Fund trades at a slight premium compared to peers like HDFC Midcap Opportunities and Kotak Emerging Equity. A sustained improvement in margin stability could trigger a positive rerating.
📊 Stock Investment Checklist (100 Points)
Navi Large & Midcap Fund(A-IDCW) • Updated: 2025-10-01 06:43:24
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10BusinessHighThe fund is invested in a future-ready sector with a clear investment model.
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10GrowthHighConsistent revenue and profit growth observed over the past few years.
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10ProfitabilityHighROE and ROCE are satisfactory, but OCF is slightly lower than net profit.
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8ValuationHighValuation metrics are reasonable compared to peers, but not the lowest.
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7BalanceHighDebt levels are manageable, with adequate liquidity.
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6GovernanceGoodPromoter holding is stable, but there are minor concerns regarding disclosures.
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5DriversGoodGrowth catalysts are present, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 66 / 100
• Decent
The Navi Large & Midcap Fund shows decent potential with consistent growth and manageable risks, making it a reasonable investment option.