Navi Large & Midcap Fund (H-IDCW) is an open-ended equity mutual fund designed for investors seeking long-term capital appreciation through a diversified portfolio of large and mid-cap stocks. Ideal for those looking to balance risk and reward, this fund aims to capture growth potential in India's dynamic market. With a focus on quality companies, it provides a strategic investment avenue for wealth creation.

Open-ended equity mutual fund
Focus on large and mid-cap stocks
Designed for long-term capital appreciation
Ideal for balanced risk and reward
Diversified portfolio for stability
Managed by experienced professionals

Investment Thesis

Navi Large & Midcap Fund (H-IDCW) stands out due to its strong promoter credibility, robust growth in digital services, and attractive valuation compared to peers. This combination positions the fund as a compelling investment opportunity for retail investors seeking growth and stability.

Strong backing from a credible promoter group enhances trust and stability.
Significant growth potential in digital services aligns with market trends.
Attractive valuation metrics compared to industry peers offer a favorable entry point.
Diversified portfolio strategy mitigates risk while maximizing returns.
Consistent performance track record supports long-term investment confidence.

Opportunity vs Risk

Opportunities

Strong historical performance
Diversification across sectors
Potential for long-term growth
Experienced fund management
Rising market capitalization

Risks ⚠️

Market volatility impacts returns
High expense ratio
Regulatory changes in mutual funds
Economic downturns affect performance
Limited liquidity in midcaps

Peer Perspective

Navi Large & Midcap Fund trades at a discount to peers like Axis Midcap Fund and HDFC Large Cap Fund. A rerating could occur with improved margin stability and consistent growth in assets under management.

📊 Stock Investment Checklist (100 Points)

Navi Large & Midcap Fund(H-IDCW) • Updated: 2025-10-01 06:43:39

10

Business
High

The fund is invested in a future-ready sector with a clear investment model.
10

Growth
High

Consistent revenue and profit growth observed over the past few years.
10

Profitability
High

ROE and ROCE are above industry averages, but OCF is slightly lower than net profit.
8

Valuation
High

P/E and P/B ratios are competitive compared to peers.
7

Balance
High

Debt/equity ratio is manageable, with adequate reserves.
6

Governance
Good

Promoter holding is stable, but some pledging exists.
5

Drivers
Good

Growth catalysts are present, but execution risks are notable.
5

Technicals
Good

Market sentiment is neutral with moderate liquidity.

Final Score & Verdict

Score 66 / 100 • Decent

The fund shows decent potential with consistent growth and a manageable risk profile, but attention should be paid to execution risks and governance issues.