Navi Flexi Cap Fund(H-IDCW Payout)

Ticker: mf16898
Decent 68/100

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Business Overview

Navi Flexi Cap Fund (H-IDCW Payout) is a dynamic mutual fund designed for investors seeking long-term capital appreciation with the flexibility to invest across large, mid, and small-cap stocks. Ideal for those looking to diversify their portfolio while benefiting from potential market growth, this fund aims to deliver consistent returns. With a focus on quality companies and robust risk management, it is a suitable choice for both new and seasoned investors.

  • Dynamic investment across market caps
  • Focus on long-term capital appreciation
  • Suitable for diverse investor profiles
  • Robust risk management practices
  • Potential for consistent returns
  • Regular income through IDCW payouts

Opportunity vs Risk

Opportunities
  • Diversified exposure to multiple sectors
  • Potential for long-term capital appreciation
  • Regular income through dividend payouts
  • Strong fund management team
  • Growing market for flexi cap funds
Risks ⚠️
  • Market volatility affecting returns
  • Economic downturns impacting performance
  • High expense ratio compared to peers
  • Regulatory changes in mutual funds
  • Performance dependent on stock selection
📊 Stock Investment Checklist (100 Points)
Navi Flexi Cap Fund(H-IDCW Payout) • Updated: 2025-10-01 15:12:02
  • 10
    Business
    High
    The fund operates 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
    Strong ROE and ROCE, with healthy operating cash flow.
  • 8
    Valuation
    High
    Valuation metrics are in line with peers, but slightly on the higher side.
  • 7
    Balance
    High
    Debt levels are manageable with adequate liquidity.
  • 6
    Governance
    Good
    Promoter holding is stable, with no significant pledging.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The fund shows decent potential with consistent growth and profitability metrics, but caution is advised due to execution risks and valuation concerns.