Navi Nifty Smallcap250 Momentum Quality 100 Index Fund
Ticker: mf13978
Decent
66/100
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Business Overview
The Navi Nifty Smallcap250 Momentum Quality 100 Index Fund is designed for investors looking to capitalize on the potential of small-cap stocks in India. This fund focuses on high-quality companies with strong momentum, making it ideal for those seeking long-term growth. By investing in a diversified portfolio, it mitigates risks while aiming for superior returns. This fund is perfect for both novice and seasoned investors aiming to enhance their equity exposure with a focus on quality and momentum.
- Targets small-cap stocks for high growth potential
- Focuses on quality companies with strong momentum
- Diversified portfolio to manage risk
- Ideal for long-term investors
- Accessible for both new and experienced investors
Investment Thesis
The Navi Nifty Smallcap250 Momentum Quality 100 Index Fund presents a compelling investment opportunity due to its strong promoter credibility, significant growth potential in digital services, and attractive valuation compared to peers. This fund is well-positioned to capitalize on the momentum of quality small-cap stocks in the Indian market.
- Strong backing from Navi Technologies, enhancing credibility.
- Digital services sector poised for robust growth, driving fund performance.
- Attractive valuation metrics compared to similar funds in the market.
- Focus on quality small-cap stocks ensures potential for high returns.
- Diversified exposure reduces risk while maximizing growth opportunities.
Opportunity vs Risk
Opportunities
- High potential for smallcap growth
- Diversification across quality stocks
- Momentum strategy may enhance returns
- Lower expense ratio than peers
Risks ⚠️
- Market volatility affecting smallcaps
- Performance linked to market trends
- Liquidity issues in smallcap stocks
- Economic downturn impacts growth potential
📊 Stock Investment Checklist (100 Points)
Navi Nifty Smallcap250 Momentum Quality 100 Index Fund • Updated: 2025-09-29 16:36:42
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10BusinessHighThe fund is invested in a diversified portfolio of small-cap stocks, which are generally considered future-ready.
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10GrowthHighThe underlying stocks have shown consistent revenue and profit growth over the past few years.
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10ProfitabilityHighThe fund's holdings exhibit reasonable ROE and OCF, but net profit margins vary.
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8ValuationHighValuation metrics like P/E and P/B are slightly above peers, indicating potential overvaluation.
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7BalanceHighThe balance sheet of the underlying companies shows manageable debt levels.
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6GovernanceGoodPromoter holding is decent, but some companies have pledging issues.
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5DriversGoodGrowth drivers are present, but execution risks remain due to market volatility.
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5TechnicalsGoodMarket sentiment is mixed, with moderate liquidity and price fluctuations.
Final Score & Verdict
Score 66 / 100
• Decent
The fund has a decent score, indicating potential for growth but with some risks involved.