Navi Nifty 500 Multicap 50:25:25 Index Fund
Ticker: mf13941
Decent
68/100
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Business Overview
The Navi Nifty 500 Multicap 50:25:25 Index Fund is designed for investors seeking diversified exposure to India's top 500 companies across multiple sectors. This fund allocates 50% to large-cap, 25% to mid-cap, and 25% to small-cap stocks, providing a balanced investment approach. Ideal for long-term investors looking to grow wealth steadily, it offers a simple way to participate in the Indian equity market's potential.
- Diversified exposure to top 500 Indian companies
- Balanced allocation across large, mid, and small caps
- Ideal for long-term wealth creation
- Managed by experienced professionals
- Simple and transparent investment approach
Investment Thesis
The Navi Nifty 500 Multicap Index 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 India's evolving market landscape.
- Backed by a reputable promoter group, ensuring trust and reliability.
- Digital services sector poised for exponential growth, enhancing fund performance.
- Valuation metrics indicate attractive entry points compared to similar funds.
- Diversified exposure across sectors mitigates risk while maximizing returns.
- Aligned with India's long-term economic growth trajectory.
Opportunity vs Risk
Opportunities
- Diversified exposure to top 500 stocks
- Potential for long-term capital growth
- Low expense ratio compared to peers
- Tax benefits on long-term investments
Risks ⚠️
- Market volatility affecting returns
- Limited historical performance data
- Interest rate fluctuations impact returns
- Economic downturns may affect growth
📊 Stock Investment Checklist (100 Points)
Navi Nifty 500 Multicap 50:25:25 Index Fund • Updated: 2025-09-29 16:35:47
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10BusinessHighThe fund is invested in a diversified portfolio across sectors, indicating a future-ready approach.
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10GrowthHighConsistent revenue and profit growth observed in underlying stocks.
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10ProfitabilityHighROE and ROCE metrics are above industry averages, indicating strong profitability.
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8ValuationHighValuation ratios are in line with peers, suggesting fair pricing.
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7BalanceHighModerate debt levels and good liquidity position.
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6GovernanceGoodPromoter holding is stable with minimal pledging.
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5DriversGoodGrowth drivers are present, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The Navi Nifty 500 Multicap Index Fund shows a decent score across various metrics, indicating a balanced investment option with potential for growth.