Invesco India Large & Mid Cap Fund(IDCW)
Ticker: mf14708
Decent
68/100
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Kotak Aggressive Hybrid Fund(IDCW)
The Kotak Aggressive Hybrid Fund shows decent potential with a balanced approach to growth and profitability, though some risks remain.
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Mirae Asset Focused Fund(IDCW)
Mirae Asset Focused Fund shows a decent investment potential with solid fundamentals and growth prospects, though some execution risks exist.
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Invesco India Midcap Fund(IDCW)
The fund shows decent potential but faces challenges in profitability and execution risks.
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Invesco India Smallcap Fund(IDCW)
The fund shows decent potential with consistent growth, but faces valuation concerns and execution risks.
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Franklin India Large Cap Fund(IDCW)
The fund shows decent potential with a strong focus on large-cap stocks, but investors should be cautious of execution risks.
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Franklin India Large Cap Fund(IDCW Payout)
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ICICI Pru Infrastructure Fund(IDCW-Payout)
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ICICI Pru Infrastructure Fund(IDCW)
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Aditya Birla SL Focused Fund(IDCW-Reinv)
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Aditya Birla SL Focused Fund(IDCW)
The Aditya Birla SL Focused Fund shows decent potential with solid growth and profitability metrics, but caution is advised due to execution risks.
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ICICI Pru Floating Interest Fund(IDCW-Payout)
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ICICI Pru Floating Interest Fund(W-IDCW Payout)
The fund shows decent potential with stable growth and profitability metrics, but faces some risks in execution and liquidity.
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ICICI Pru Floating Interest Fund(IDCW)
The fund shows decent potential with stable growth and profitability metrics, but caution is advised due to execution risks.
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ICICI Pru Floating Interest Fund(W-IDCW)
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ICICI Pru Floating Interest Fund(DD-IDCW)
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Business Overview
Invesco India Large & Mid Cap Fund (IDCW) is a dynamic mutual fund 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 invest in the growth potential of India’s leading companies while balancing risk. Its strategic investment approach aims to capture market opportunities, making it a valuable addition to any investment portfolio.
- Focuses on large and mid-cap stocks
- Aims for long-term capital appreciation
- Diversified portfolio reduces risk
- Ideal for growth-oriented investors
- Managed by experienced professionals
Investment Thesis
Invesco India Large & Mid Cap Fund (IDCW) stands out due to its strong promoter credibility, robust growth potential in digital services, and attractive valuation compared to its peers. This combination positions the fund as a compelling choice for retail investors seeking long-term capital appreciation.
- Strong backing from Invesco, a globally recognized investment management firm.
- Significant growth potential in the digital services sector, driven by increasing adoption and innovation.
- Attractive valuation metrics compared to peer funds, offering a favorable entry point.
- Diversified exposure to large and mid-cap stocks, balancing risk and return.
- Consistent performance track record enhances investor confidence.
Opportunity vs Risk
Opportunities
- Strong growth potential in mid-cap segment
- Diversified portfolio reduces risk exposure
- Attractive long-term returns expected
- Experienced fund management team
- Rising investor interest in equity funds
Risks ⚠️
- Market volatility can impact returns
- Mid-cap stocks carry higher risk
- Economic downturns may affect performance
- Regulatory changes could impact operations
- High expense ratio compared to peers
Peer Perspective
Invesco India Large & Mid Cap Fund trades at a slight premium compared to peers like HDFC Mid-Cap Opportunities and DSP Midcap Fund. A sustained improvement in margin stability could trigger a rerating.
📊 Stock Investment Checklist (100 Points)
Invesco India Large & Mid Cap Fund(IDCW) • Updated: 2025-10-01 03:27:07
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10BusinessHighThe fund is invested in sectors with potential for growth but lacks a strong moat.
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10GrowthHighConsistent revenue and profit growth observed over the past few years.
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10ProfitabilityHighROE and ROCE are above industry average, but OCF is fluctuating.
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8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
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6BalanceGoodDebt levels are manageable, but liquidity could be improved.
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7GovernanceHighPromoter holding is stable, but some concerns about disclosures.
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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 fund shows decent potential with consistent growth, but faces challenges in valuation and governance aspects.