ITI Large & Mid Cap Fund (IDCW) is a well-structured mutual fund designed for investors seeking long-term capital appreciation through a diversified portfolio of large and mid-cap equities. This fund is ideal for those looking to balance growth with stability in their investment strategy. With a focus on quality companies, it aims to deliver consistent returns while managing risk effectively. Investors can benefit from professional management and research-backed decisions, making it a valuable addition to any investment portfolio.

Focus on large and mid-cap stocks
Aims for long-term capital appreciation
Diversified portfolio to manage risk
Professionally managed by experienced fund managers
Suitable for growth-oriented investors
Research-driven investment strategy

Investment Thesis

ITI Large & Mid Cap Fund (IDCW) presents a compelling investment opportunity due to its strong promoter credibility, robust growth potential in digital services, and attractive valuation compared to peers. This combination positions the fund as a solid choice for investors seeking growth and stability in the current market.

Strong backing from a reputable promoter group ensures trust and stability.
Digital services sector is poised for significant growth, enhancing fund performance.
Attractive valuation metrics compared to peer funds indicate potential for upside.
Diversified portfolio reduces risk while capitalizing on mid-cap opportunities.
Consistent track record of performance reinforces investor confidence.

Opportunity vs Risk

Opportunities

Strong historical performance
Diversified investment portfolio
Exposure to large & mid caps
Potential for capital appreciation

Risks ⚠️

Market volatility impact
Economic downturn effects
Management performance variability
Regulatory changes risks

Peer Perspective

ITI Large & Mid Cap Fund trades at a slight premium compared to peers like HDFC Mid-Cap Opportunities and Kotak Emerging Equity. A sustained improvement in margin stability could trigger a rerating in its valuation.

📊 Stock Investment Checklist (100 Points)

ITI Large & Mid Cap Fund(IDCW) • Updated: 2025-10-01 03:30:38

10

Business
High

The sector is evolving with technology but lacks a strong moat.
10

Growth
High

Revenue growth has been inconsistent with fluctuating profit margins.
8

Profitability
High

ROE and ROCE are below industry averages, cash flow is stable.
9

Valuation
High

Valuation metrics are slightly above peers, indicating potential overvaluation.
7

Balance
High

Debt levels are manageable, but liquidity could be improved.
6

Governance
Good

Promoter holding is decent, but there are concerns about pledging.
5

Drivers
Good

Growth drivers are limited, with execution risks present.
1

Technicals
Low

Market sentiment is weak, with low liquidity and negative price action.

Final Score & Verdict

Score 48 / 100 • Risky

The fund shows potential but faces significant risks and inconsistencies in growth and profitability.