Groww Value Fund(IDCW)
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Business Overview
Groww Value Fund (IDCW) is a mutual fund designed for investors seeking long-term capital appreciation through a diversified portfolio of value stocks. Ideal for both new and seasoned investors, this fund focuses on identifying undervalued companies with strong growth potential. It matters as it aims to deliver consistent returns while managing risks effectively. With professional management and a disciplined investment approach, Groww Value Fund empowers you to grow your wealth over time.
- Long-term capital appreciation
- Diversified portfolio of value stocks
- Suitable for new and seasoned investors
- Focus on undervalued companies
- Professional management
- Disciplined investment approach
Investment Thesis
Groww Value Fund stands out due to its credible promoter group, robust digital services growth potential, and attractive valuation compared to peers. This combination positions it as a compelling investment opportunity for Indian retail investors seeking long-term wealth creation.
- Backed by a strong and reputable promoter group, ensuring trust and reliability.
- Capitalizing on the growing trend of digital financial services in India.
- Offers attractive valuation metrics compared to industry peers, enhancing investment appeal.
- Focus on long-term capital appreciation aligns with retail investors' goals.
- Proven track record of performance, instilling confidence in potential returns.
Peer Perspective
Groww Value Fund (IDCW) trades at a slight premium compared to peers like HDFC Mutual Fund and SBI Mutual Fund. A sustained improvement in margin stability could trigger a favorable rerating in the fund's valuation.
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10BusinessHighThe fund operates in a future-ready sector with a clear investment model, but lacks a strong competitive moat.
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10GrowthHighRevenue and profit growth have been consistent, but not exceptional.
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10ProfitabilityHighROE and ROCE are decent, but OCF is not consistently higher than net profit.
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8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
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7BalanceHighThe balance sheet shows reasonable debt levels and liquidity, but reserves are modest.
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6GovernanceGoodPromoter holding is stable, but there are concerns about disclosure practices.
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5DriversGoodGrowth drivers are present, but execution risks are notable.
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5TechnicalsGoodMarket sentiment is neutral with low liquidity.