HDFC Nifty LargeMidcap 250 Index Fund
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Business Overview
The HDFC Nifty LargeMidcap 250 Index Fund is designed for investors seeking diversified exposure to India's large and mid-cap stocks. This fund tracks the Nifty LargeMidcap 250 Index, making it ideal for those looking to invest in a broad range of companies with growth potential. It matters because it provides a balanced investment option that can help mitigate risks while offering the potential for attractive returns over the long term.
- Diversified exposure to large and mid-cap stocks
- Tracks the Nifty LargeMidcap 250 Index
- Ideal for long-term wealth creation
- Helps mitigate investment risks
- Managed by HDFC, a trusted financial institution
Investment Thesis
The HDFC Nifty LargeMidcap 250 Index Fund is a compelling investment choice, backed by a strong promoter group known for credibility and stability. With a significant growth runway in digital services and attractive valuations compared to peers, this fund presents a robust opportunity for Indian retail investors seeking long-term capital appreciation.
- Strong backing from HDFC, a trusted name in the financial sector.
- Exposure to a diversified portfolio of large and mid-cap stocks.
- Significant growth potential in the digital services sector.
- Attractive valuation metrics compared to similar funds.
- Ideal for long-term investors looking for stable returns.
Opportunity vs Risk
- Diversified exposure to large and midcap stocks
- Potential for long-term capital appreciation
- Suitable for systematic investment plans
- Low expense ratio compared to peers
- Market volatility affecting fund performance
- Concentration in specific sectors
- Economic downturn impacts returns
- Liquidity risks in large-cap stocks
Peer Perspective
HDFC Nifty LargeMidcap 250 Index Fund trades at a slight premium compared to peers like SBI Nifty Next 50 and ICICI Nifty Midcap 150. A rerating could occur with sustained growth acceleration and improved margin stability.
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10BusinessHighThe fund invests in a diversified portfolio of large and mid-cap stocks, indicating a future-ready sector.
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10GrowthHighConsistent revenue and profit growth observed in underlying stocks.
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10ProfitabilityHighGood ROE and ROCE metrics, but cash flow could be more consistent.
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8ValuationHighValuation ratios are in line with peers, but some stocks are overvalued.
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7BalanceHighOverall balance sheet is strong with manageable debt levels.
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6GovernanceGoodPromoter holding is decent, but there are some concerns about pledging.
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5DriversGoodGrowth drivers are present, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.