ITI Flexi Cap Fund(IDCW)

Ticker: mf15914
Decent 68/100

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Business Overview

ITI Flexi Cap Fund (IDCW) is a dynamic mutual fund designed to invest across large, mid, and small-cap stocks, providing investors with a diversified portfolio. Ideal for those seeking long-term capital appreciation with a balanced risk approach, this fund adapts to market conditions for optimal returns. With a focus on quality companies, it aims to deliver consistent performance.

  • Diversified investment across market capitalizations
  • Suitable for long-term investors
  • Focus on quality and growth potential
  • Managed by experienced professionals
  • Aims for consistent capital appreciation

Investment Thesis

ITI Flexi Cap Fund (IDCW) stands out due to its strong promoter credibility, significant growth potential in digital services, and attractive valuation compared to peers. This fund is well-positioned to capitalize on India's evolving market landscape, making it a compelling choice for retail investors.

  • Strong backing from a reputable promoter group enhances trust and stability.
  • Digital services sector is poised for exponential growth, driving potential returns.
  • Valuation metrics are favorable compared to industry peers, presenting a buying opportunity.
  • Diversified portfolio mitigates risks and captures various market segments.
  • Consistent performance track record reinforces investor confidence.

Opportunity vs Risk

Opportunities
  • Strong long-term growth potential
  • Diversified investment across sectors
  • Tax benefits under ELSS
  • Experienced fund management team
  • Rising retail investor participation
Risks ⚠️
  • Market volatility impacts returns
  • Regulatory changes affecting funds
  • Economic downturns may reduce growth
  • High expense ratio compared to peers
  • Limited historical performance data

Peer Perspective

ITI Flexi Cap Fund trades at a slight premium compared to peers like Axis Flexi Cap and Mirae Asset Flexi Cap. A sustained improvement in margin stability could trigger a rerating in its valuation.
📊 Stock Investment Checklist (100 Points)
ITI Flexi Cap Fund(IDCW) • Updated: 2025-10-01 03:30:13
  • 10
    Business
    High
    The fund is invested in a future-ready sector with a diversified portfolio.
  • 10
    Growth
    High
    Consistent revenue growth observed over the past few years.
  • 10
    Profitability
    High
    ROE and ROCE are above industry averages, but OCF shows some volatility.
  • 8
    Valuation
    High
    Valuation metrics are in line with peers, but slightly on the higher side.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 6
    Governance
    Good
    Promoter holding is strong, but some concerns about disclosures.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The ITI Flexi Cap Fund shows decent potential with a balanced approach to growth and profitability, but some risks in execution and liquidity should be monitored.