ITI Large & Mid Cap Fund(IDCW)
Ticker: mf16130
Risky
48/100
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A
Aditya Birla SL Equity Savings Fund(IDCW-Reinv)
The fund shows decent potential with a balanced approach to growth and profitability, but caution is advised due to execution risks.
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A
Aditya Birla SL Equity Savings Fund(IDCW)
The fund shows decent potential for growth with manageable risks, making it a reasonable investment option.
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3
360 ONE Balanced Hybrid Fund(IDCW Reinvest)
The fund shows decent potential with a balanced approach to growth and risk management, but investors should remain cautious about execution risks.
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3
360 ONE Balanced Hybrid Fund(IDCW)
The fund shows a decent potential for growth with manageable risks, making it a reasonable investment option.
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T
TRUSTMF Liquid Fund(DD-IDCW)
The TRUSTMF Liquid Fund shows decent stability but lacks strong growth drivers. Investors should be cautious.
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T
TRUSTMF Liquid Fund(W-IDCW)
The fund shows decent stability and growth potential, but faces challenges in a competitive landscape.
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T
TRUSTMF Liquid Fund(M-IDCW)
The TRUSTMF Liquid Fund shows decent potential for stability and moderate returns, but investors should be cautious of market conditions and competition.
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K
Kotak ESG Exclusionary Strategy Fund(IDCW)
The fund shows potential but faces challenges in growth consistency and valuation metrics.
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K
Kotak ESG Exclusionary Strategy Fund(IDCW-Payout)
The fund shows potential but has several risks that need to be monitored closely.
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S
SBI Nifty 500 Index Fund(IDCW Payout)
The SBI Nifty 500 Index Fund presents a decent investment opportunity with a diversified portfolio and consistent growth potential, though some risks and valuation concerns exist.
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S
SBI Nifty 500 Index Fund(IDCW)
The SBI Nifty 500 Index Fund shows a decent score reflecting a balanced approach to growth and stability, making it a reasonable investment option for long-term investors.
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A
Aditya Birla SL Pharma & Healthcare Fund(IDCW-Reinv)
The fund shows potential in the pharmaceutical sector but faces several challenges that could impact future performance.
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A
Aditya Birla SL Pharma & Healthcare Fund(IDCW)
The fund shows potential in a growing sector but has some risks that need to be monitored.
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E
Edelweiss Equity Savings Fund(M-IDCW)
The fund shows potential for moderate returns, but investors should be cautious of valuation and execution risks.
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E
Edelweiss Equity Savings Fund(IDCW)
The Edelweiss Equity Savings Fund has a decent score but faces challenges in growth consistency and profitability metrics. Investors should be cautious.
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T
Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60:40 Index Fund(IDCW Payout)
The fund shows potential but carries significant risks and lacks strong growth drivers.
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Business Overview
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
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10BusinessHighThe sector is evolving with technology but lacks a strong moat.
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10GrowthHighRevenue growth has been inconsistent with fluctuating profit margins.
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8ProfitabilityHighROE and ROCE are below industry averages, cash flow is stable.
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9ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
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7BalanceHighDebt levels are manageable, but liquidity could be improved.
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6GovernanceGoodPromoter holding is decent, but there are concerns about pledging.
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5DriversGoodGrowth drivers are limited, with execution risks present.
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1TechnicalsLowMarket 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.