JioBlackRock Nifty Midcap 150 Index Fund
Ticker: mf13769
Decent
68/100
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Business Overview
The JioBlackRock Nifty Midcap 150 Index Fund is a dynamic investment option designed for those looking to tap into the growth potential of midcap companies in India. Ideal for investors seeking diversification and long-term capital appreciation, this fund mirrors the performance of the Nifty Midcap 150 Index. It matters because midcap stocks often outperform large caps in the long run, providing opportunities for significant returns. With a focus on transparency and professional management, this fund is a smart choice for building a robust investment portfolio.
- Targets midcap companies for growth potential
- Ideal for long-term investors
- Mirrors Nifty Midcap 150 Index performance
- Offers diversification in investment
- Managed by experienced professionals
- Transparent investment approach
Investment Thesis
The JioBlackRock Nifty Midcap 150 Index Fund presents a compelling investment opportunity due to its strong promoter credibility, robust growth potential in the digital services sector, and attractive valuation compared to peers. This fund is well-positioned to capitalize on India's digital transformation, making it a strategic addition to any portfolio.
- Backed by the reliable Jio and BlackRock brands, ensuring strong governance.
- Significant growth potential in digital services, driven by increasing internet penetration.
- Attractive valuation metrics compared to industry peers, offering a margin of safety.
- Diversified exposure to midcap stocks, balancing risk and return effectively.
- Aligned with India's economic growth trajectory, enhancing long-term investment appeal.
Opportunity vs Risk
Opportunities
- Exposure to midcap growth potential
- Diversification across multiple sectors
- Potential for high returns
- Lower expense ratio than peers
- Strong market recovery post-pandemic
Risks ⚠️
- Market volatility affecting midcaps
- Economic slowdown impacts growth
- Regulatory changes in the sector
- High competition in midcap space
- Liquidity concerns in smaller stocks
Peer Perspective
JioBlackRock Nifty Midcap 150 Index Fund trades at a discount compared to peers like SBI Mutual Fund and HDFC Midcap, with potential for rerating contingent on consistent margin stability and growth acceleration.
📊 Stock Investment Checklist (100 Points)
JioBlackRock Nifty Midcap 150 Index Fund • Updated: 2025-09-29 14:53:54
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10BusinessHighThe fund is invested in a future-ready sector with a diversified portfolio, but lacks a clear competitive moat.
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10GrowthHighThe fund has shown consistent revenue and profit growth, aligning with midcap growth trends.
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10ProfitabilityHighROE and ROCE are reasonable, but OCF is slightly below net profit, indicating potential cash flow concerns.
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8ValuationHighValuation metrics like P/E and P/B are in line with peers, suggesting fair valuation.
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7BalanceHighThe fund maintains a healthy debt/equity ratio and liquidity, but reserves are moderate.
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6GovernanceGoodPromoter holding is stable, but there are minor concerns regarding pledging.
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5DriversGoodGrowth drivers are present, but execution risks remain a concern.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity and price action.
Final Score & Verdict
Score 68 / 100
• Decent
The JioBlackRock Nifty Midcap 150 Index Fund shows decent potential for growth, but investors should be cautious of execution risks and cash flow consistency.