JM Liquid Fund(W-IDCW)
Ticker: mf15378
Decent
48/100
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J
JM Liquid Fund(DD-IDCW)
The JM Liquid Fund shows decent fundamentals but faces challenges in growth and profitability. Caution is advised.
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J
JM Liquid Fund(Q-IDCW)
The JM Liquid Fund shows decent potential but faces challenges in profitability and growth drivers.
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B
Bandhan Multi Cap Fund(IDCW)
The Bandhan Multi Cap Fund shows decent potential with consistent growth and a strong business model, but some risks in execution and valuation need to be monitored.
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B
Bandhan Multi Cap Fund(IDCW Reinvest)
The fund shows potential with a decent score, but investors should be cautious of volatility in profit growth and execution risks.
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S
Sundaram Multi Asset Allocation Fund(IDCW)
The fund shows decent potential with a balanced approach to asset allocation, but investors should be cautious of market sentiment and execution risks.
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B
Baroda BNP Paribas Large Cap Fund(IDCW)
The fund shows a decent performance with potential for growth, but some risks need to be monitored.
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I
ITI Small Cap Fund(IDCW)
The fund shows potential but faces several challenges that could impact performance.
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T
Tata Large Cap Fund(IDCW Payout)
The Tata Large Cap Fund shows potential with a decent score, but there are areas of concern that need to be monitored closely.
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T
Tata Large Cap Fund(IDCW)
The Tata Large Cap Fund shows decent potential with strong fundamentals and growth prospects, but investors should remain cautious of execution risks.
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M
Mahindra Manulife Large & Mid Cap Fund(IDCW Payout)
The fund shows a decent potential for growth with manageable risks, making it a reasonable investment option.
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M
Mahindra Manulife Large & Mid Cap Fund(IDCW)
The fund shows decent potential with a strong growth trajectory, but caution is advised due to valuation concerns and execution risks.
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N
Nippon India Index Fund-Nifty 50 Plan(A-IDCW)
The Nippon India Index Fund-Nifty 50 Plan shows decent potential for growth with a diversified portfolio, but investors should be cautious of market volatility and execution risks.
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N
Nippon India Index Fund-Nifty 50 Plan(H-IDCW)
The Nippon India Index Fund-Nifty 50 Plan shows a decent score reflecting a balanced approach to growth and stability, but caution is advised due to some execution risks.
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N
Nippon India Index Fund-Nifty 50 Plan(Q-IDCW)
The Nippon India Index Fund-Nifty 50 Plan shows decent potential with stable growth and manageable risks, making it a reasonable investment choice for those looking at index funds.
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Q
Quant Large Cap Fund(IDCW)
The Quant Large Cap Fund shows decent potential with consistent growth and a strong business model, but some risks in governance and execution should be monitored.
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U
UTI Focused Fund(IDCW)
The UTI Focused Fund shows decent potential with consistent growth and a solid business model, but some risks and governance issues need to be monitored.
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Business Overview
JM Liquid Fund (W-IDCW) is a short-term investment option designed for those seeking liquidity and capital preservation. Ideal for conservative investors, this fund offers a safe avenue for parking surplus funds while earning competitive returns. It is particularly suitable for individuals looking to manage cash flow or save for short-term goals. With a focus on high-quality debt instruments, this fund aims to minimize risk while providing stability in uncertain market conditions.
- Designed for short-term investors
- Focuses on liquidity and capital preservation
- Invests in high-quality debt instruments
- Ideal for managing cash flow
- Offers competitive returns with lower risk
Investment Thesis
JM Liquid Fund (W-IDCW) stands out due to its strong promoter credibility and robust digital services growth potential. With attractive valuations compared to peers, it presents a compelling investment opportunity for retail investors seeking stability and growth in their portfolios.
- Strong backing from a reputable promoter group enhances trust and stability.
- Significant growth potential in digital services aligns with market trends.
- Attractive valuation metrics compared to peer funds indicate potential for upside.
- Focus on liquidity management makes it a safe choice for conservative investors.
- Consistent performance history reinforces confidence in fund management.
Opportunity vs Risk
Opportunities
- Stable returns in uncertain markets
- Low expense ratio benefits
- Tax efficiency for investors
- Diversification in fixed income
- Liquidity for quick access
Risks ⚠️
- Interest rate fluctuations impact returns
- Credit risk from bond holdings
- Market volatility affects NAV
- Inflation erodes real returns
- Regulatory changes may impact fund
📊 Stock Investment Checklist (100 Points)
JM Liquid Fund(W-IDCW) • Updated: 2025-10-01 03:33:49
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10BusinessHighThe sector is stable but not particularly innovative.
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10GrowthHighConsistent revenue growth but profit margins are under pressure.
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10ProfitabilityHighROE and ROCE are decent, but cash flow is inconsistent.
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8ValuationHighValuation metrics are average compared to peers.
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7BalanceHighDebt levels are manageable, but liquidity could be better.
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5GovernanceGoodPromoter holding is stable, but some concerns over disclosures.
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6DriversGoodGrowth drivers are limited, with execution risks present.
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5TechnicalsGoodMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 48 / 100
• Decent
The fund shows decent potential but faces challenges in profitability and growth drivers.