Mirae Asset Large & Midcap Fund(IDCW)

Mirae Asset Large & Midcap Fund (IDCW) is designed for investors seeking long-term capital appreciation through a diversified portfolio of large and midcap stocks. This fund is ideal for those looking to balance growth and stability in their investment strategy. With a focus on quality companies, it aims to generate consistent returns while managing risk effectively. By investing in this fund, you can benefit from professional management and a robust investment approach.

Diversified exposure to large and midcap stocks
Ideal for long-term capital appreciation
Professional fund management
Focus on quality and growth potential
Suitable for risk-aware investors
Aligns with Indian market trends

Investment Thesis

Mirae Asset Large & Midcap Fund stands out due to its robust promoter credibility, significant growth potential in digital services, and attractive valuation compared to peers. This combination positions the fund as a compelling choice for investors seeking long-term gains in a dynamic market.

Strong backing from a reputable promoter group enhances investor confidence.
Digital services sector is poised for exponential growth, providing a solid growth runway.
Valuation metrics are favorable compared to industry peers, indicating potential upside.
Diversified portfolio reduces risk while capturing midcap and large-cap opportunities.
Consistent performance track record reinforces the fund's reliability for investors.

Opportunity vs Risk

Opportunities

Strong historical performance
Diverse investment portfolio
Growth in midcap sector
Experienced fund management team

Risks ⚠️

Market volatility impacts returns
Economic slowdown risks
High expense ratio
Concentration in few sectors

Peer Perspective

Mirae Asset Large & Midcap Fund trades at a slight premium compared to peers like Axis Midcap Fund and Kotak Emerging Equity Fund. A sustained growth acceleration and margin stability could trigger a rerating.

📊 Stock Investment Checklist (100 Points)

Mirae Asset Large & Midcap Fund(IDCW) • Updated: 2025-10-01 03:56:06

10

Business
High

The fund is invested in sectors that are expected to grow, but lacks a strong competitive moat.
10

Growth
High

Consistent revenue and profit growth observed over the past few years.
10

Profitability
High

ROE and ROCE are above industry averages, but OCF is slightly lower than net profit.
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 decent, but there are some concerns regarding pledging.
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 fund shows decent potential with consistent growth and profitability metrics, but faces challenges in valuation and governance aspects.