Navi BSE Sensex Index Fund

Ticker: mf13983
Decent 66/100

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Business Overview

The Navi BSE Sensex Index Fund is a passively managed mutual fund that aims to replicate the performance of the BSE Sensex, one of India's leading stock market indices. Ideal for investors seeking long-term wealth creation with a low-cost investment option, this fund offers exposure to 30 of the largest and most financially sound companies in India. It matters because it provides a simple way to invest in the Indian equity market while minimizing risks associated with individual stock picking.

  • Passively managed for consistent performance
  • Tracks the BSE Sensex index
  • Ideal for long-term investors
  • Low expense ratio for cost efficiency
  • Diversification across top Indian companies

Opportunity vs Risk

Opportunities
  • Diversified exposure to Indian equities
  • Potential for long-term capital growth
  • Low expense ratio compared to peers
  • Rising retail investor participation
  • Tax benefits under ELSS category
Risks ⚠️
  • Market volatility affecting returns
  • Economic downturns impact performance
  • Regulatory changes in mutual funds
  • High competition in fund management
  • Liquidity risks in market downturns
📊 Stock Investment Checklist (100 Points)
Navi BSE Sensex Index Fund • Updated: 2025-09-29 14:13:09
  • 10
    Business
    High
    Index funds typically have a clear model and are in a future-ready sector.
  • 10
    Growth
    High
    Consistent growth in the underlying index, but fund performance may vary.
  • 10
    Profitability
    High
    Profitability metrics depend on the index performance.
  • 8
    Valuation
    High
    Valuation metrics are generally aligned with market averages.
  • 7
    Balance
    High
    Strong balance sheet with low debt levels.
  • 6
    Governance
    Good
    Good governance practices, but promoter holding is moderate.
  • 5
    Drivers
    Good
    Growth drivers are linked to overall market performance.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 66 / 100 • Decent
The Navi BSE Sensex Index Fund shows decent potential with a stable outlook, driven by the performance of the underlying index.


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