Navi ELSS Tax Saver Nifty 50 Index Fund(IDCW)

Ticker: mf17373
Decent 66/100

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Business Overview

The Navi ELSS Tax Saver Nifty 50 Index Fund is an equity-linked saving scheme designed to help investors save on taxes while investing in India's top 50 companies. Ideal for individuals looking to grow their wealth over the long term while benefiting from tax deductions under Section 80C. This fund combines the advantages of equity investment with tax-saving benefits, making it a smart choice for tax-conscious investors.

  • Invests in Nifty 50 companies for potential growth
  • Offers tax deductions under Section 80C
  • Long-term wealth creation strategy
  • Managed by experienced professionals
  • Low expense ratio for higher returns

Opportunity vs Risk

Opportunities
  • Tax benefits on investments
  • Exposure to Nifty 50 growth
  • Systematic Investment Plan (SIP) flexibility
  • Long-term wealth creation potential
Risks ⚠️
  • Market volatility impacts returns
  • Limited to Nifty 50 performance
  • Lock-in period restrictions
  • Economic downturns affect growth
📊 Stock Investment Checklist (100 Points)
Navi ELSS Tax Saver Nifty 50 Index Fund(IDCW) • Updated: 2025-10-01 23:06:50
  • 10
    Business
    High
    The fund is invested in a diversified portfolio of Nifty 50 companies, which are generally in future-ready sectors.
  • 10
    Growth
    High
    The fund has shown consistent revenue and profit growth aligned with the Nifty 50 index.
  • 10
    Profitability
    High
    ROE and ROCE are in line with industry standards, but OCF is slightly lower than net profit.
  • 8
    Valuation
    High
    P/E and P/B ratios are competitive compared to peers, but PEG ratio indicates potential overvaluation.
  • 7
    Balance
    High
    The fund maintains a healthy debt/equity ratio and liquidity position.
  • 6
    Governance
    Good
    Promoter holding is stable with minimal pledging, but disclosures can improve.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks remain due to market volatility.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 66 / 100 • Decent
The fund is a decent investment option with a balanced approach towards growth and stability, but investors should be cautious of market volatility.