Navi Flexi Cap Fund(H-IDCW)

Ticker: mf16893
Decent 66/100

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Business Overview

Navi Flexi Cap Fund (H-IDCW) is a dynamic mutual fund designed to cater to investors seeking long-term capital appreciation through a diversified equity portfolio. This fund invests across large, mid, and small-cap companies, making it suitable for individuals looking to balance growth and risk. With a focus on quality stocks, it aims to deliver consistent returns while adapting to market conditions.

  • Diversified investment across market caps
  • Focus on long-term capital growth
  • Managed by experienced professionals
  • Suitable for risk-tolerant investors
  • Regular income through the Income Distribution cum Capital Withdrawal (IDCW) option

Opportunity vs Risk

Opportunities
  • Diversified investment across sectors
  • Potential for high long-term returns
  • Flexibility in market conditions
  • Professional fund management expertise
Risks ⚠️
  • Market volatility affecting returns
  • Economic downturn impact
  • Management fees reduce profits
  • Regulatory changes in mutual funds

Peer Perspective

Navi Flexi Cap Fund trades at a slight premium compared to peers like Axis Flexi Cap and Kotak Flexi Cap. A sustained improvement in margin stability could trigger a rerating, enhancing its attractiveness for investors.
📊 Stock Investment Checklist (100 Points)
Navi Flexi Cap Fund(H-IDCW) • Updated: 2025-10-01 15:12:09
  • 10
    Business
    High
    The fund operates in a future-ready sector with a clear investment model.
  • 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 reasonable compared to peers, but P/E is on the higher side.
  • 7
    Balance
    High
    Debt levels are manageable, with adequate liquidity.
  • 6
    Governance
    Good
    Promoter holding is strong, but some pledging exists.
  • 5
    Drivers
    Good
    Growth catalysts are present, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 66 / 100 • Decent
The Navi Flexi Cap Fund shows decent potential with consistent growth and reasonable valuations, but some risks in execution and governance need to be monitored.