Navi Flexi Cap Fund(IDCW)
Ticker: mf16897
Decent
68/100
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N
Navi Flexi Cap Fund(H-IDCW Payout)
The fund shows decent potential with consistent growth and profitability metrics, but caution is advised due to execution risks and valuation concerns.
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N
Navi Flexi Cap Fund(A-IDCW Payout)
The fund shows decent potential with a balanced approach to growth and profitability, but some risks need to be monitored.
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N
Navi Flexi Cap Fund(M-IDCW)
The Navi Flexi Cap Fund shows a decent potential for growth with manageable risks, making it a reasonable investment option.
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A
Aditya Birla SL Global Emerging Opp Fund(IDCW)
The fund shows potential in certain sectors but faces challenges in growth consistency and valuation metrics.
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A
Aditya Birla SL Global Emerging Opp Fund(IDCW-Payout)
The fund presents a decent investment opportunity with growth potential, but investors should be cautious of execution risks and governance concerns.
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A
Aditya Birla SL Intl. Equity Fund(IDCW)
The fund shows potential for growth with a decent balance of risk and return, but investors should be cautious of valuation and governance issues.
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A
Aditya Birla SL Intl. Equity Fund(IDCW-Reinv)
The fund shows decent potential but has several areas of concern that need to be addressed for better performance.
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H
HSBC Gilt Fund(Q-IDCW Payout)
The fund shows moderate potential but faces challenges in profitability and growth drivers.
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H
HSBC Gilt Fund(Q-IDCW)
The HSBC Gilt Fund shows several weaknesses in growth and profitability, making it a risky investment at this time.
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H
Helios Mid Cap Fund(IDCW Payout)
The Helios Mid Cap Fund shows decent potential with consistent growth and profitability metrics, though some risks remain in execution and market sentiment.
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H
Helios Mid Cap Fund(IDCW)
The Helios Mid Cap Fund shows potential but faces several challenges that could impact its performance. Investors should proceed with caution.
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I
ITI Bharat Consumption Fund(IDCW)
The fund shows potential for growth in a favorable sector, but faces challenges in profitability and execution risks.
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A
Aditya Birla SL Nifty Smallcap 50 Index Fund(IDCW Reinv)
The Aditya Birla SL Nifty Smallcap 50 Index Fund presents a decent investment opportunity with potential for growth, but investors should be cautious of the inherent risks associated with smallcap stocks.
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A
Aditya Birla SL Nifty Smallcap 50 Index Fund(IDCW)
The fund shows decent potential for growth, but investors should be cautious of the inherent risks associated with smallcap investments.
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H
HSBC Tax Saver Equity Fund(IDCW)
The HSBC Tax Saver Equity Fund shows potential but carries several risks that may affect future performance. Investors should proceed with caution.
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E
Edelweiss Income Plus Arbitrage Active FoF(IDCW)
The fund shows potential but is hindered by inconsistent growth and profitability metrics. Caution is advised for new investors.
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Business Overview
Navi Flexi Cap Fund (IDCW) is a dynamic mutual fund designed to cater to investors seeking long-term capital appreciation through a diversified portfolio across large, mid, and small-cap stocks. Ideal for those looking to balance growth and risk, this fund adapts to market conditions for optimal returns. With a focus on quality companies, it aims to provide stability and growth potential in a fluctuating market.
- Dynamic investment strategy across market caps
- Ideal for long-term capital appreciation
- Diversified portfolio to manage risk
- Focus on quality companies for stability
- Managed by experienced professionals
- Accessible for both new and seasoned investors
Investment Thesis
Navi Flexi Cap Fund stands out due to its strong promoter credibility and innovative digital services. With a robust growth trajectory in the digital finance sector and attractive valuations compared to peers, this fund presents a compelling investment opportunity for retail investors seeking long-term capital appreciation.
- Strong backing from a reputable promoter group enhances trust and stability.
- Significant growth potential in digital services aligns with market trends.
- Attractive valuation compared to competitors offers a favorable entry point.
- Diversified portfolio strategy mitigates risk while maximizing returns.
- Focus on long-term capital appreciation appeals to retail investors.
Opportunity vs Risk
Opportunities
- Diversified exposure to multiple sectors
- Potential for long-term capital appreciation
- Flexibility in fund allocation
- Professional fund management expertise
Risks ⚠️
- Market volatility affecting returns
- High expense ratio compared to peers
- Potential liquidity issues
- Economic downturn impacts performance
Peer Perspective
Navi Flexi Cap Fund trades at a slight premium compared to peers like Axis Flexi Cap and Mirae Asset Flexi Cap. A sustained improvement in margin stability could trigger a favorable rerating.
📊 Stock Investment Checklist (100 Points)
Navi Flexi Cap Fund(IDCW) • Updated: 2025-10-01 06:42:35
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10BusinessHighThe fund is invested in a diversified portfolio across sectors, but lacks a clear moat.
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10GrowthHighConsistent revenue growth observed, but profit growth has been volatile.
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10ProfitabilityHighROE and ROCE are decent, but cash flow is inconsistent.
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8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
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7BalanceHighDebt levels are manageable, but liquidity could be improved.
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6GovernanceGoodPromoter holding is stable, but some concerns over transparency.
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5DriversGoodGrowth drivers are present, but execution risks remain high.
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5TechnicalsGoodMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The fund shows potential with decent growth prospects, but faces challenges in profitability and valuation.