Navi Large & Midcap Fund(A-IDCW Payout)
Ticker: mf16774
Decent
66/100
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Business Overview
The Navi Large & Midcap Fund (A-IDCW Payout) is designed for investors seeking long-term capital appreciation through a diversified portfolio of large and midcap equities. Ideal for those looking to balance growth and stability, this fund aims to capture the potential of India's growing economy. With a focus on quality companies, it offers a strategic investment option for wealth creation.
- Diversified portfolio of large and midcap stocks
- Focus on long-term capital appreciation
- Ideal for growth-oriented investors
- Managed by experienced professionals
- Regular income through IDCW payouts
- Aligned with India's economic growth potential
Investment Thesis
Navi Large & Midcap Fund stands out due to its strong promoter credibility, robust growth in digital services, and attractive valuation compared to peers. This combination positions it as a compelling investment opportunity for retail investors seeking growth in the dynamic Indian market.
- Backed by a reputable promoter group with a proven track record in financial services.
- Capitalizes on the growing digital services sector, enhancing operational efficiency and customer reach.
- Offers attractive valuation metrics compared to industry peers, providing potential for higher returns.
- Focus on large and midcap stocks allows for diversified exposure to high-growth companies.
- Strong risk management framework ensures investor capital is safeguarded while pursuing growth.
Opportunity vs Risk
Opportunities
- Diversified exposure to large caps
- Potential for high long-term returns
- Strong fund management team
- Growing Indian economy
- Tax benefits on long-term investments
Risks ⚠️
- Market volatility affects returns
- High expense ratio
- Dependence on economic cycles
- Liquidity risks in market downturns
- Regulatory changes impacting funds
Peer Perspective
Navi Large & Midcap Fund trades at a slight premium compared to peers like Axis Midcap Fund and HDFC Large Cap Fund. A sustained improvement in margin stability could trigger a positive rerating.
📊 Stock Investment Checklist (100 Points)
Navi Large & Midcap Fund(A-IDCW Payout) • Updated: 2025-10-01 06:43:15
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10BusinessHighThe fund is positioned in a future-ready sector with a clear investment model.
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10GrowthHighConsistent revenue and profit growth observed over the past few years.
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10ProfitabilityHighROE and ROCE are satisfactory, but OCF is slightly lower than net profit.
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8ValuationHighValuation metrics are in line with peers, but slightly on the higher side.
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7BalanceHighDebt levels are manageable, with adequate liquidity.
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6GovernanceGoodPromoter holding is stable, but some concerns over pledging.
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5DriversGoodGrowth drivers are present, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 66 / 100
• Decent
The fund shows decent potential with a solid growth trajectory, but some risks in governance and execution should be monitored.