Navi Large & Midcap Fund(H-IDCW)
Ticker: mf16773
Decent
66/100
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N
Navi Large & Midcap Fund(A-IDCW Payout)
The fund shows decent potential with a solid growth trajectory, but some risks in governance and execution should be monitored.
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N
Navi Large & Midcap Fund(IDCW Payout)
The fund shows a decent potential for growth with manageable risks, making it a reasonable investment option.
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T
Tata Income Plus Arbitrage Active FOF(IDCW)
The fund shows moderate potential but carries several risks that could impact performance.
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T
Tata Income Plus Arbitrage Active FOF(IDCW Payout)
The fund shows moderate potential but lacks strong growth drivers and competitive advantages.
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Q
Quant Commodities Fund(IDCW)
The fund operates in a challenging sector with moderate growth and profitability metrics. While there are opportunities, risks remain significant.
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A
Axis Retirement Fund-Dynamic Plan(IDCW)
The Axis Retirement Fund-Dynamic Plan shows potential for growth in a favorable sector, but faces challenges in profitability and valuation metrics.
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T
Tata Nifty Capital Markets Index Fund(IDCW Payout)
The fund shows potential in a growing sector, but faces challenges in profitability and valuation metrics.
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T
Tata Nifty Capital Markets Index Fund(IDCW)
The Tata Nifty Capital Markets Index Fund shows decent potential, but investors should be cautious of market volatility and execution risks.
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F
Franklin India Ultra Short Duration Fund(IDCW Payout)
The fund shows potential but faces challenges in profitability and liquidity, making it a cautious investment.
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F
Franklin India Ultra Short Duration Fund(IDCW)
The fund shows decent potential with moderate risks, but investors should be cautious about execution and liquidity issues.
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S
SBI FMP-51-1846D(IDCW)
The stock presents a risky investment opportunity with several concerns regarding growth and profitability metrics.
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U
Union Arbitrage Fund(IDCW Reinvest)
The fund presents several risks with limited growth prospects and profitability concerns.
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U
Union Arbitrage Fund(IDCW)
The Union Arbitrage Fund shows potential but faces challenges in growth consistency and valuation. Caution is advised for new investors.
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S
Sundaram Arbitrage Fund(M-IDCW)
The fund shows decent potential with stable operations, but growth and profitability metrics suggest caution.
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A
Aditya Birla SL CRISIL-IBX AAA NBFC-HFC Index-Dec 2025 Fund(IDCW)
The fund shows potential for moderate growth, but investors should be cautious of execution risks and valuation concerns.
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S
Sundaram Overnight Fund(M-IDCW Payout)
The fund shows decent potential with stable growth and manageable risks, but caution is advised due to execution uncertainties.
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Business Overview
Navi Large & Midcap Fund (H-IDCW) is an open-ended equity mutual fund designed for investors seeking long-term capital appreciation through a diversified portfolio of large and mid-cap stocks. Ideal for those looking to balance risk and reward, this fund aims to capture growth potential in India's dynamic market. With a focus on quality companies, it provides a strategic investment avenue for wealth creation.
- Open-ended equity mutual fund
- Focus on large and mid-cap stocks
- Designed for long-term capital appreciation
- Ideal for balanced risk and reward
- Diversified portfolio for stability
- Managed by experienced professionals
Investment Thesis
Navi Large & Midcap Fund (H-IDCW) stands out due to its strong promoter credibility, robust growth in digital services, and attractive valuation compared to peers. This combination positions the fund as a compelling investment opportunity for retail investors seeking growth and stability.
- Strong backing from a credible promoter group enhances trust and stability.
- Significant growth potential in digital services aligns with market trends.
- Attractive valuation metrics compared to industry peers offer a favorable entry point.
- Diversified portfolio strategy mitigates risk while maximizing returns.
- Consistent performance track record supports long-term investment confidence.
Opportunity vs Risk
Opportunities
- Strong historical performance
- Diversification across sectors
- Potential for long-term growth
- Experienced fund management
- Rising market capitalization
Risks ⚠️
- Market volatility impacts returns
- High expense ratio
- Regulatory changes in mutual funds
- Economic downturns affect performance
- Limited liquidity in midcaps
Peer Perspective
Navi Large & Midcap Fund trades at a discount to peers like Axis Midcap Fund and HDFC Large Cap Fund. A rerating could occur with improved margin stability and consistent growth in assets under management.
📊 Stock Investment Checklist (100 Points)
Navi Large & Midcap Fund(H-IDCW) • Updated: 2025-10-01 06:43:39
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10BusinessHighThe fund is invested 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 above industry averages, but OCF is slightly lower than net profit.
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8ValuationHighP/E and P/B ratios are competitive compared to peers.
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7BalanceHighDebt/equity ratio is manageable, with adequate reserves.
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6GovernanceGoodPromoter holding is stable, but some pledging exists.
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5DriversGoodGrowth catalysts are present, but execution risks are notable.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 66 / 100
• Decent
The fund shows decent potential with consistent growth and a manageable risk profile, but attention should be paid to execution risks and governance issues.