Navi Large & Midcap Fund(IDCW)
Ticker: mf16772
Decent
66/100
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N
Navi Large & Midcap Fund(H-IDCW)
The fund shows decent potential with consistent growth and a manageable risk profile, but attention should be paid to execution risks and governance issues.
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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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Business Overview
Navi Large & Midcap Fund (IDCW) is an open-ended equity mutual fund designed to provide investors with exposure to large and mid-cap companies in India. Ideal for investors seeking long-term capital appreciation, this fund aims to balance growth and stability. With a focus on quality stocks, it offers a diversified investment approach, making it suitable for both new and seasoned investors. By investing in this fund, you can participate in India's economic growth while managing risk effectively.
- Open-ended equity mutual fund
- Targets large and mid-cap companies
- Ideal for long-term capital appreciation
- Diversified investment approach
- Suitable for new and seasoned investors
- Focus on quality stocks for balanced growth
Investment Thesis
Navi Large & Midcap Fund stands out due to its strong promoter credibility, leveraging digital services to capture growth in a rapidly evolving market. With attractive valuations compared to peers, this fund presents a compelling opportunity for investors seeking long-term gains in India's dynamic equity landscape.
- Strong backing from Navi Technologies, enhancing trust and stability.
- Significant growth potential in digital financial services sector.
- Attractive valuation metrics compared to industry peers.
- Diversified exposure to large and midcap segments for balanced risk.
- Strategic focus on innovation and technology-driven investment strategies.
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 impacts returns
- Possible underperformance against benchmarks
- High expense ratios
- Regulatory changes affecting funds
- Economic downturns may reduce growth
Peer Perspective
Navi Large & Midcap Fund trades at a slight premium compared to peers like Axis Midcap Fund and HDFC Large Cap Fund. A rerating could occur with consistent margin stability and improved growth metrics.
📊 Stock Investment Checklist (100 Points)
Navi Large & Midcap Fund(IDCW) • Updated: 2025-10-01 06:44:00
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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 below net profit.
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8ValuationHighValuation metrics are reasonable compared to peers.
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7BalanceHighDebt levels are manageable with adequate liquidity.
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6GovernanceGoodPromoter holding is stable, but some concerns about disclosures.
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5DriversGoodGrowth catalysts 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 potential for growth with a decent risk profile, but investors should be cautious of execution risks.