Navi Nifty Midcap 150 Index Fund
Ticker: mf13444
Decent
66/100
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Business Overview
The Navi Nifty Midcap 150 Index Fund is a passive investment vehicle designed to track the performance of the Nifty Midcap 150 Index. It offers investors exposure to a diversified portfolio of midcap companies in India, making it ideal for those seeking long-term capital appreciation. This fund is suitable for both new and seasoned investors looking to enhance their equity exposure with a focus on growth potential.
- Tracks the Nifty Midcap 150 Index
- Diversified exposure to midcap companies
- Ideal for long-term capital appreciation
- Low expense ratio for cost-effective investing
- Suitable for both new and experienced investors
Investment Thesis
Navi Nifty Midcap 150 Index Fund presents a compelling investment opportunity due to its strong promoter credibility, significant growth potential in digital services, and attractive valuation compared to peers. This fund is well-positioned to capitalize on the midcap growth story in India.
- Strong backing from Navi Technologies, ensuring credibility and trust.
- Exposure to a diversified portfolio of midcap stocks with high growth potential.
- Digital services sector poised for exponential growth, benefiting fund performance.
- Attractive valuation metrics compared to peer funds, offering better entry points.
- Aligned with India's economic growth trajectory, enhancing long-term returns.
Opportunity vs Risk
Opportunities
- Exposure to midcap growth potential
- Diversification across multiple sectors
- Long-term capital appreciation potential
- Lower expense ratio compared to active funds
Risks ⚠️
- Market volatility affecting midcap stocks
- Liquidity concerns during market downturns
- Potential underperformance against large caps
- Economic slowdown impacting midcap companies
📊 Stock Investment Checklist (100 Points)
Navi Nifty Midcap 150 Index Fund • Updated: 2025-09-29 16:36:24
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10BusinessHighThe fund focuses on midcap stocks which are in growth-oriented sectors, indicating a future-ready sector.
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10GrowthHighThe fund has shown consistent revenue and profit growth due to its diversified midcap exposure.
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10ProfitabilityHighROE and ROCE are average, but OCF is stable, indicating reasonable profitability.
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8ValuationHighValuation metrics like P/E and P/B are slightly above peers, suggesting a premium.
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7BalanceHighThe fund maintains a healthy balance sheet with manageable debt levels.
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6GovernanceGoodPromoter holding is decent, but there are concerns about pledging.
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5DriversGoodGrowth drivers are present, but execution risks remain due to market volatility.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 66 / 100
• Decent
The Navi Nifty Midcap 150 Index Fund presents a decent investment opportunity with growth potential, though it carries some risks associated with market volatility and valuation metrics.