Nippon India BSE Sensex Next 30 Index Fund(IDCW)

Ticker: mf17663
Decent 66/100

☆ Add to Watchlist

More Options

Business Overview

The Nippon India BSE Sensex Next 30 Index Fund (IDCW) is designed for investors looking to diversify their portfolio with exposure to the next 30 large-cap companies in India, beyond the traditional Sensex. This fund is ideal for those seeking long-term capital appreciation while benefiting from the growth potential of emerging market leaders. With a focus on transparency and low costs, it offers a straightforward investment option for both new and seasoned investors.

  • Focuses on the next 30 large-cap companies in India
  • Ideal for long-term capital appreciation
  • Transparent investment strategy
  • Low expense ratio for cost-effective investing
  • Suitable for both new and experienced investors

Investment Thesis

Nippon India BSE Sensex Next 30 Index Fund offers a compelling investment opportunity, backed by a strong promoter group and credibility in the market. With the growing digital services sector, this fund is positioned for significant growth. Its attractive valuation compared to peers makes it an ideal choice for investors seeking long-term gains.

  • Strong backing from Nippon Life Insurance, enhancing credibility.
  • Exposure to high-growth digital services sector, driving future returns.
  • Attractive valuation metrics compared to industry peers.
  • Diversification across the next 30 companies in the BSE Sensex.
  • Potential for capital appreciation in a growing Indian economy.

Opportunity vs Risk

Opportunities
  • Diversified exposure to top companies
  • Potential for long-term capital growth
  • Low expense ratio compared to peers
  • Rising retail investor participation
  • Tax benefits under ELSS option
Risks ⚠️
  • Market volatility affecting returns
  • Sector concentration risk
  • Regulatory changes impacting funds
  • Economic slowdown risks
  • Currency fluctuation impact on returns

Peer Perspective

Nippon India BSE Sensex Next 30 Index Fund trades at a slight premium compared to peers like ICICI Prudential and HDFC, necessitating consistent margin stability for potential rerating in this competitive index fund segment.
📊 Stock Investment Checklist (100 Points)
Nippon India BSE Sensex Next 30 Index Fund(IDCW) • Updated: 2025-10-01 15:13:57
  • 10
    Business
    High
    The fund focuses on companies in sectors that are expected to grow, but lacks a clear moat.
  • 10
    Growth
    High
    The underlying companies have shown consistent revenue growth, but profit margins are variable.
  • 10
    Profitability
    High
    ROE and ROCE are average, with OCF showing some volatility.
  • 8
    Valuation
    High
    Valuation metrics are in line with peers, but not particularly attractive.
  • 7
    Balance
    High
    The fund holds companies with manageable debt levels, but liquidity could be better.
  • 6
    Governance
    Good
    Promoter holding is decent, but there are concerns regarding pledging.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks are significant.
  • 5
    Technicals
    Good
    Market sentiment is neutral, with moderate liquidity.
Final Score & Verdict
Score 66 / 100 • Decent
The Nippon India BSE Sensex Next 30 Index Fund presents a decent investment opportunity with moderate growth potential, but investors should be cautious of execution risks and market volatility.