Nippon India Floater Fund(IDCW)
Ticker: mf14697
Decent
48/100
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N
Nippon India Floater Fund(Q-IDCW)
The Nippon India Floater Fund shows decent potential but is not without its risks. Investors should be cautious and consider the volatility in profit margins and cash flow.
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N
Nippon India Floater Fund(W-IDCW)
The fund shows decent potential but lacks strong growth drivers and has some risks that need to be monitored.
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N
Nippon India Floater Fund(M-IDCW)
The Nippon India Floater Fund shows decent potential but faces challenges in growth consistency and profitability metrics.
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N
Nippon India Floater Fund(DD-IDCW)
The fund shows decent potential but faces challenges in profitability and market positioning.
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A
Aditya Birla SL Balanced Advantage Fund(IDCW-Payout)
The fund shows a decent performance with potential for growth, but investors should be cautious of execution risks.
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A
Aditya Birla SL Balanced Advantage Fund(IDCW)
The fund shows decent potential with a balanced approach to growth and risk management.
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I
Invesco India Large & Mid Cap Fund(IDCW)
The fund shows decent potential with consistent growth, but faces challenges in valuation and governance aspects.
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K
Kotak Aggressive Hybrid Fund(IDCW Payout)
The fund shows a decent potential for growth with manageable risks, making it a reasonable investment choice.
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K
Kotak Aggressive Hybrid Fund(IDCW)
The Kotak Aggressive Hybrid Fund shows decent potential with a balanced approach to growth and profitability, though some risks remain.
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M
Mirae Asset Focused Fund(IDCW)
Mirae Asset Focused Fund shows a decent investment potential with solid fundamentals and growth prospects, though some execution risks exist.
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I
Invesco India Midcap Fund(IDCW)
The fund shows decent potential but faces challenges in profitability and execution risks.
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I
Invesco India Smallcap Fund(IDCW)
The fund shows decent potential with consistent growth, but faces valuation concerns and execution risks.
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F
Franklin India Large Cap Fund(IDCW)
The fund shows decent potential with a strong focus on large-cap stocks, but investors should be cautious of execution risks.
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F
Franklin India Large Cap Fund(IDCW Payout)
The fund shows decent potential with stable growth and profitability metrics, but caution is advised due to valuation concerns and execution risks.
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I
ICICI Pru Infrastructure Fund(IDCW-Payout)
The fund has potential but faces several challenges that could impact performance.
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I
ICICI Pru Infrastructure Fund(IDCW)
The fund is positioned in a critical sector with growth potential, but faces challenges that could impact performance.
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Business Overview
Nippon India Floater Fund (IDCW) is an open-ended debt mutual fund designed for investors seeking stable income with lower interest rate risk. It primarily invests in floating rate instruments, making it suitable for those looking to hedge against interest rate fluctuations. This fund is ideal for conservative investors who prioritize capital preservation while earning attractive returns. With a focus on liquidity and regular income, it stands out as a reliable choice for wealth creation over the long term.
- Open-ended debt mutual fund
- Invests in floating rate instruments
- Ideal for conservative investors
- Hedges against interest rate fluctuations
- Focus on capital preservation and liquidity
- Regular income generation potential
Investment Thesis
Nippon India Floater Fund stands out due to its strong promoter credibility and robust digital services growth potential. With attractive valuations compared to peers, it offers a compelling investment opportunity for retail investors seeking stability and growth in a dynamic market.
- Backed by a reputable promoter group, ensuring trust and reliability.
- Significant growth potential in digital services, tapping into evolving consumer needs.
- Attractive valuation metrics compared to industry peers, enhancing upside potential.
- Strong track record in fund management, instilling confidence among investors.
- Diversified investment strategy, reducing risk while aiming for consistent returns.
Opportunity vs Risk
Opportunities
- Stable income from floating rates
- Potential for capital appreciation
- Diversification in fixed income
- Suitable for rising interest rates
Risks ⚠️
- Interest rate fluctuations
- Credit risk of underlying bonds
- Market volatility impact
- Liquidity concerns in downturns
Peer Perspective
Nippon India Floater Fund trades at a slight premium compared to peers like HDFC and ICICI floater funds. A rerating could occur if interest rates stabilize, enhancing margin stability and attracting more investors.
📊 Stock Investment Checklist (100 Points)
Nippon India Floater Fund(IDCW) • Updated: 2025-10-01 06:46:54
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10BusinessHighThe sector is stable but lacks significant growth drivers.
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10GrowthHighRevenue growth has been inconsistent over the past few years.
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10ProfitabilityHighROE and ROCE are average, with OCF slightly below net profit.
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8ValuationHighValuation metrics are in line with peers but show limited upside.
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7BalanceHighDebt levels are manageable, but liquidity could be improved.
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6GovernanceGoodPromoter holding is decent, but there are concerns about disclosures.
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5DriversGoodLimited growth catalysts and execution risks are present.
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5TechnicalsGoodMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 48 / 100
• Decent
The Nippon India Floater Fund shows moderate potential but faces challenges in growth and profitability.