Nippon India Index Fund-BSE Sensex Plan(Q-IDCW)

Ticker: mf16089
Decent 66/100

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Business Overview

The Nippon India Index Fund-BSE Sensex Plan (Q-IDCW) is a passive investment vehicle that aims to replicate the performance of the BSE Sensex, one of India's leading stock market indices. Ideal for long-term investors seeking diversified exposure to top-performing Indian companies, this fund provides a simple way to invest in the equity market without the need for active management. Its low expense ratio and transparent structure make it an attractive option for both new and seasoned investors looking to grow their wealth over time.

  • Tracks the BSE Sensex for reliable performance
  • Ideal for long-term wealth creation
  • Low expense ratio enhances returns
  • Diversifies exposure to top Indian companies
  • Suitable for both new and experienced investors

Investment Thesis

The Nippon India Index Fund-BSE Sensex Plan stands out due to its strong promoter credibility, robust growth in digital services, and attractive valuation compared to peers. This fund provides a reliable avenue for investors seeking exposure to India's leading companies while capitalizing on the growth of the digital economy.

  • Backed by Nippon Life, a reputable global financial institution.
  • Significant growth potential in digital services sector driving returns.
  • Valuation metrics favorably positioned against competitors.
  • Offers diversified exposure to top-performing Sensex stocks.
  • Ideal for long-term investors looking for stability and growth.

Opportunity vs Risk

Opportunities
  • Strong historical performance
  • Exposure to top Indian companies
  • Low expense ratio
  • Growing retail investor interest
  • Potential for long-term capital gains
Risks ⚠️
  • Market volatility
  • Economic slowdown impact
  • Regulatory changes
  • Concentration in few sectors
  • Inflation affecting returns
📊 Stock Investment Checklist (100 Points)
Nippon India Index Fund-BSE Sensex Plan(Q-IDCW) • Updated: 2025-10-01 16:19:40
  • 10
    Business
    High
    The fund is invested in a well-established index, but sector readiness varies.
  • 10
    Growth
    High
    Consistent revenue growth aligned with index performance.
  • 10
    Profitability
    High
    ROE and OCF are stable, but net profit margins are average.
  • 8
    Valuation
    High
    Valuation metrics are in line with peers, but not compelling.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 6
    Governance
    Good
    Promoter holding is decent, but some concerns over disclosures.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 66 / 100 • Decent
The fund shows decent potential with stable growth and profitability metrics, but faces challenges in governance and liquidity.