Nippon India Inv-Annual-I
Ticker: mf14033
Decent
68/100
☆ Add to Watchlist
More Options
E
Edelweiss Multi Asset Omni FoF
The fund shows potential with a decent score, but there are areas of concern that need to be addressed for better performance.
View details
U
Union Diversified Equity All Cap Active FOF
The fund shows potential with a diversified approach but faces challenges in execution and market sentiment.
View details
A
Angel One Gold ETF FOF
The Angel One Gold ETF FOF presents a decent investment opportunity with moderate growth potential and acceptable risk factors.
View details
A
Axis Nifty500 Quality 50 Index Fund
The Axis Nifty500 Quality 50 Index Fund presents a decent investment opportunity with a focus on quality companies, though some risks remain.
View details
S
SBI Dynamic Asset Allocation Active FoF
The fund shows decent potential with a balanced approach to growth and risk management, but investors should remain cautious of execution risks.
View details
B
Bandhan BSE India Sector Leaders Index Fund
The fund shows decent potential but faces challenges in profitability and valuation compared to peers.
View details
B
Baroda BNP Paribas Business Conglomerates Fund
The fund shows potential but faces challenges in growth consistency and profitability metrics. Caution is advised.
View details
H
HDFC Balanced Advantage Fund(IDCW)
The HDFC Balanced Advantage Fund shows a decent potential for growth with manageable risks, making it a reasonable investment option.
View details
H
HDFC Balanced Advantage Fund(IDCW-Reinv)
The fund shows decent potential with consistent growth and profitability metrics, but investors should be cautious of execution risks and market valuations.
View details
H
HDFC Mid Cap Fund(IDCW)
The HDFC Mid Cap Fund shows decent potential for growth but has some risks that need to be monitored.
View details
H
HDFC Mid Cap Fund(IDCW Reinvest)
The HDFC Mid Cap Fund shows decent potential for growth, but investors should be cautious of valuation and execution risks.
View details
H
HDFC Flexi Cap Fund(IDCW)
HDFC Flexi Cap Fund shows solid fundamentals and growth potential, making it a decent investment option.
View details
H
HDFC Flexi Cap Fund(IDCW-Reinv)
The HDFC Flexi Cap Fund shows decent potential with strong growth and profitability metrics, but investors should be cautious of execution risks.
View details
S
SBI Equity Hybrid Fund(IDCW-Payout)
The fund shows potential for moderate growth, but investors should be cautious of market volatility and execution risks.
View details
S
SBI Equity Hybrid Fund(IDCW)
The SBI Equity Hybrid Fund shows decent potential with consistent growth and a solid business model, though some risks in execution and governance should be monitored.
View details
K
Kotak Arbitrage Fund(M-IDCW Payout)
The Kotak Arbitrage Fund shows decent potential with stable growth and acceptable profitability, but faces challenges in competitive positioning and liquidity.
View details
Business Overview
Nippon India Inv-Annual-I is a mutual fund designed for investors seeking long-term wealth creation through a diversified portfolio. It caters to individuals looking for a balanced approach to investment, combining equity and debt for optimal returns. This fund is managed by experienced professionals, ensuring strategic asset allocation and risk management. Its focus on consistent performance makes it a reliable choice for both new and seasoned investors in India.
- Long-term wealth creation
- Diversified portfolio of equity and debt
- Managed by experienced professionals
- Focus on consistent performance
- Ideal for both new and seasoned investors
Investment Thesis
Nippon India Inv-Annual-I stands out due to its robust promoter credibility, significant growth potential in digital services, and attractive valuation compared to peers. This combination positions it as a strong contender for investors seeking long-term gains in the evolving financial landscape.
- Strong backing from Nippon Life, enhancing credibility and trust.
- Expanding digital services portfolio poised for substantial growth.
- Attractive valuation metrics compared to industry peers.
- Focus on innovation and customer-centric solutions.
- Proven track record of performance and stability.
Opportunity vs Risk
Opportunities
- Strong market presence in India
- Diverse investment portfolio
- Growing demand for mutual funds
- Experienced management team
Risks ⚠️
- Market volatility impacts returns
- Regulatory changes in finance
- High competition in sector
- Economic downturn affecting investments
Peer Perspective
Nippon India Inv-Annual-I trades at a slight premium compared to peers like HDFC Mutual Fund and ICICI Prudential, necessitating consistent margin stability and growth acceleration for a potential rerating in the competitive mutual fund landscape.
📊 Stock Investment Checklist (100 Points)
Nippon India Inv-Annual-I • Updated: 2025-09-29 15:08:05
-
10BusinessHighThe sector is evolving with a focus on digitalization, but competition is increasing.
-
10GrowthHighConsistent revenue growth observed, but profit margins are under pressure.
-
10ProfitabilityHighROE and ROCE are decent, but OCF is fluctuating.
-
8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
-
7BalanceHighModerate debt levels, but liquidity is adequate.
-
6GovernanceGoodPromoter holding is stable, but there are concerns about transparency.
-
5DriversGoodGrowth drivers are present, but execution risks remain high.
-
5TechnicalsGoodMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The stock shows decent potential but faces challenges in profitability and valuation metrics. Caution is advised.