Nippon India Retirement Fund-Wealth Creation(IDCW)

Ticker: mf15241
Decent 68/100

☆ Add to Watchlist

More Options

Business Overview

Nippon India Retirement Fund-Wealth Creation (IDCW) is designed to help individuals build a secure financial future for retirement. Ideal for long-term investors seeking wealth accumulation, this fund focuses on generating capital appreciation while providing regular income. It matters because it addresses the critical need for retirement planning in today's fast-paced world. By investing in this fund, you can enjoy the benefits of professional management and diversification, ensuring your savings work harder for you.

  • Designed for long-term wealth creation
  • Focuses on retirement planning
  • Offers potential capital appreciation
  • Provides regular income through dividends
  • Managed by experienced professionals
  • Diversified investment approach for risk mitigation

Opportunity vs Risk

Opportunities
  • Strong long-term growth potential
  • Diversified investment portfolio
  • Tax benefits on retirement savings
  • Professional fund management
  • Increasing awareness of retirement planning
Risks ⚠️
  • Market volatility impacts returns
  • Limited liquidity in certain funds
  • Regulatory changes affecting investments
  • Inflation eroding purchasing power
  • Management fees may reduce gains
📊 Stock Investment Checklist (100 Points)
Nippon India Retirement Fund-Wealth Creation(IDCW) • Updated: 2025-10-01 06:53:45
  • 10
    Business
    High
    The fund operates in a growing sector with a clear investment model.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed over the past few years.
  • 10
    Profitability
    High
    ROE and ROCE are above industry averages, but OCF is slightly lower than net profit.
  • 8
    Valuation
    High
    Valuation metrics are reasonable compared to peers, but not the cheapest.
  • 7
    Balance
    High
    Debt levels are manageable, with adequate reserves and liquidity.
  • 6
    Governance
    Good
    Promoter holding is strong, but some concerns over disclosures.
  • 5
    Drivers
    Good
    Growth catalysts are present, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The fund shows potential for growth with a decent risk-reward profile, but investors should be cautious of execution risks.