Tata Mid Cap Fund(IDCW)
Ticker: mf14962
Decent
68/100
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T
Tata Ultra Short Term Fund(M-IDCW Payout)
The fund shows decent potential with stable growth and profitability metrics, though some risks remain.
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T
Tata Ultra Short Term Fund(W-IDCW Payout)
The fund shows decent potential but faces challenges in profitability and valuation metrics.
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T
Tata Ultra Short Term Fund(M-IDCW)
The Tata Ultra Short Term Fund shows decent potential with stable growth prospects, but caution is advised due to some risks in profitability and valuation metrics.
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T
Tata Ultra Short Term Fund(W-IDCW)
The Tata Ultra Short Term Fund shows decent potential with stable growth and profitability metrics, but investors should be cautious of execution risks.
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F
Franklin India Multi Cap Fund(IDCW)
The fund shows decent potential with a diversified approach and consistent growth, but some risks in governance and execution need to be monitored.
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F
Franklin India Multi Cap Fund(IDCW Payout)
The fund shows decent potential with a diversified portfolio and consistent growth, but some governance and execution risks need to be monitored.
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E
Edelweiss Small Cap Fund(IDCW)
The fund shows potential but faces challenges in growth consistency and profitability metrics. Caution is advised.
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D
DSP Banking & PSU Debt Fund(Q-IDCW Reinv)
The fund shows decent potential but faces challenges in growth and profitability. Caution is advised.
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D
DSP Banking & PSU Debt Fund(M-IDCW Reinv)
The fund presents several risks with limited growth potential and profitability concerns.
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D
DSP Banking & PSU Debt Fund(IDCW-Reinv)
The fund operates in a stable sector with moderate growth potential, but faces challenges in profitability and market sentiment.
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D
DSP Banking & PSU Debt Fund(Q-IDCW)
The fund shows decent potential but faces challenges in growth and profitability.
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D
DSP Banking & PSU Debt Fund(M-IDCW)
The fund shows moderate potential with some risks, particularly in growth and profitability metrics.
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D
DSP Banking & PSU Debt Fund(W-IDCW)
The fund shows decent potential but is hindered by inconsistent growth and profitability metrics.
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D
DSP Banking & PSU Debt Fund(DD-IDCW)
The fund shows potential but is hindered by inconsistent growth and profitability metrics, making it a risky investment.
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D
DSP Banking & PSU Debt Fund(IDCW)
The fund shows decent potential but faces challenges in growth and valuation metrics.
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U
UTI Large & Mid Cap Fund(IDCW)
The UTI Large & Mid Cap Fund shows decent potential for growth, but investors should be cautious of valuation and execution risks.
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Business Overview
Tata Mid Cap Fund (IDCW) is a dynamic mutual fund designed for investors seeking long-term capital appreciation through exposure to mid-cap stocks. Ideal for those looking to diversify their portfolio, this fund focuses on high-growth potential companies in India’s vibrant mid-cap sector. It matters because mid-cap stocks often offer higher returns compared to large caps, making it a strategic choice for growth-oriented investors. With a strong management team and a disciplined investment approach, Tata Mid Cap Fund aims to deliver consistent performance.
- Focuses on mid-cap stocks for growth potential
- Ideal for long-term investors
- Managed by experienced professionals
- Aims for capital appreciation
- Diversifies investment portfolio effectively
Investment Thesis
Tata Mid Cap Fund (IDCW) stands out due to its strong promoter credibility, robust growth potential in digital services, and attractive valuation compared to peers. This combination positions it as a compelling investment opportunity for retail investors seeking long-term growth in the mid-cap segment.
- Backed by the reputable Tata Group, ensuring trust and stability.
- Significant growth potential in the digital services sector, aligning with market trends.
- Valuation metrics are favorable compared to peer funds, enhancing investment appeal.
- Focus on mid-cap stocks offers a balanced risk-reward profile.
- Strong historical performance reinforces confidence in future returns.
Opportunity vs Risk
Opportunities
- Strong growth potential in mid-cap sector
- Diversification across various industries
- Attractive long-term returns expected
- Experienced fund management team
Risks ⚠️
- Market volatility affecting mid-cap stocks
- Economic downturn impacting performance
- High expense ratio compared to peers
- Less liquidity than large-cap funds
Peer Perspective
Tata Mid Cap Fund is currently trading at a slight premium compared to peers like HDFC Mid-Cap Opportunities Fund and Axis Midcap Fund. A sustained improvement in margin stability could trigger a potential rerating.
📊 Stock Investment Checklist (100 Points)
Tata Mid Cap Fund(IDCW) • Updated: 2025-10-01 07:26:08
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10BusinessHighThe sector shows potential for growth but lacks a strong moat.
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10GrowthHighRevenue and profit growth have been inconsistent.
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10ProfitabilityHighROE and ROCE are moderate; OCF is not consistently higher than net profit.
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8ValuationHighValuation metrics are above peers, indicating potential overvaluation.
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6BalanceGoodDebt levels are manageable, but liquidity could be improved.
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7GovernanceHighPromoter holding is decent, but there are concerns about disclosures.
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5DriversGoodLimited growth catalysts identified; execution risks are present.
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5TechnicalsGoodMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The Tata Mid Cap Fund shows potential but has several areas of concern that need to be addressed for better performance.