Tata Arbitrage Fund
Ticker: mf12434
Decent
68/100
☆ Add to Watchlist
More Options
H
HDFC Multi Cap Fund
The HDFC Multi Cap Fund shows decent potential with consistent growth and profitability metrics, but some execution risks remain.
View details
H
HDFC Short Term Debt Fund
The HDFC Short Term Debt Fund shows decent stability and growth potential, but with some risks in governance and market sentiment.
View details
K
Kotak Bond Short Term Fund
The Kotak Bond Short Term Fund shows decent potential with stable growth and manageable risks, making it a reasonable investment option.
View details
I
ICICI Pru Flexicap Fund
The ICICI Pru Flexicap Fund shows decent potential for growth with a solid business model and profitability metrics, but caution is advised due to valuation concerns and execution risks.
View details
H
HDFC Ultra Short Term Fund
HDFC Ultra Short Term Fund shows decent potential with stable growth and profitability metrics, but investors should remain cautious of execution risks.
View details
K
Kotak Corporate Bond Fund
The Kotak Corporate Bond Fund shows decent potential but faces challenges in profitability and market competition.
View details
K
Kotak Balanced Advantage Fund
The Kotak Balanced Advantage Fund shows a decent investment potential with stable growth and profitability metrics, though some execution risks remain.
View details
K
Kotak Small Cap Fund
The Kotak Small Cap Fund presents a risky investment opportunity with moderate growth potential but significant execution risks.
View details
I
ICICI Pru Ultra Short Term Fund Fund
The fund shows decent potential with stable growth and profitability metrics, but some risks in governance and execution need to be monitored.
View details
M
Mirae Asset Midcap Fund
The Mirae Asset Midcap Fund shows potential for growth, but investors should be cautious of valuation and execution risks.
View details
D
DSP Small Cap Fund
The DSP Small Cap Fund shows potential but carries risks associated with small cap volatility and inconsistent growth.
View details
H
HDFC ELSS Tax saver
HDFC ELSS Tax Saver shows decent potential with consistent growth and profitability, but attention should be paid to governance and execution risks.
View details
D
DSP ELSS Tax Saver Fund
The DSP ELSS Tax Saver Fund shows decent potential with consistent growth and profitability metrics, but faces challenges in governance and market execution risks.
View details
H
HSBC Liquid Fund
HSBC Liquid Fund is a decent investment option with stable growth and profitability metrics, though some execution risks remain.
View details
S
SBI Short Term Debt Fund
The SBI Short Term Debt Fund shows decent potential but faces challenges in profitability and liquidity.
View details
S
SBI Magnum Ultra Short Duration Fund
The SBI Magnum Ultra Short Duration Fund shows decent potential but faces challenges in profitability and growth drivers.
View details
Business Overview
Tata Arbitrage Fund is a unique investment option designed for investors seeking to capitalize on price discrepancies in the stock market while minimizing risk. Ideal for conservative investors looking for stable returns, this fund leverages arbitrage opportunities across equity and derivatives markets. It provides liquidity, tax efficiency, and the potential for consistent income, making it a valuable addition to a diversified portfolio.
- Designed for risk-averse investors
- Capitalizes on market inefficiencies
- Offers liquidity and tax benefits
- Potential for stable, consistent returns
- Aims to enhance portfolio diversification
Investment Thesis
Tata Arbitrage Fund stands out due to its strong promoter credibility, robust growth in digital services, and attractive valuation compared to peers. This positions it as a compelling choice for investors seeking stability and growth in the equity market.
- Strong backing from the Tata Group enhances credibility and trust.
- Digital services are witnessing exponential growth, offering significant upside potential.
- Attractive valuation metrics compared to industry peers make it a prudent investment.
- Focus on capital preservation while optimizing returns through arbitrage strategies.
- Proven track record of consistent performance adds to investor confidence.
Opportunity vs Risk
Opportunities
- Diversification across multiple assets
- Potential for steady returns
- Low correlation with equity markets
- Tax efficiency for long-term investors
Risks ⚠️
- Market volatility affecting returns
- Interest rate fluctuations impact performance
- Limited liquidity in certain conditions
- Regulatory changes may affect operations
Peer Perspective
Tata Arbitrage Fund trades at a slight premium compared to peers like HDFC Arbitrage Fund and ICICI Prudential Arbitrage Fund. A rerating could occur if it demonstrates consistent margin stability amidst volatile market conditions.
📊 Stock Investment Checklist (100 Points)
Tata Arbitrage Fund • Updated: 2025-09-29 16:24:24
-
10BusinessHighThe fund operates in a sector that is adapting to market changes, but lacks a strong competitive moat.
-
10GrowthHighRevenue growth has been inconsistent, with fluctuations in profit margins.
-
10ProfitabilityHighROE and ROCE are moderate, with cash flow showing some volatility.
-
8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
-
7BalanceHighThe balance sheet shows manageable debt levels, but liquidity could be improved.
-
6GovernanceGoodPromoter holding is stable, but there are concerns regarding transparency in disclosures.
-
5DriversGoodGrowth drivers are limited, with execution risks present in current strategies.
-
5TechnicalsGoodMarket sentiment is neutral, with low liquidity affecting price action.
Final Score & Verdict
Score 68 / 100
• Decent
The Tata Arbitrage Fund shows potential but faces challenges in growth consistency and valuation metrics. Investors should proceed with caution.