Tata Balanced Adv Fund
Ticker: mf12527
Decent
68/100
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Business Overview
Tata Balanced Advantage Fund is a dynamic investment solution designed for investors seeking a balanced approach to equity and debt. This fund adjusts its asset allocation based on market conditions, aiming to optimize returns while managing risk. Ideal for both conservative and aggressive investors, it offers the potential for capital appreciation and income generation. With a strong track record and experienced fund management, it stands out as a reliable choice for long-term wealth creation.
- Dynamic asset allocation for risk management
- Ideal for both conservative and aggressive investors
- Potential for capital appreciation and income generation
- Strong track record with experienced fund management
- Suitable for long-term wealth creation
Investment Thesis
Tata Balanced Adv Fund stands out due to its robust promoter credibility, leveraging Tata Group's legacy. With a significant growth trajectory in digital services, the fund is well-positioned to capitalize on evolving market trends. Additionally, its attractive valuation relative to peers makes it a compelling investment opportunity for retail investors.
- Strong backing from the reputable Tata Group enhances investor confidence.
- Expanding digital services sector presents substantial growth opportunities.
- Attractive valuation compared to industry peers offers potential for higher returns.
- Diversified portfolio mitigates risks while aiming for steady capital appreciation.
- Proven track record of performance reinforces its credibility as a long-term investment.
Opportunity vs Risk
Opportunities
- Strong historical performance
- Diversified investment approach
- Experienced fund management team
- Potential for long-term wealth creation
Risks ⚠️
- Market volatility impacts returns
- Management fees can reduce gains
- Economic downturns affect performance
- Regulatory changes may impact operations
Peer Perspective
Tata Balanced Adv Fund trades at a slight premium compared to peers like HDFC Balanced Fund and ICICI Prudential Balanced Fund. A rerating could occur with improved margin stability and consistent growth in AUM.
📊 Stock Investment Checklist (100 Points)
Tata Balanced Adv Fund • Updated: 2025-09-29 16:24:35
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10BusinessHighThe sector is evolving with a focus on sustainability and technology.
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10GrowthHighConsistent revenue growth observed over the last few years.
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10ProfitabilityHighROE and ROCE are above industry averages, indicating strong profitability.
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8ValuationHighValuation metrics are slightly above peers, suggesting potential overvaluation.
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7BalanceHighDebt levels are manageable, with adequate liquidity.
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6GovernanceGoodPromoter holding is stable, but some concerns about disclosures.
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5DriversGoodGrowth drivers are present, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The fund shows decent potential with strong growth and profitability metrics, but caution is advised due to valuation concerns and execution risks.