Tata Retirement Sav Fund - Mod Plan
Ticker: mf12876
Decent
68/100
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Business Overview
The Tata Retirement Savings Fund - Moderate Plan is designed to help individuals secure their financial future post-retirement. This fund is ideal for those looking to build a stable corpus while balancing growth and safety. It emphasizes long-term wealth creation through a mix of equity and debt investments, catering to the needs of conservative investors. With professional management and a focus on risk-adjusted returns, it offers peace of mind for a comfortable retirement.
- Designed for retirement planning
- Balanced approach to growth and safety
- Suitable for conservative investors
- Professionally managed for optimal returns
- Encourages disciplined saving habits
Opportunity vs Risk
Opportunities
- Tax benefits on contributions
- Long-term wealth creation potential
- Diversified investment portfolio
- Professional fund management
- Stable returns in retirement planning
Risks ⚠️
- Market volatility affecting returns
- Inflation may erode purchasing power
- Liquidity constraints on withdrawals
- Regulatory changes impacting funds
- Management fees reducing overall gains
📊 Stock Investment Checklist (100 Points)
Tata Retirement Sav Fund - Mod Plan • Updated: 2025-09-29 15:52:03
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10BusinessHighThe sector is evolving with increasing demand for retirement solutions.
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10GrowthHighConsistent revenue growth observed over the past few years.
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10ProfitabilityHighROE and OCF are healthy, but net profit margins are average.
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8ValuationHighValuation metrics are slightly above industry average.
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7BalanceHighDebt levels are manageable with good liquidity.
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6GovernanceGoodPromoter holding is strong, but some pledging exists.
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5DriversGoodGrowth catalysts 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 potential with a decent growth outlook, but investors should be cautious of execution risks and valuation concerns.