Tata Small Cap Fund(IDCW-Payout)
Ticker: mf14509
Risky
48/100
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T
Tata Small Cap Fund(IDCW)
The Tata Small Cap Fund shows potential for growth but comes with risks related to execution and market volatility.
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P
PGIM India Midcap Fund(IDCW)
The fund shows decent potential with consistent growth, but faces some risks in execution and valuation compared to peers.
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H
HDFC Overnight Fund(DD-IDCW)
The HDFC Overnight Fund shows decent potential for growth and stability, making it a reasonable investment option.
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D
DSP Aggressive Hybrid Fund(IDCW)
The DSP Aggressive Hybrid Fund shows decent potential with consistent growth and profitability metrics, though some risks in execution and governance should be monitored.
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D
DSP Aggressive Hybrid Fund(IDCW-Reinv)
The DSP Aggressive Hybrid Fund shows decent potential with a balanced approach to growth and profitability, though some risks remain.
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S
SBI Magnum Gilt Fund(IDCW-Payout)
The fund shows decent potential with stable returns, but investors should be cautious of interest rate risks and market volatility.
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S
SBI Magnum Gilt Fund(IDCW)
The fund has a decent score reflecting stable performance but faces challenges in growth and market conditions.
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E
Edelweiss Mid Cap Fund(IDCW)
The fund shows decent potential with consistent growth, but faces challenges in profitability and valuation compared to peers.
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N
Nippon India Ultra Short Duration Fund(Q-IDCW)
The fund shows potential but carries significant risks, particularly in governance and execution.
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N
Nippon India Ultra Short Duration Fund(M-IDCW)
The fund shows moderate potential but lacks strong growth drivers and profitability metrics.
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N
Nippon India Ultra Short Duration Fund(W-IDCW)
The fund shows decent potential with stable growth and profitability metrics, but some risks remain.
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N
Nippon India Ultra Short Duration Fund(DD-IDCW)
The fund shows decent potential with stable growth and profitability metrics, but some execution risks exist.
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C
Canara Rob Equity Hybrid Fund(M-IDCW)
The fund shows a decent potential for growth with manageable risks, making it a reasonable investment option.
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B
Bandhan Bond Fund - Short Term Plan(Q-IDCW)
The fund shows potential but is hindered by several risks and a lack of strong growth drivers.
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B
Bandhan Bond Fund - Short Term Plan(A-IDCW Reinv)
The fund shows decent potential but is hindered by inconsistent profitability and limited growth drivers.
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B
Bandhan Bond Fund - Short Term Plan(P-IDCW)Exch Reinv
The Bandhan Bond Fund shows decent potential but faces challenges in growth and profitability metrics. Investors should be cautious and monitor market conditions closely.
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Business Overview
The Tata Small Cap Fund (IDCW-Payout) is a dynamic mutual fund designed for investors seeking long-term capital appreciation through investments in small-cap stocks. Ideal for risk-tolerant investors, this fund focuses on companies with high growth potential, making it a great choice for those looking to diversify their portfolio. With a strong track record and professional management, it aims to deliver consistent returns over time. Invest in this fund to harness the growth of emerging businesses in India.
- Focuses on high-growth small-cap stocks
- Ideal for long-term capital appreciation
- Managed by experienced professionals
- Diversifies your investment portfolio
- Suitable for risk-tolerant investors
Investment Thesis
Tata Small Cap Fund stands out due to its strong promoter credibility and robust growth potential in digital services. With an attractive valuation compared to peers, it presents a compelling opportunity for retail investors seeking long-term capital appreciation.
- Backed by the reputable Tata Group, ensuring trust and stability.
- Significant growth potential in the digital services sector, aligning with market trends.
- Attractive valuation metrics compared to similar funds, enhancing investment appeal.
- Focus on small-cap stocks provides exposure to high-growth companies.
- Strong historical performance indicates effective fund management and strategy.
Opportunity vs Risk
Opportunities
- High growth potential in small caps
- Diversification across various sectors
- Strong historical performance
- Access to emerging market leaders
Risks ⚠️
- Market volatility in small caps
- Potential liquidity issues
- Economic downturn impacts
- Regulatory changes affecting investments
Peer Perspective
Tata Small Cap Fund is currently trading at a slight premium compared to peers like Nippon India Small Cap Fund and SBI Small Cap Fund. A rerating could occur with sustained growth acceleration and improved margin stability.
📊 Stock Investment Checklist (100 Points)
Tata Small Cap Fund(IDCW-Payout) • Updated: 2025-10-01 07:29:13
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10BusinessHighThe sector shows potential but lacks a strong moat.
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10GrowthHighRevenue and profit growth have been inconsistent.
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10ProfitabilityHighROE and ROCE are below industry averages.
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8ValuationHighValuation metrics are higher compared to peers.
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6BalanceGoodDebt levels are manageable but liquidity is a concern.
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7GovernanceHighPromoter holding is decent, but there are some pledging issues.
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5DriversGoodLimited growth catalysts identified.
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5TechnicalsGoodMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 48 / 100
• Risky
The fund presents several risks with inconsistent growth and profitability metrics, making it a risky investment at this time.