Tata Large & Mid Cap Fund (IDCW-Payout) is a well-structured mutual fund designed for investors seeking long-term capital appreciation through a mix of large and mid-cap equities. This fund is ideal for individuals looking to diversify their portfolio while benefiting from the growth potential of established and emerging companies. With a strong track record and expert management, it offers a balanced approach to wealth creation. Investing in this fund helps you harness market opportunities while managing risk effectively.

Diversified investment in large and mid-cap stocks
Ideal for long-term wealth creation
Expert fund management for optimal returns
Regular income through IDCW payouts
Suitable for risk-averse and growth-focused investors

Investment Thesis

Tata Large & Mid Cap Fund presents a compelling investment opportunity due to its strong promoter credibility, robust growth potential in digital services, and attractive valuation compared to peers. This fund is well-positioned to capitalize on India's economic growth trajectory.

Backed by the reputable Tata Group, ensuring trust and stability.
Significant growth potential in digital services sector, aligning with market trends.
Valuation metrics indicate an attractive entry point compared to industry peers.
Diversified portfolio mitigates risks while maximizing returns.
Strong historical performance enhances investor confidence.

Opportunity vs Risk

Opportunities

Strong historical performance
Diversified portfolio exposure
Potential for long-term growth
Experienced fund management
Tax benefits on investments

Risks ⚠️

Market volatility impacts returns
Economic downturns may affect performance
High expense ratios
Regulatory changes in mutual funds
Limited liquidity in certain assets

Peer Perspective

Tata Large & Mid Cap Fund trades at a slight premium compared to peers like HDFC Mid-Cap Opportunities Fund and Axis Growth Opportunities Fund. A stable margin and consistent growth could trigger a rerating.

📊 Stock Investment Checklist (100 Points)

Tata Large & Mid Cap Fund(IDCW-Payout) • Updated: 2025-10-01 21:58:07

10

Business
High

The fund is invested in sectors that are adapting to future trends, but lacks a strong moat.
10

Growth
High

Consistent revenue growth observed, but profit growth has been volatile.
10

Profitability
High

ROE and ROCE are decent, but OCF has been inconsistent compared to net profit.
8

Valuation
High

Valuation metrics are slightly above peers, indicating potential overvaluation.
7

Balance
High

Debt levels are manageable, but liquidity could be improved.
9

Governance
High

Promoter holding is strong, but there are some concerns regarding disclosures.
6

Drivers
Good

Growth drivers are present, but execution risks remain significant.
5

Technicals
Good

Market sentiment is neutral with average liquidity.

Final Score & Verdict

Score 48 / 100 • Decent

The fund shows potential but carries risks that warrant caution for investors.