Tata Dividend Yield Fund

Ticker: mf13135
Decent 70/100

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Business Overview

Tata Dividend Yield Fund is a mutual fund designed for investors seeking regular income through dividends while benefiting from long-term capital appreciation. Ideal for conservative investors and retirees, this fund focuses on high-dividend yielding stocks, providing a balanced approach to wealth creation. Its disciplined investment strategy and strong track record make it a reliable choice for those looking to enhance their portfolio with stable returns. With professional management and a commitment to transparency, Tata Dividend Yield Fund stands out as a trustworthy investment option.

  • Focuses on high-dividend yielding stocks
  • Ideal for conservative and income-seeking investors
  • Aims for long-term capital appreciation
  • Managed by experienced professionals
  • Transparent investment approach
  • Strong historical performance

Opportunity vs Risk

Opportunities
  • Consistent dividend payouts
  • Strong historical performance
  • Diversified portfolio exposure
  • Growing market demand for dividends
Risks ⚠️
  • Market volatility impacts returns
  • Interest rate fluctuations
  • Economic downturns affect dividends
  • Management fees may reduce profits
📊 Stock Investment Checklist (100 Points)
Tata Dividend Yield Fund • Updated: 2025-09-29 16:26:06
  • 10
    Business
    High
    The sector is stable but lacks significant future-ready innovations.
  • 10
    Growth
    High
    Revenue growth has been consistent, but profit margins are under pressure.
  • 10
    Profitability
    High
    ROE and ROCE are decent, but OCF is fluctuating.
  • 10
    Valuation
    High
    Valuation metrics are in line with peers, but not compelling.
  • 8
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 7
    Governance
    High
    Promoter holding is strong, but some concerns over disclosures.
  • 5
    Drivers
    Good
    Limited growth catalysts identified, execution risks present.
  • 3
    Technicals
    Low
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 70 / 100 • Decent
The Tata Dividend Yield Fund shows decent potential but faces challenges in growth and profitability metrics.


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