Portfolio Alerts Watch List Cart

Tata BSE Select Business Groups Index Fund(IDCW Payout)

Ticker: mf17011
Decent 72/100

☆ Add to Watchlist
Metrics AI Probability Business Overview Investment Thesis Opportunity/Risk Peer Perspective Future Outlook FAQs Investment Checklist Confidence Score

More Options

T
Tata BSE Select Business Groups Index Fund(IDCW)
Score 66/100 Decent
The fund shows decent potential with moderate risks, but investors should be cautious about execution and governance issues.
View details
B
Bank of India Large Cap Fund(IDCW)
Score 66/100 Decent
The Bank of India Large Cap Fund shows decent potential for growth, but investors should be cautious due to competitive pressures and execution risks.
View details
S
SBI FMP-68-1302D(IDCW)
Score 63/100 Decent
The stock shows moderate potential but lacks strong growth drivers and profitability consistency.
View details
A
Aditya Birla SL Nifty Next 50 Index Fund(IDCW)
Score 66/100 Decent
The Aditya Birla SL Nifty Next 50 Index Fund presents a decent investment opportunity with a diversified portfolio and growth potential, but investors should be cautious of market volatility and execution risks.
View details
B
Bank of India Ultra Short Duration Fund(W-IDCW)
Score 70/100 Decent
The fund shows potential for moderate returns, but investors should be cautious of market volatility and execution risks.
View details
B
Bank of India Ultra Short Duration Fund(DD-IDCW)
Score 68/100 Decent
The fund shows decent potential with moderate risks, but investors should be cautious of market volatility and execution challenges.
View details
H
HDFC Charity Fund for Cancer Cure-Direct Plan-(75% IDCW Donation Option)
Score 48/100 Risky
The fund faces significant challenges in growth and profitability, making it a risky investment.
View details
H
HDFC Charity Fund for Cancer Cure-Direct Plan-(50% IDCW Donation Option)
Score 48/100 Decent
The fund has a decent score, indicating a socially responsible investment with moderate growth potential but some risks in execution and cash flow management.
View details
I
Invesco India Gold ETF FoF(IDCW)
Score 66/100 Decent
Invesco India Gold ETF FoF presents a decent investment opportunity, primarily driven by the stability of gold as an asset class. However, investors should be cautious of market volatility and external economic factors.
View details
B
Baroda BNP Paribas Credit Risk Fund(Q-IDCW)
Score 48/100 Risky
The fund shows several weaknesses in growth consistency and market sentiment, making it a risky investment.
View details
B
Baroda BNP Paribas Credit Risk Fund(M-IDCW)
Score 48/100 Risky
The fund presents a risky investment opportunity with limited growth potential and concerns regarding profitability and governance.
View details
B
Bandhan Nifty 100 Index Fund(IDCW Reinvest)
Score 48/100 Decent
The Bandhan Nifty 100 Index Fund presents a decent investment opportunity with a balanced risk-reward profile, but investors should remain cautious of execution risks.
View details
B
Bandhan Nifty 100 Index Fund(IDCW)
Score 68/100 Decent
The Bandhan Nifty 100 Index Fund shows decent potential with a diversified portfolio and consistent growth metrics, though some risks and governance concerns exist.
View details
K
Kotak Nifty SDL Jul 2033 Index Fund(IDCW)
Score 68/100 Decent
The Kotak Nifty SDL Jul 2033 Index Fund presents a decent investment opportunity with stable returns, though it lacks the growth potential of equities.
View details
D
DSP FMP 270-1144D(IDCW)
Score 68/100 Decent
The stock shows decent fundamentals but lacks strong growth prospects and has some liquidity concerns.
View details
E
Edelweiss Nifty 50 Index Fund(IDCW)
Score 68/100 Decent
The Edelweiss Nifty 50 Index Fund shows decent potential for investors looking for exposure to the Nifty 50, but caution is advised due to market volatility and average profitability metrics.
View details

Business Overview

The Tata BSE Select Business Groups Index Fund (IDCW Payout) is designed for investors seeking exposure to key Indian business groups through a diversified portfolio. This fund tracks the BSE Select Business Groups Index, providing a balanced approach to investing in some of India's leading companies. It is ideal for those looking to invest in a systematic and disciplined manner while benefiting from potential capital appreciation and income through dividends.

  • Diversified exposure to top Indian business groups
  • Ideal for long-term investors seeking stability
  • Potential for capital appreciation and dividend income
  • Managed by Tata Asset Management, a trusted name
  • Aligns with India's economic growth trajectory

Investment Thesis

The Tata BSE Select Business Groups Index Fund offers a compelling investment opportunity backed by the strong credibility of the Tata Group. With a robust growth trajectory in digital services and attractive valuations compared to peers, this fund is well-positioned for long-term gains, making it an ideal choice for retail investors seeking stability and growth.

  • Strong backing from the reputable Tata Group enhances investor confidence.
  • Significant growth potential in digital services sector supports future returns.
  • Attractive valuation metrics compared to industry peers offer a favorable entry point.
  • Diversified exposure to leading companies mitigates risk for investors.
  • Ideal for retail investors looking for a blend of stability and growth.

Opportunity vs Risk

Opportunities
  • Diversified exposure to top Indian companies
  • Potential for steady dividend income
  • Growing interest in index funds
  • Long-term capital appreciation potential
Risks ⚠️
  • Market volatility affecting index performance
  • Limited control over individual stock selection
  • Economic downturns impacting overall market
  • Management fees reducing overall returns

Peer Perspective

Tata BSE Select Business Groups Index Fund trades at a slight premium compared to peers like Nippon India Nifty 50 Index Fund and ICICI Prudential Nifty Next 50 Index Fund, necessitating consistent margin stability for potential rerating.
📊 Stock Investment Checklist (100 Points)
Tata BSE Select Business Groups Index Fund(IDCW Payout) • Updated: 2025-10-01 15:36:12
  • 10
    Business
    High
    The fund is invested in a diversified portfolio of Tata Group companies, which are in future-ready sectors.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed in major Tata companies.
  • 10
    Profitability
    High
    Strong ROE and ROCE metrics, with healthy operating cash flows.
  • 8
    Valuation
    High
    Valuation metrics are in line with industry peers, but some companies are overvalued.
  • 7
    Balance
    High
    Generally strong balance sheets, though some companies have moderate debt levels.
  • 9
    Governance
    High
    High promoter holding with good governance practices, minimal pledging.
  • 6
    Drivers
    Good
    Growth drivers are present, but execution risks remain due to market volatility.
  • 5
    Technicals
    Good
    Market sentiment is neutral, with moderate liquidity.
Final Score & Verdict
Score 72 / 100 • Decent
The Tata BSE Select Business Groups Index Fund shows a decent overall score, reflecting strong fundamentals and growth potential, but with some valuation concerns.