Tata BSE Sensex Index Fund
Ticker: mf13374
Decent
72/100
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Business Overview
The Tata BSE Sensex Index Fund is a mutual fund designed for investors seeking exposure to the Indian equity market through a diversified portfolio that mirrors the BSE Sensex. Ideal for both new and seasoned investors, it offers a simple way to invest in the top-performing companies in India. This fund matters as it provides a low-cost, passive investment strategy, allowing you to benefit from long-term market growth without the need for extensive market knowledge.
- Diversified exposure to top 30 Indian companies
- Ideal for both new and experienced investors
- Low-cost, passive investment strategy
- Tracks the performance of the BSE Sensex
- Potential for long-term capital appreciation
Investment Thesis
The Tata BSE Sensex Index Fund is a compelling investment choice, backed by the credibility of the Tata Group. With a robust growth trajectory in digital services and attractive valuations compared to peers, this fund offers Indian retail investors a solid opportunity for long-term wealth creation.
- Strong backing from the reputable Tata Group enhances investor confidence.
- Significant growth potential in India's digital services sector supports future returns.
- Attractive valuation metrics compared to peer index funds make it a cost-effective choice.
- Diversification benefits of investing in a broad market index mitigate risks.
- Ideal for retail investors seeking stable, long-term growth in their portfolios.
Opportunity vs Risk
Opportunities
- Diversified exposure to top Indian companies
- Potential for long-term capital appreciation
- Low expense ratio compared to active funds
- Rising retail investor participation
- Tax benefits under ELSS category
Risks ⚠️
- Market volatility affecting fund performance
- Economic downturn impacting stock prices
- Liquidity risks in market downturns
- Regulatory changes affecting investments
- Limited control over individual stock selection
Peer Perspective
Tata BSE Sensex Index Fund trades at a slight premium compared to peers like Nippon India Index Fund and SBI Nifty Index Fund. A sustained growth acceleration in the underlying index could trigger a rerating.
📊 Stock Investment Checklist (100 Points)
Tata BSE Sensex Index Fund • Updated: 2025-09-29 16:25:15
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10BusinessHighThe fund is invested in a well-established index, but sector-specific risks exist.
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10GrowthHighThe fund mirrors the growth of the underlying index, which has shown consistent growth.
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10ProfitabilityHighThe underlying companies generally exhibit strong ROE and OCF.
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8ValuationHighValuation metrics are in line with peers, but some sectors may be overvalued.
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7BalanceHighThe fund's underlying companies maintain a healthy balance sheet.
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9GovernanceHighPromoter holding is strong, but transparency varies among constituents.
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6DriversGoodGrowth drivers are present, but execution risks in certain sectors remain.
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5TechnicalsGoodMarket sentiment is mixed, with some liquidity concerns.
Final Score & Verdict
Score 72 / 100
• Decent
The Tata BSE Sensex Index Fund is a decent investment option, reflecting the overall performance of the Indian equity market with moderate risks.