Tata Nifty G-Sec Dec 2029 Index Fund

Ticker: mf13611
Decent 74/100

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Business Overview

The Tata Nifty G-Sec Dec 2029 Index Fund is designed for investors seeking stable returns through government securities. It offers a low-risk investment avenue, ideal for conservative investors looking to diversify their portfolio with fixed-income assets. This fund tracks the performance of government bonds maturing in December 2029, ensuring transparency and reliability. With a focus on capital preservation, it is a suitable choice for those aiming to secure their financial future while benefiting from the safety of sovereign debt.

  • Invests in government securities for stability
  • Ideal for conservative and risk-averse investors
  • Tracks performance of bonds maturing in Dec 2029
  • Offers diversification in fixed-income portfolios
  • Focus on capital preservation and steady returns

Opportunity vs Risk

Opportunities
  • Stable returns from government securities
  • Diversification in fixed income portfolio
  • Potential for capital appreciation
  • Low correlation with equities
Risks ⚠️
  • Interest rate fluctuations impact returns
  • Inflation may erode purchasing power
  • Limited growth compared to equities
  • Liquidity concerns in market downturns
📊 Stock Investment Checklist (100 Points)
Tata Nifty G-Sec Dec 2029 Index Fund • Updated: 2025-09-29 17:17:13
  • 10
    Business
    High
    The fund is invested in government securities, which are considered stable but lack high growth potential.
  • 10
    Growth
    High
    Consistent returns expected from government securities, but growth is limited.
  • 10
    Profitability
    High
    Returns are stable but not high, reflecting the nature of G-Sec investments.
  • 10
    Valuation
    High
    Valuation metrics are not applicable as it tracks an index.
  • 8
    Balance
    High
    Strong balance sheet due to backing by government securities.
  • 9
    Governance
    High
    Managed by a reputable fund house with good governance practices.
  • 5
    Drivers
    Good
    Limited growth drivers as it primarily follows government bond yields.
  • 5
    Technicals
    Good
    Liquidity is decent, but price action is stable and not volatile.
Final Score & Verdict
Score 74 / 100 • Decent
The Tata Nifty G-Sec Dec 2029 Index Fund offers stable returns with low risk, suitable for conservative investors seeking safety over high growth.


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