Tata ST Bond Fund(P-IDCW Payout)
Ticker: mf15181
Decent
68/100
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T
Tata ST Bond Fund(M-IDCW Payout)
The Tata ST Bond Fund shows decent stability with moderate growth potential, but faces challenges in profitability and valuation compared to peers.
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T
Tata ST Bond Fund(P-IDCW)
The Tata ST Bond Fund shows decent fundamentals but faces challenges in growth and profitability. It is suitable for conservative investors seeking stability.
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T
Tata ST Bond Fund(M-IDCW)
The Tata ST Bond Fund shows decent fundamentals but faces challenges in profitability and market sentiment.
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A
Axis Balanced Advantage Fund(IDCW)
The Axis Balanced Advantage Fund shows decent potential with consistent growth and profitability metrics, but faces some valuation and execution risks.
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D
DSP Dynamic Asset Allocation Fund(M-IDCW Reinv)
The fund shows a decent overall score with strengths in growth and profitability, but some risks in execution and market sentiment.
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D
DSP Dynamic Asset Allocation Fund(M-IDCW)
The DSP Dynamic Asset Allocation Fund shows potential for moderate growth, but investors should be cautious of profitability fluctuations and execution risks.
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N
Nippon India Gold Savings Fund(IDCW)
Nippon India Gold Savings Fund shows decent potential due to its positioning in a stable sector and consistent growth, but caution is advised due to some governance concerns and execution risks.
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A
Aditya Birla SL CRISIL-IBX Financial Services 3 to 6 Months Debt Index Fund(IDCW)
The fund shows moderate potential but lacks strong growth drivers and profitability consistency.
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T
Tata Flexi Cap Fund(IDCW)
The Tata Flexi Cap Fund shows a decent overall score with strong growth potential and a solid balance sheet, making it a reasonable investment option.
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T
Tata Flexi Cap Fund(IDCW-Payout)
The Tata Flexi Cap Fund shows a decent potential for growth with manageable risks, making it a reasonable investment option.
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A
Aditya Birla SL Banking & Financial Services Fund(IDCW-Reinv)
The fund shows potential for moderate growth but faces challenges in profitability and valuation metrics. Caution is advised.
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A
Aditya Birla SL Banking & Financial Services Fund(IDCW)
The fund shows potential for growth but faces several challenges that could impact performance. Caution is advised.
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H
HSBC Overnight Fund(W-IDCW Payout)
The HSBC Overnight Fund shows decent potential but faces challenges in profitability and market sentiment. Investors should weigh these factors carefully.
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H
HSBC Overnight Fund(M-IDCW Payout)
The HSBC Overnight Fund shows decent potential with stable growth and manageable risks, but investors should be cautious of profitability pressures and governance concerns.
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H
HSBC Overnight Fund(M-IDCW)
The HSBC Overnight Fund shows decent stability and growth potential, but faces challenges in profitability and market competitiveness.
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H
HSBC Overnight Fund(DD-IDCW)
The HSBC Overnight Fund shows moderate potential but faces several challenges that could impact its performance.
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Business Overview
Tata ST Bond Fund (P-IDCW Payout) is a short-term debt mutual fund designed for conservative investors seeking regular income with lower risk. Ideal for those looking to preserve capital while earning steady returns, this fund invests primarily in high-quality debt instruments. It matters because it offers stability and liquidity, making it suitable for short-term financial goals. With professional management and a focus on credit quality, this fund is a reliable choice for risk-averse investors.
- Designed for conservative investors
- Focus on capital preservation
- Invests in high-quality debt instruments
- Offers regular income through payouts
- Suitable for short-term financial goals
- Managed by experienced professionals
Investment Thesis
Tata ST Bond Fund stands out due to its strong promoter credibility, leveraging the Tata Group's reputation. With the growing demand for digital services, this fund is well-positioned for growth. Additionally, its attractive valuation compared to peers makes it a compelling choice for retail investors seeking stability and potential returns.
- Strong backing from the reputable Tata Group enhances investor confidence.
- Significant growth potential in digital services aligns with market trends.
- Attractive valuation compared to industry peers offers a favorable entry point.
- Focus on stability and consistent returns appeals to conservative investors.
- Well-managed fund with a track record of performance in fixed income.
Opportunity vs Risk
Opportunities
- Stable income through regular payouts
- Potential tax benefits on investments
- Diversification in fixed income assets
- Low correlation with equity markets
Risks ⚠️
- Interest rate fluctuations impact returns
- Credit risk from bond issuers
- Inflation may erode real returns
- Liquidity concerns in bond markets
Peer Perspective
Tata ST Bond Fund trades at a slight premium compared to peers like HDFC Short Term Debt Fund and ICICI Prudential Short Term Fund. A rerating could occur with improved margin stability and consistent yield performance.
📊 Stock Investment Checklist (100 Points)
Tata ST Bond Fund(P-IDCW Payout) • Updated: 2025-10-01 07:29:51
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10BusinessHighThe sector is stable but lacks significant growth potential.
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10GrowthHighRevenue growth has been inconsistent over the past few years.
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10ProfitabilityHighROE and ROCE are moderate, with cash flow slightly below net profit.
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8ValuationHighValuation metrics are slightly above industry averages.
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10BalanceHighDebt levels are manageable, but liquidity is a concern.
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7GovernanceHighPromoter holding is stable, but there are minor concerns about disclosures.
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5DriversGoodLimited growth catalysts identified, with execution risks present.
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1TechnicalsLowMarket sentiment is weak, with low liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The Tata ST Bond Fund shows decent potential but is constrained by inconsistent growth and market sentiment.