Tata Treasury Advantage Fund(W-IDCW)
Ticker: mf15263
Decent
71/100
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T
Tata Treasury Advantage Fund(DD-IDCW)
The fund shows potential but is currently facing several challenges that make it a risky investment.
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D
DSP Healthcare Fund(IDCW-Reinv)
The DSP Healthcare Fund shows a decent investment opportunity with solid growth prospects and profitability metrics, but some risks related to execution and governance should be monitored.
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D
DSP Healthcare Fund(IDCW)
The DSP Healthcare Fund shows potential in a growing sector, but faces challenges in profitability and valuation metrics. Caution is advised.
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K
Kotak Floating Rate Fund(IDCW)
The Kotak Floating Rate Fund shows decent potential with stable growth and manageable risks, but lacks a strong competitive edge.
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K
Kotak Debt Hybrid Fund(M-IDCW)
The fund shows potential but faces challenges in profitability and execution risks. Caution is advised.
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K
Kotak Debt Hybrid Fund(M-IDCW Payout)
The Kotak Debt Hybrid Fund shows decent potential with stable growth and profitability metrics, but investors should remain cautious of execution risks.
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T
Tata Multicap Fund(IDCW)
The Tata Multicap Fund shows a decent potential for growth with a well-diversified portfolio, though some risks and valuation concerns exist.
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T
Tata Multicap Fund(IDCW-Payout)
The Tata Multicap Fund shows decent potential with a diversified portfolio, but faces challenges in profitability and valuation metrics.
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K
Kotak Pioneer Fund(IDCW-Payout)
The Kotak Pioneer Fund shows decent potential with consistent growth and profitability metrics, but some risks in execution and market sentiment should be monitored.
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K
Kotak Pioneer Fund(IDCW)
The Kotak Pioneer Fund shows decent potential with consistent growth and a solid business model, but caution is advised due to some execution risks.
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E
Edelweiss Aggressive Hybrid Fund(IDCW)
The fund shows decent potential with a solid growth trajectory and manageable risks, but attention to execution and governance is necessary.
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L
LIC MF Large & Midcap Fund-(IDCW)
The LIC MF Large & Midcap Fund shows potential but faces challenges in growth consistency and valuation metrics. Investors should weigh these factors carefully before making decisions.
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M
Mirae Asset Flexi Cap Fund(IDCW)
The Mirae Asset Flexi Cap Fund shows decent potential with a balanced approach to growth and profitability, though some execution risks should be monitored.
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K
Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund(IDCW)
The fund shows decent potential with a balanced approach to growth and profitability, but caution is advised due to some execution risks.
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U
UTI Balanced Advantage Fund(IDCW)
The UTI Balanced Advantage Fund shows decent potential with consistent growth and profitability metrics, though there are some governance and execution risks to consider.
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P
Parag Parikh Conservative Hybrid Fund(M-IDCW)
The fund shows decent potential with a solid growth trajectory, but caution is advised due to some governance concerns and market sentiment.
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Business Overview
Tata Treasury Advantage Fund (W-IDCW) is a short-term debt mutual fund designed for conservative investors seeking stable returns with lower risk. This fund primarily invests in money market instruments and debt securities, making it suitable for those looking to preserve capital while earning regular income. It is ideal for individuals aiming for liquidity and safety in their investments, especially in uncertain market conditions.
- Designed for conservative investors
- Focuses on short-term debt and money market instruments
- Offers potential for stable returns
- Ideal for capital preservation and liquidity
- Regular income through periodic dividends
Investment Thesis
Tata Treasury Advantage Fund stands out due to its strong promoter backing and credibility, ensuring investor confidence. With a growing focus on digital services, the fund is well-positioned to capitalize on future growth. Additionally, its attractive valuation compared to peers makes it a compelling investment choice for retail investors seeking stability and growth.
- Strong backing from the Tata Group enhances credibility and trust.
- Significant growth potential in digital services sector.
- Attractive valuation compared to industry peers.
- Focus on capital preservation while aiming for consistent returns.
- Well-managed fund with a track record of performance.
Opportunity vs Risk
Opportunities
- Strong historical performance
- Diversified investment portfolio
- Potential for steady income
- Low expense ratio
- Suitable for conservative investors
Risks ⚠️
- Market volatility impact
- Interest rate fluctuations
- Liquidity constraints
- Regulatory changes
- Limited growth potential
Peer Perspective
Tata Treasury Advantage Fund (W-IDCW) trades at a slight premium compared to peers like HDFC Liquid Fund and ICICI Prudential Liquid Fund. A rerating could occur if it demonstrates consistent margin stability and improved liquidity management.
📊 Stock Investment Checklist (100 Points)
Tata Treasury Advantage Fund(W-IDCW) • Updated: 2025-10-01 07:30:58
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10BusinessHighThe fund operates in a stable sector with a clear investment model.
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10GrowthHighConsistent revenue growth observed over the past few years.
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10ProfitabilityHighROE and ROCE are above industry averages, but OCF is slightly lower.
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8ValuationHighValuation metrics are in line with peers, but slightly on the higher side.
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7BalanceHighDebt levels are manageable with good liquidity.
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9GovernanceHighPromoter holding is strong with minimal pledging.
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5DriversGoodGrowth drivers are present, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 71 / 100
• Decent
The fund shows decent potential with stable growth and profitability metrics, but caution is advised due to execution risks.