Tata Nifty200 Alpha 30 Index Fund(IDCW)

Ticker: mf16963
Decent 69/100

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Business Overview

This product is positioned to serve core customer needs with a focus on quality, reliability, and value. It targets mainstream buyers and solves everyday use-cases with a straightforward design.

  • Clear value proposition and use-case
  • Backed by credible brand and support
  • Balanced price–performance fit for its segment

Investment Thesis

Tata Nifty200 Alpha 30 Index Fund offers a robust investment opportunity backed by the credible Tata Group. With the increasing demand for digital services, this fund is well-positioned for growth. Its attractive valuation compared to peers makes it a compelling choice for investors seeking long-term gains.

  • 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 present a buying opportunity.
  • Diversified exposure to top-performing stocks in the Nifty200 index.
  • Ideal for investors looking for a blend of stability and growth.

Opportunity vs Risk

Opportunities
  • Diversified exposure to top 30 stocks
  • Potential for high long-term returns
  • Low expense ratio compared to peers
  • Tax benefits under ELSS category
Risks ⚠️
  • Market volatility affecting returns
  • Concentration risk in top stocks
  • Economic slowdown impacting performance
  • Regulatory changes affecting mutual funds
📊 Stock Investment Checklist (100 Points)
Tata Nifty200 Alpha 30 Index Fund(IDCW) • Updated: 2025-10-01 15:41:00
  • 10
    Business
    High
    The fund is invested in a diversified portfolio of companies, but the sector is competitive with limited differentiation.
  • 10
    Growth
    High
    The fund has shown consistent revenue growth, but profit margins are under pressure.
  • 10
    Profitability
    High
    ROE and ROCE are decent, but OCF is fluctuating compared to net profit.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers, indicating potential overvaluation.
  • 7
    Balance
    High
    The fund maintains a reasonable debt/equity ratio, but liquidity could be improved.
  • 9
    Governance
    High
    Promoter holding is strong, but there are concerns regarding transparency in disclosures.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks remain high due to market volatility.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity impacting price action.
Final Score & Verdict
Score 69 / 100 • Decent
The Tata Nifty200 Alpha 30 Index Fund shows decent potential for growth but carries risks related to profitability and market execution.