Tata Ethical Fund
Ticker: mf12743
Decent
68/100
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Business Overview
Tata Ethical Fund is a mutual fund designed for investors seeking to align their financial goals with ethical and sustainable practices. This fund focuses on companies that adhere to high environmental, social, and governance (ESG) standards, making it ideal for socially conscious investors. By investing in this fund, you support businesses that prioritize ethical operations while potentially reaping financial rewards. It matters because it empowers investors to contribute positively to society while building wealth.
- Focuses on ethical and sustainable investments
- Ideal for socially conscious investors
- Supports companies with strong ESG practices
- Potential for financial growth alongside social impact
- Managed by experienced professionals
- Aims to create a positive change in society
Investment Thesis
Tata Ethical Fund stands out due to its strong promoter credibility, significant growth in digital services, and attractive valuations compared to peers. This combination positions the fund as a compelling choice for Indian retail investors seeking ethical and sustainable investment opportunities.
- Strong backing from the Tata Group, known for its ethical business practices.
- Robust growth potential in digital services, aligning with market trends.
- Attractive valuation metrics compared to industry peers, enhancing return potential.
- Focus on sustainable investments appeals to socially conscious investors.
- Proven track record of performance, instilling confidence in long-term growth.
Opportunity vs Risk
Opportunities
- Strong brand recognition
- Growing demand for ethical investing
- Diverse portfolio of sustainable companies
- Potential for high long-term returns
Risks ⚠️
- Market volatility affecting returns
- Regulatory changes in investment policies
- Competition from other ethical funds
- Economic downturn impacting performance
Peer Perspective
Tata Ethical Fund trades at a slight premium compared to peers like SBI Mutual Fund and HDFC Mutual Fund. A rerating could occur if it demonstrates consistent margin stability and accelerates growth in sustainable investments.
📊 Stock Investment Checklist (100 Points)
Tata Ethical Fund • Updated: 2025-09-29 15:49:19
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10BusinessHighThe fund is invested in sectors that are increasingly gaining traction, indicating a future-ready approach.
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10GrowthHighConsistent revenue and profit growth observed over the past few years.
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10ProfitabilityHighROE and ROCE are above industry averages, but OCF shows some volatility.
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8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
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7BalanceHighDebt levels are manageable, but liquidity could be improved.
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6GovernanceGoodPromoter holding is strong, but there are minor concerns regarding disclosures.
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5DriversGoodGrowth drivers are present, but execution risks remain a concern.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The Tata Ethical Fund shows decent potential with a solid growth trajectory, but some risks and valuation concerns need to be monitored.