Tata Flexi Cap Fund(IDCW)
Ticker: mf15192
Decent
72/100
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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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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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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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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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H
HSBC Overnight Fund(W-IDCW)
The HSBC Overnight Fund shows decent potential with stable growth but faces challenges in profitability and market sentiment.
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I
ICICI Pru US Bluechip Equity Fund(IDCW Payout)
The fund shows decent potential with a focus on established US companies, but investors should be cautious of market volatility and execution risks.
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ICICI Pru US Bluechip Equity Fund(IDCW)
The ICICI Pru US Bluechip Equity Fund presents a decent investment opportunity with a focus on stable growth and profitability, although some risks remain.
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H
HDFC Hybrid Debt Fund(Q-IDCW Reinv)
The fund shows decent potential with stable growth and profitability metrics, but some execution risks exist.
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H
HDFC Hybrid Debt Fund(M-IDCW Reinv)
The HDFC Hybrid Debt Fund shows decent potential with stable growth and profitability metrics, but some risks in governance and execution need to be monitored.
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H
HDFC Hybrid Debt Fund(Q-IDCW)
The fund shows moderate potential but faces challenges in profitability and growth drivers.
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H
HDFC Hybrid Debt Fund(M-IDCW)
HDFC Hybrid Debt Fund shows a decent investment potential with stable growth and profitability metrics, though some execution risks remain.
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Q
Quant Large & Mid Cap Fund(IDCW)
The fund shows decent potential with a balanced approach to growth and risk management.
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N
Nippon India Nifty AAA CPSE Bond Plus SDL - Apr 2027 Maturity 60:40 Index Fund(IDCW)
The fund presents a decent investment opportunity with stable growth prospects, but investors should be cautious of potential risks and market conditions.
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Business Overview
Tata Flexi Cap Fund (IDCW) is a dynamic mutual fund designed to invest across large, mid, and small-cap stocks, providing a balanced approach to equity investment. Ideal for investors seeking long-term capital appreciation with a diversified portfolio, this fund adapts to market conditions, ensuring optimal growth potential. It matters for those looking to harness the potential of India's growing economy while managing risk effectively.
- Diversified across market capitalizations
- Focus on long-term capital growth
- Managed by experienced professionals
- Suitable for risk-adjusted returns
- Regular income through IDCW option
Investment Thesis
Tata Flexi Cap Fund stands out due to its robust promoter credibility and strong backing from the Tata Group. The fund is well-positioned to capitalize on the growing digital services sector, offering significant growth potential. Moreover, its attractive valuation compared to peers makes it a compelling investment choice for retail investors seeking long-term gains.
- Strong backing from the reputable Tata Group enhances credibility.
- Significant growth potential in the rapidly expanding digital services sector.
- Attractive valuation compared to peer funds, offering better risk-reward.
- Diversified portfolio across sectors ensures balanced growth.
- Proven track record of consistent performance and returns.
Opportunity vs Risk
Opportunities
- Diverse exposure to multiple sectors
- Potential for long-term capital growth
- Tax-efficient investment option
- Strong historical performance
- Experienced fund management team
Risks ⚠️
- Market volatility affecting returns
- Economic downturn impact
- High expense ratio
- Regulatory changes
- Performance may vary significantly
Peer Perspective
Tata Flexi Cap Fund trades at a slight premium compared to peers like Axis Growth Opportunities Fund and Mirae Asset Flexi Cap Fund. A rerating could occur with consistent margin stability and improved growth metrics.
📊 Stock Investment Checklist (100 Points)
Tata Flexi Cap Fund(IDCW) • Updated: 2025-10-01 07:24:28
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10BusinessHighThe fund operates in a future-ready sector with a diversified portfolio.
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10GrowthHighConsistent revenue and profit growth observed over the past few years.
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10ProfitabilityHighHealthy ROE and ROCE, with OCF supporting net profit.
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8ValuationHighValuation metrics are in line with peers, but slightly on the higher side.
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7BalanceHighStrong balance sheet with manageable debt levels.
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9GovernanceHighGood promoter holding with transparent disclosures.
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6DriversGoodGrowth drivers are present, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 72 / 100
• Decent
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.