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Tata Large & Mid Cap Fund

Ticker: mf12553
Decent 68/100

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Business Overview

The Tata Large & Mid Cap Fund is a dynamic mutual fund designed for investors seeking long-term capital appreciation through a diversified portfolio of large and mid-cap stocks. Ideal for those looking to balance risk and reward, this fund offers exposure to high-growth companies while maintaining stability. With a strong track record and experienced management, it stands out as a reliable investment option in the Indian market.

  • Diversified portfolio of large and mid-cap stocks
  • Ideal for long-term capital appreciation
  • Managed by experienced professionals
  • Focus on high-growth potential companies
  • Suitable for both new and seasoned investors

Investment Thesis

The Tata Large & Mid Cap Fund stands out due to its robust promoter credibility, significant growth potential in digital services, and attractive valuation compared to peers. This combination positions the fund as a compelling choice for investors seeking long-term capital appreciation.

  • Strong backing from the Tata Group, known for its ethical business practices and stability.
  • Growing digital services sector presents a significant growth runway for fund investments.
  • Attractive valuation metrics compared to peer funds, enhancing potential returns.
  • Diversified portfolio reduces risk while capitalizing on mid and large-cap growth opportunities.
  • Consistent historical performance reinforces investor confidence in fund management.

Opportunity vs Risk

Opportunities
  • Strong long-term growth potential
  • Diversification across sectors
  • Experienced fund management team
  • Rising market participation
  • Tax benefits on long-term gains
Risks ⚠️
  • Market volatility impacts returns
  • Economic downturns affect performance
  • High expense ratios
  • Regulatory changes in mutual funds
  • Liquidity risks in market downturns

Peer Perspective

Tata Large & Mid Cap Fund trades at a slight premium compared to peers like HDFC Mid-Cap Opportunities and ICICI Prudential Midcap, with potential rerating hinging on consistent margin stability and improved growth metrics.
📊 Stock Investment Checklist (100 Points)
Tata Large & Mid Cap Fund • Updated: 2025-09-29 15:51:02
  • 10
    Business
    High
    The fund is invested in sectors that are adapting to future trends, but lacks a strong competitive moat.
  • 10
    Growth
    High
    Revenue and profit growth have been consistent, but not exceptional compared to peers.
  • 10
    Profitability
    High
    ROE and ROCE are decent, but cash flow is inconsistent relative to net profit.
  • 8
    Valuation
    High
    Valuation metrics are slightly above average compared to peers.
  • 7
    Balance
    High
    The balance sheet is stable with manageable debt levels.
  • 5
    Governance
    Good
    Promoter holding is reasonable, but there are some concerns regarding disclosures.
  • 6
    Drivers
    Good
    There are potential growth drivers, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The Tata Large & Mid Cap Fund shows decent potential with stable growth and manageable risks, but lacks strong competitive advantages and has some governance concerns.