Tata Large Cap Fund(IDCW Payout)
Ticker: mf15391
Decent
48/100
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Nippon India Index Fund-Nifty 50 Plan(Q-IDCW)
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Business Overview
Tata Large Cap Fund is a well-regarded mutual fund that focuses on investing in large-cap companies with strong growth potential. Designed for investors seeking long-term capital appreciation, this fund is ideal for those looking to build wealth while benefiting from the stability of established firms. Its disciplined investment strategy and experienced management team make it a reliable choice for both new and seasoned investors. With a focus on consistent returns, it aims to enhance your portfolio while managing risk effectively.
- Invests in established large-cap companies
- Ideal for long-term wealth creation
- Managed by experienced professionals
- Focus on stability and growth
- Suitable for both new and seasoned investors
Investment Thesis
The Tata Large Cap Fund stands out due to its strong promoter credibility, leveraging the Tata Group's reputation. With a robust growth trajectory in digital services, the fund is well-positioned for future gains. Additionally, its attractive valuation compared to peers makes it a compelling choice for retail investors seeking stability and growth.
- Backed by the reputable Tata Group, ensuring strong governance and trust.
- Significant growth potential in digital services, aligning with market trends.
- Attractive valuation metrics compared to industry peers, offering potential upside.
- Diversified portfolio reduces risk while capitalizing on large-cap opportunities.
- Consistent performance history enhances investor confidence.
Opportunity vs Risk
Opportunities
- Strong historical performance
- Diverse portfolio exposure
- Potential for high returns
- Experienced fund management
- Growing Indian economy
Risks ⚠️
- Market volatility impact
- Economic slowdown concerns
- High expense ratio
- Regulatory changes
- Interest rate fluctuations
Peer Perspective
Tata Large Cap Fund trades at a slight premium compared to peers like HDFC Equity and ICICI Prudential, necessitating sustained margin stability and consistent growth to justify its valuation and attract more investors.
📊 Stock Investment Checklist (100 Points)
Tata Large Cap Fund(IDCW Payout) • Updated: 2025-10-01 15:38:06
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10BusinessHighThe fund is invested in sectors that are future-ready, but lacks a strong moat.
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10GrowthHighConsistent revenue growth observed, but profit growth has been volatile.
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10ProfitabilityHighROE and ROCE are decent, but cash flow has been inconsistent.
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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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9GovernanceHighPromoter holding is strong, with minimal pledging.
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6DriversGoodGrowth drivers are present, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 48 / 100
• Decent
The Tata Large Cap Fund shows potential with a decent score, but there are areas of concern that need to be monitored closely.