Tata Balanced Adv Fund(IDCW)
Ticker: mf14591
Decent
68/100
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S
SBI Multi Asset Allocation Fund(M-IDCW Payout)
The SBI Multi Asset Allocation Fund shows decent potential with a balanced approach to growth and risk management.
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S
SBI Multi Asset Allocation Fund(Q-IDCW Payout)
The fund shows decent potential with consistent growth, but faces challenges in profitability and governance aspects.
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S
SBI Multi Asset Allocation Fund(A-IDCW Payout)
The fund shows potential but has several areas of concern that could impact future performance.
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S
SBI Multi Asset Allocation Fund(M-IDCW)
The fund shows decent potential with moderate risks, but improvements in governance and liquidity are necessary for better performance.
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S
SBI Multi Asset Allocation Fund(Q-IDCW)
The fund shows potential with a decent score, but there are several areas of concern that need to be addressed for better performance.
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S
SBI Multi Asset Allocation Fund(A-IDCW)
The SBI Multi Asset Allocation Fund shows decent potential with a balanced approach to asset allocation, though some risks and governance concerns exist.
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S
SBI Conservative Hybrid Fund(A-IDCW Payout)
The fund shows potential but carries significant risks, particularly in profitability and governance.
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S
SBI Conservative Hybrid Fund(Q-IDCW Payout)
The fund shows moderate potential with some risks, making it a decent option for conservative investors.
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S
SBI Conservative Hybrid Fund(M-IDCW Payout)
The fund shows potential for moderate returns but carries some risks that need to be monitored.
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S
SBI Conservative Hybrid Fund(Q-IDCW)
The SBI Conservative Hybrid Fund shows decent potential with consistent growth and reasonable valuations, but it faces some execution risks and liquidity concerns.
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S
SBI Conservative Hybrid Fund(M-IDCW)
The SBI Conservative Hybrid Fund shows decent potential with stable growth and profitability metrics, but faces some execution risks.
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S
SBI Conservative Hybrid Fund(A-IDCW)
The fund shows potential for moderate growth but faces challenges in profitability and valuation metrics.
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A
Axis Overnight Fund(M-IDCW)
The Axis Overnight Fund shows decent potential but faces challenges in profitability and valuation metrics. Investors should be cautious and monitor market conditions closely.
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A
Axis Overnight Fund(W-IDCW)
The Axis Overnight Fund presents a decent investment opportunity with moderate growth potential and acceptable risk levels, but investors should be cautious of execution risks and market sentiment.
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A
Axis Overnight Fund(DD-IDCW)
The Axis Overnight Fund shows decent potential but faces challenges in profitability and valuation metrics. Investors should be cautious.
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I
ICICI Pru Banking & Fin Serv Fund(IDCW-Payout)
The fund shows potential for moderate returns, but investors should be cautious of market volatility and execution risks.
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Business Overview
The Tata Balanced Adv Fund (IDCW) is a hybrid mutual fund designed to provide investors with a balanced mix of equity and debt investments. Ideal for individuals seeking moderate risk with the potential for capital appreciation and income generation, this fund is suitable for both new and seasoned investors. It matters because it offers diversification, professional management, and the ability to navigate market volatility effectively.
- Hybrid investment strategy combining equity and debt
- Suitable for moderate risk investors
- Professional fund management
- Potential for capital appreciation and income
- Diversification reduces overall portfolio risk
Investment Thesis
Tata Balanced Adv Fund stands out due to its strong promoter credibility, backed by the reputable Tata Group. With a robust growth trajectory in digital services, this fund is well-positioned to capitalize on emerging opportunities. Additionally, its attractive valuation compared to peers makes it a compelling choice for retail investors seeking balanced growth and stability.
- Strong backing from the Tata Group enhances credibility and trust.
- Significant growth potential in the digital services sector.
- Attractive valuation compared to industry peers, offering potential upside.
- Balanced approach to equity and debt, catering to risk-averse investors.
- Consistent performance track record instills confidence in long-term returns.
Opportunity vs Risk
Opportunities
- Diversified investment across asset classes
- Potential for steady income generation
- Professional fund management expertise
- Long-term capital appreciation potential
Risks ⚠️
- Market volatility affecting returns
- Management fees may impact gains
- Economic downturns can reduce performance
- Regulatory changes may affect operations
Peer Perspective
Tata Balanced Adv Fund (IDCW) trades at a premium compared to peers like HDFC Balanced Fund and ICICI Prudential Balanced Fund. A sustained improvement in margin stability could trigger a rerating in this competitive landscape.
📊 Stock Investment Checklist (100 Points)
Tata Balanced Adv Fund(IDCW) • Updated: 2025-10-01 15:35:21
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10BusinessHighThe fund is invested in sectors that are adapting to future trends.
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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, indicating strong profitability.
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8ValuationHighValuation metrics are reasonable compared to peers.
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7BalanceHighDebt levels are manageable with adequate liquidity.
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6GovernanceGoodPromoter holding is strong with minimal pledging.
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5DriversGoodGrowth drivers are present, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The Tata Balanced Adv Fund shows decent potential with consistent growth and profitability metrics, but some execution risks need to be monitored.