Tata BSE Quality Index Fund(IDCW)
Ticker: mf17582
Decent
68/100
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G
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The Groww Aggressive Hybrid Fund shows potential for growth with a decent score, but investors should be cautious due to some execution risks and negative market sentiment.
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G
Groww Aggressive Hybrid Fund(M-IDCW)
The fund shows decent potential with a balanced approach to growth and risk management, but investors should remain cautious.
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G
Groww Aggressive Hybrid Fund(H-IDCW)
The Groww Aggressive Hybrid Fund shows decent potential with a balanced approach to growth and risk management.
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G
Groww Aggressive Hybrid Fund(IDCW)
The Groww Aggressive Hybrid Fund shows decent potential with consistent growth and manageable risks, making it a reasonable investment choice.
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M
Mirae Asset Banking and PSU Fund(IDCW)
The fund shows decent potential with stable growth prospects, but some risks in execution and liquidity need to be monitored.
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M
Motilal Oswal Services Fund(IDCW)
The fund shows potential but faces significant risks and challenges that could impact future performance.
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A
Axis BSE Sensex Index Fund(IDCW)
The Axis BSE Sensex Index Fund shows decent potential for investors looking for exposure to large-cap stocks, but caution is advised due to some underlying risks.
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S
Shriram Aggressive Hybrid Fund(IDCW)
The Shriram Aggressive Hybrid Fund shows decent potential with consistent growth and profitability metrics, but some risks in governance and execution need to be monitored.
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S
Shriram Aggressive Hybrid Fund(IDCW-Payout)
The fund shows potential but has several areas of concern that need to be addressed for better performance.
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S
Shriram ELSS Tax Saver Fund(IDCW)
The fund shows decent potential with stable growth, but faces challenges in profitability and valuation metrics.
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H
HSBC Medium to Long Duration Fund Fund(IDCW)
The fund shows potential but faces challenges in profitability and valuation. Caution is advised.
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H
HSBC Medium to Long Duration Fund Fund(IDCW Payout)
The fund shows decent potential but faces challenges in profitability and valuation metrics. Investors should monitor market conditions closely.
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I
Invesco India Nifty G-sec Sep 2032 Index Fund(IDCW)
The fund offers a decent investment option for conservative investors seeking stability, but growth potential is limited.
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B
Bank of India Arbitrage Fund(A-IDCW)
The Bank of India Arbitrage Fund shows decent potential but faces challenges in growth consistency and valuation metrics.
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B
Bank of India Arbitrage Fund(Q-IDCW)
The Bank of India Arbitrage Fund shows potential but faces challenges in growth consistency and valuation. Caution is advised.
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B
Bank of India Arbitrage Fund(M-IDCW)
The Bank of India Arbitrage Fund shows moderate potential but lacks strong growth drivers and consistency in profitability.
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Business Overview
The Tata BSE Quality Index Fund (IDCW) is a mutual fund designed to track the performance of high-quality companies listed on the BSE. Ideal for conservative investors seeking long-term growth, this fund focuses on companies with strong fundamentals. It matters because it offers a diversified investment option with a focus on quality, reducing risk while aiming for stable returns. With professional management and a transparent investment strategy, it's a smart choice for those looking to build wealth over time.
- Tracks high-quality companies on BSE
- Ideal for conservative long-term investors
- Focuses on companies with strong fundamentals
- Offers diversification to reduce risk
- Professionally managed for optimal performance
Investment Thesis
The Tata BSE Quality Index Fund (IDCW) offers a compelling investment opportunity backed by the esteemed Tata Group, ensuring strong credibility. With the ongoing digital services growth trajectory and attractive valuations compared to peers, this fund is poised for significant long-term gains, making it an ideal choice for retail investors.
- Strong backing from the reputable Tata Group enhances trust and stability.
- Significant growth potential in digital services sector fuels future returns.
- Attractive valuation metrics compared to peer funds indicate potential upside.
- Diversified exposure to quality companies reduces risk for investors.
- Focus on long-term capital appreciation aligns with retail investor goals.
Opportunity vs Risk
Opportunities
- Diversified exposure to quality stocks
- Potential for long-term capital growth
- Tax benefits on long-term investments
- Low expense ratio compared to peers
Risks ⚠️
- Market volatility affecting fund performance
- Sector concentration risk
- Interest rate fluctuations impact
- Regulatory changes in mutual funds
Peer Perspective
Tata BSE Quality Index Fund trades at a slight premium to peers like SBI Nifty Index Fund and HDFC Nifty ETF. A rerating could occur with sustained margin stability and improved growth metrics in the underlying sectors.
📊 Stock Investment Checklist (100 Points)
Tata BSE Quality Index Fund(IDCW) • Updated: 2025-10-01 15:36:01
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10BusinessHighThe fund invests in companies with strong business models and competitive advantages.
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10GrowthHighConsistent revenue and profit growth observed in underlying companies.
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10ProfitabilityHighStrong ROE and ROCE, with healthy cash flow generation.
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8ValuationHighValuation metrics are in line with industry averages.
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7BalanceHighModerate debt levels and good liquidity position.
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6GovernanceGoodPromoter holding is stable with minimal pledging.
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5DriversGoodGrowth drivers are present, but execution risks exist.
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5TechnicalsGoodMarket sentiment is neutral with average liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The Tata BSE Quality Index Fund shows decent potential with a focus on quality companies, but investors should be cautious of execution risks.