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Tata BSE Select Business Groups Index Fund(IDCW)

Ticker: mf17012
Decent 66/100

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B
Bank of India Large Cap Fund(IDCW)
Score 66/100 Decent
The Bank of India Large Cap Fund shows decent potential for growth, but investors should be cautious due to competitive pressures and execution risks.
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S
SBI FMP-68-1302D(IDCW)
Score 63/100 Decent
The stock shows moderate potential but lacks strong growth drivers and profitability consistency.
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A
Aditya Birla SL Nifty Next 50 Index Fund(IDCW)
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The Aditya Birla SL Nifty Next 50 Index Fund presents a decent investment opportunity with a diversified portfolio and growth potential, but investors should be cautious of market volatility and execution risks.
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B
Bank of India Ultra Short Duration Fund(W-IDCW)
Score 70/100 Decent
The fund shows potential for moderate returns, but investors should be cautious of market volatility and execution risks.
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B
Bank of India Ultra Short Duration Fund(DD-IDCW)
Score 68/100 Decent
The fund shows decent potential with moderate risks, but investors should be cautious of market volatility and execution challenges.
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H
HDFC Charity Fund for Cancer Cure-Direct Plan-(75% IDCW Donation Option)
Score 48/100 Risky
The fund faces significant challenges in growth and profitability, making it a risky investment.
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H
HDFC Charity Fund for Cancer Cure-Direct Plan-(50% IDCW Donation Option)
Score 48/100 Decent
The fund has a decent score, indicating a socially responsible investment with moderate growth potential but some risks in execution and cash flow management.
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I
Invesco India Gold ETF FoF(IDCW)
Score 66/100 Decent
Invesco India Gold ETF FoF presents a decent investment opportunity, primarily driven by the stability of gold as an asset class. However, investors should be cautious of market volatility and external economic factors.
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B
Baroda BNP Paribas Credit Risk Fund(Q-IDCW)
Score 48/100 Risky
The fund shows several weaknesses in growth consistency and market sentiment, making it a risky investment.
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B
Baroda BNP Paribas Credit Risk Fund(M-IDCW)
Score 48/100 Risky
The fund presents a risky investment opportunity with limited growth potential and concerns regarding profitability and governance.
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B
Bandhan Nifty 100 Index Fund(IDCW Reinvest)
Score 48/100 Decent
The Bandhan Nifty 100 Index Fund presents a decent investment opportunity with a balanced risk-reward profile, but investors should remain cautious of execution risks.
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B
Bandhan Nifty 100 Index Fund(IDCW)
Score 68/100 Decent
The Bandhan Nifty 100 Index Fund shows decent potential with a diversified portfolio and consistent growth metrics, though some risks and governance concerns exist.
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K
Kotak Nifty SDL Jul 2033 Index Fund(IDCW)
Score 68/100 Decent
The Kotak Nifty SDL Jul 2033 Index Fund presents a decent investment opportunity with stable returns, though it lacks the growth potential of equities.
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D
DSP FMP 270-1144D(IDCW)
Score 68/100 Decent
The stock shows decent fundamentals but lacks strong growth prospects and has some liquidity concerns.
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E
Edelweiss Nifty 50 Index Fund(IDCW)
Score 68/100 Decent
The Edelweiss Nifty 50 Index Fund shows decent potential for investors looking for exposure to the Nifty 50, but caution is advised due to market volatility and average profitability metrics.
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U
UTI FTIF-XXXV-II(1223D)(A-IDCW)
Score 68/100 Decent
The stock shows moderate potential but is hindered by inconsistent growth and valuation concerns.
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Business Overview

The Tata BSE Select Business Groups Index Fund (IDCW) is a mutual fund designed for investors looking to gain exposure to India's leading business groups. This fund tracks the BSE Select Business Groups Index, providing a diversified investment option that reflects the performance of established conglomerates. Ideal for long-term investors seeking stability and growth, this fund offers an opportunity to participate in India's economic progress while benefiting from professional management.

  • Diversified exposure to top Indian business groups
  • Ideal for long-term wealth creation
  • Professionally managed for optimal performance
  • Tracks a well-recognized index
  • Suitable for risk-averse investors

Investment Thesis

Tata BSE Select Business Groups Index Fund (IDCW) offers a compelling investment opportunity due to its strong promoter credibility, robust growth potential in digital services, and attractive valuation compared to peers. This fund is well-positioned to capitalize on India's economic growth, making it a solid choice for retail investors.

  • Strong backing from the Tata Group, ensuring reliability and trust.
  • Significant growth potential in digital services sector, aligning with market trends.
  • Attractive valuation metrics compared to industry peers, offering better entry points.
  • Diversified exposure to leading companies within the Tata business ecosystem.
  • Potential for steady returns through a well-managed index fund structure.

Opportunity vs Risk

Opportunities
  • Diversified exposure to top Indian companies
  • Potential for long-term capital appreciation
  • Low expense ratio compared to active funds
  • Rising interest in index investing
Risks ⚠️
  • Market volatility affecting index performance
  • Limited control over individual stock selection
  • Economic downturns impacting overall market
  • Regulatory changes affecting fund operations

Peer Perspective

Tata BSE Select Business Groups Index Fund trades at a slight premium compared to peers like Nifty 50 Index Fund and Sensex Index Fund. A rerating could occur with improved margin stability and consistent growth in underlying sectors.
📊 Stock Investment Checklist (100 Points)
Tata BSE Select Business Groups Index Fund(IDCW) • Updated: 2025-10-01 15:36:22
  • 10
    Business
    High
    The fund is diversified across future-ready sectors but lacks a clear moat.
  • 10
    Growth
    High
    Consistent revenue growth observed, but profit growth is moderate.
  • 10
    Profitability
    High
    ROE and ROCE are average; OCF is stable but not exceptional.
  • 8
    Valuation
    High
    Valuation metrics are in line with peers but not compelling.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 6
    Governance
    Good
    Promoter holding is decent, but there are concerns about pledging.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral; liquidity is average.
Final Score & Verdict
Score 66 / 100 • Decent
The fund shows decent potential with moderate risks, but investors should be cautious about execution and governance issues.