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Tata Business Cycle Fund(IDCW Payout)

Ticker: mf15332
Decent 68/100

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T
Tata Business Cycle Fund(IDCW)
Score 56/100 Decent
The Tata Business Cycle Fund shows potential but is hindered by inconsistent growth and average profitability metrics. Caution is advised due to valuation concerns and execution risks.
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A
Aditya Birla SL Medium Term Plan(IDCW)
Score 48/100 Decent
The stock shows potential but carries moderate risks and inconsistencies in growth and profitability metrics.
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A
Aditya Birla SL Medium Term Plan(H-IDCW)
Score 66/100 Decent
The fund shows potential for moderate returns, but investors should be cautious due to execution risks and market conditions.
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A
Aditya Birla SL Medium Term Plan(Q-IDCW)
Score 66/100 Decent
The stock shows decent potential but carries some risks that need to be monitored closely.
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T
Tata Banking & Financial Services Fund(IDCW-Payout)
Score 68/100 Decent
The fund shows potential for moderate returns, but investors should be cautious of market volatility and execution risks.
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T
Tata Banking & Financial Services Fund(IDCW)
Score 48/100 Decent
The fund shows potential but is facing several challenges that could impact future performance.
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S
Sundaram Multi Cap Fund(IDCW)
Score 68/100 Decent
The Sundaram Multi Cap Fund shows a decent investment potential with consistent growth and profitability metrics, but investors should be cautious of market volatility and governance concerns.
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M
Mirae Asset Healthcare Fund(IDCW)
Score 68/100 Decent
The fund shows decent potential with a strong position in the healthcare sector, but some risks and valuation concerns should be monitored.
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I
Invesco India ELSS Tax Saver Fund(IDCW)
Score 68/100 Decent
The fund shows decent potential with a balanced approach to growth and profitability, but investors should remain cautious of execution risks.
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E
Edelweiss Flexi Cap Fund(IDCW)
Score 68/100 Decent
The Edelweiss Flexi Cap Fund shows decent potential with a balanced approach to growth and profitability, but some risks remain.
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K
Kotak Dynamic Bond Fund(IDCW Payout)
Score 66/100 Decent
The Kotak Dynamic Bond Fund presents a decent investment opportunity with stable growth and manageable risks, but potential investors should be cautious of liquidity and execution risks.
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K
Kotak Dynamic Bond Fund(IDCW)
Score 68/100 Decent
The Kotak Dynamic Bond Fund shows decent potential with stable growth and profitability metrics, making it a viable option for conservative investors.
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N
Nippon India Innovation Fund(IDCW)
Score 68/100 Decent
The Nippon India Innovation Fund shows potential with decent growth and profitability metrics, but faces challenges in valuation and execution risks.
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N
Nippon India Consumption Fund(IDCW)
Score 68/100 Decent
The Nippon India Consumption Fund shows potential for growth in a favorable sector, but it faces some risks related to execution and market valuation.
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D
DSP Corp Bond Fund(Q-IDCW)
Score 48/100 Risky
The fund shows some stability but lacks strong growth prospects and has several risks that could impact performance.
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D
DSP Corp Bond Fund(M-IDCW)
Score 70/100 Decent
The fund shows decent potential but carries risks that investors should be aware of.
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Business Overview

Tata Business Cycle Fund (IDCW Payout) is a dynamic mutual fund designed to capitalize on various phases of the economic cycle. Ideal for investors looking to enhance their portfolio with strategic equity exposure, this fund aims to generate long-term capital appreciation. Its unique approach allows for flexibility in asset allocation, making it suitable for both conservative and aggressive investors. With a focus on quality stocks, it seeks to deliver consistent returns while managing risks effectively.

  • Dynamic investment strategy based on economic cycles
  • Suitable for both conservative and aggressive investors
  • Focus on long-term capital appreciation
  • Expert fund management team
  • Regular income through IDCW payouts

Investment Thesis

Tata Business Cycle Fund stands out due to its strong promoter group and credibility, ensuring investor confidence. With a robust growth trajectory in digital services, the fund is well-positioned to capitalize on emerging opportunities. Additionally, its attractive valuation compared to peers makes it a compelling investment choice for retail investors seeking long-term gains.

  • Backed by the reputable Tata Group, ensuring strong governance and trust.
  • Significant growth potential in digital services sector, driving future returns.
  • Competitive valuation compared to industry peers, enhancing investment appeal.
  • Focus on cyclical sectors poised for recovery, aligning with economic trends.
  • Proven track record of performance, instilling confidence in long-term investors.

Opportunity vs Risk

Opportunities
  • Strong historical performance
  • Diversified investment portfolio
  • Potential for long-term growth
  • Focus on cyclical sectors
  • Tax benefits on dividends
Risks ⚠️
  • Market volatility impacts returns
  • Economic downturns affect performance
  • Sector-specific risks
  • Regulatory changes
  • Dependence on market cycles

Peer Perspective

Tata Business Cycle Fund trades at a slight premium compared to peers like SBI Mutual Fund and HDFC Mutual Fund. A rerating could occur if it demonstrates consistent margin stability and superior growth in its underlying assets.
📊 Stock Investment Checklist (100 Points)
Tata Business Cycle Fund(IDCW Payout) • Updated: 2025-10-01 15:36:32
  • 10
    Business
    High
    The fund is positioned in a cyclical sector, but lacks a strong competitive moat.
  • 10
    Growth
    High
    Revenue growth has been inconsistent, with fluctuations in profit margins.
  • 10
    Profitability
    High
    ROE and ROCE are average, with operating cash flow sometimes lagging behind net profit.
  • 8
    Valuation
    High
    Valuation metrics are higher than peers, indicating potential overvaluation.
  • 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 limited, with execution risks present.
  • 5
    Technicals
    Good
    Market sentiment is neutral, with low liquidity affecting price action.
Final Score & Verdict
Score 68 / 100 • Decent
The Tata Business Cycle Fund shows potential but faces challenges in growth consistency and valuation. Caution is advised for new investors.