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Tata Dividend Yield Fund(IDCW)

Ticker: mf16060
Decent 48/100

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E
Edelweiss Recently Listed IPO Fund(IDCW)
Score 66/100 Decent
The fund shows potential but faces challenges in growth consistency and valuation metrics.
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B
Baroda BNP Paribas Dividend Yield Fund(IDCW)
Score 48/100 Risky
The fund presents several risks with inconsistent growth and average profitability metrics, making it a risky investment at this time.
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K
Kotak Nifty 50 Index Fund(IDCW Payout)
Score 68/100 Decent
The Kotak Nifty 50 Index Fund shows decent potential for growth with a stable underlying portfolio, but investors should be cautious of market volatility.
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K
Kotak Nifty 50 Index Fund(IDCW)
Score 70/100 Decent
The Kotak Nifty 50 Index Fund presents a decent investment opportunity with stable growth and a strong balance sheet, though some execution risks exist.
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I
ICICI Pru Retirement Fund-Hybrid Aggressive Plan(IDCW)
Score 68/100 Decent
The ICICI Pru Retirement Fund-Hybrid Aggressive Plan shows decent potential with consistent growth and manageable risks, but faces challenges in valuation and market sentiment.
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3
360 ONE Liquid Fund(W-IDCW Reinv)
Score 75/100 Decent
The fund shows decent potential with consistent growth and manageable risks, but investors should be cautious of execution risks and governance concerns.
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3
360 ONE Liquid Fund(W-IDCW)
Score 48/100 Decent
The 360 ONE Liquid Fund presents a decent investment opportunity with stable growth and a strong balance sheet, but potential investors should be cautious of execution risks and moderate growth rates.
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3
360 ONE Liquid Fund(DD-IDCW)
Score 68/100 Decent
The fund shows decent potential with stable growth prospects, but faces challenges in profitability and liquidity.
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M
Mahindra Manulife Balanced Advantage Fund(IDCW)
Score 66/100 Decent
The fund shows decent potential with a balanced approach to growth and risk management, but investors should remain cautious of valuation metrics.
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M
Mahindra Manulife Balanced Advantage Fund(IDCW Payout)
Score 68/100 Decent
The fund shows decent potential with a balanced approach to growth and risk management.
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A
Axis Quant Fund(IDCW)
Score 66/100 Decent
The Axis Quant Fund shows a decent investment opportunity with solid growth potential and manageable risks.
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B
Bajaj Finserv Arbitrage Fund(IDCW)
Score 48/100 Decent
Bajaj Finserv Arbitrage Fund shows decent potential but carries certain risks that investors should be aware of.
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A
Axis CRISIL-IBX AAA Bond NBFC - Jun 2027 Index Fund(IDCW)
Score 66/100 Decent
The fund shows decent potential but is hindered by growth and profitability concerns.
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B
Bandhan Overnight Fund(IDCW)
Score 48/100 Decent
The Bandhan Overnight Fund shows potential but faces challenges in growth consistency and valuation. Caution is advised.
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B
Bandhan Overnight Fund(W-IDCW)
Score 68/100 Decent
The Bandhan Overnight Fund shows potential but faces challenges in growth consistency and valuation metrics. Caution is advised.
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B
Bandhan Overnight Fund(M-IDCW)
Score 48/100 Risky
The Bandhan Overnight Fund shows potential but carries significant risks due to inconsistent growth and valuation concerns. Caution is advised for investors.
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Business Overview

The Tata Dividend Yield Fund (IDCW) is a mutual fund designed for investors seeking regular income through dividends while maintaining exposure to equity markets. Ideal for conservative investors, this fund focuses on high-dividend yielding stocks, aiming to provide stability and potential capital appreciation. It matters because it offers a blend of growth and income, catering to those looking to enhance their portfolio with reliable returns. With professional management and a diversified approach, it stands as a trustworthy option for long-term financial goals.

  • Focuses on high-dividend yielding stocks
  • Ideal for conservative investors
  • Offers potential for capital appreciation
  • Managed by experienced professionals
  • Provides regular income through dividends

Opportunity vs Risk

Opportunities
  • Consistent dividend payouts
  • Strong historical performance
  • Diversified investment portfolio
  • Potential for capital appreciation
  • Tax benefits on dividends
Risks ⚠️
  • Market volatility impacts returns
  • Interest rate fluctuations
  • Economic downturns affect dividends
  • Management fees may reduce gains
  • Limited growth in mature sectors
📊 Stock Investment Checklist (100 Points)
Tata Dividend Yield Fund(IDCW) • Updated: 2025-10-01 07:23:04
  • 10
    Business
    High
    The fund is in a stable sector but lacks a significant competitive moat.
  • 10
    Growth
    High
    Consistent revenue growth but profit growth has been volatile.
  • 10
    Profitability
    High
    ROE and ROCE are decent, but cash flow is inconsistent.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 6
    Governance
    Good
    Promoter holding is strong, but some concerns over disclosures.
  • 5
    Drivers
    Good
    Limited growth catalysts identified, execution risks present.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 48 / 100 • Decent
The Tata Dividend Yield Fund shows potential but has several areas of concern that could affect its performance.