Tata ELSS Fund(IDCW)

Ticker: mf15016
Decent 68/100

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Business Overview

Tata ELSS Fund (IDCW) is an Equity Linked Savings Scheme designed to help investors save on taxes while growing their wealth over the long term. Ideal for individuals looking to invest in equities with tax benefits, this fund offers a balanced approach to capital appreciation and risk management. With a strong track record and professional management, it stands out as a reliable choice for tax-saving investments.

  • Tax-saving investment option under Section 80C
  • Focus on long-term capital appreciation
  • Managed by experienced professionals
  • Diversified portfolio across sectors
  • Ideal for individual investors seeking growth

Opportunity vs Risk

Opportunities
  • Strong historical performance
  • Diversification across sectors
  • Tax benefits under ELSS
  • Consistent fund management
  • Growing retail investor base
Risks ⚠️
  • Market volatility impacts returns
  • Regulatory changes in taxation
  • Economic slowdown effects
  • High expense ratio
  • Limited liquidity compared to stocks
📊 Stock Investment Checklist (100 Points)
Tata ELSS Fund(IDCW) • Updated: 2025-10-01 07:23:12
  • 10
    Business
    High
    The fund is in a future-ready sector with a clear investment model.
  • 10
    Growth
    High
    Consistent revenue and profit growth over the past few years.
  • 10
    Profitability
    High
    Strong ROE and ROCE, with healthy operating cash flow.
  • 8
    Valuation
    High
    Valuation metrics are reasonable compared to peers.
  • 6
    Balance
    Good
    Moderate debt levels and good liquidity.
  • 7
    Governance
    High
    Promoter holding is strong with minimal pledging.
  • 5
    Drivers
    Good
    Growth catalysts are present, but execution risks exist.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The Tata ELSS Fund shows decent potential with consistent growth and profitability metrics, but some risks remain in execution and market sentiment.