Tata Equity Savings Fund
Ticker: mf13483
Decent
68/100
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B
Baroda BNP Paribas Equity Savings Fund
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S
SBI FMP-55-1849D
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F
Franklin Asian Equity Fund
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ICICI Pru Nifty SDL Sep 2026 Index Fund
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H
HDFC FMP-Sr 46-1406D-Aug 2022
The stock shows potential but is hindered by inconsistent growth and market sentiment. Caution is advised.
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U
UTI Nifty Midcap 150 Quality 50 Index Fund
The UTI Nifty Midcap 150 Quality 50 Index Fund shows decent potential with a focus on quality midcap stocks, though some risks remain.
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L
LIC MF Ultra Short Duration Fund
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A
Axis Nifty AAA Bond Plus SDL Apr 2026 50:50 ETF FoF
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Kotak FMP-300-1223D
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Business Overview
Tata Equity Savings Fund is an innovative mutual fund designed for investors seeking a balanced approach to equity and debt investments. Ideal for conservative investors looking to diversify their portfolios while aiming for capital appreciation, this fund combines the potential of equities with the stability of fixed-income securities. With a seasoned management team and a disciplined investment strategy, it offers a compelling option for those looking to navigate market volatility with confidence.
- Balanced exposure to equities and fixed income
- Ideal for conservative investors
- Managed by experienced professionals
- Aims for capital appreciation and stability
- Diversifies investment risk effectively
Opportunity vs Risk
Opportunities
- Diversified equity exposure
- Potential for long-term growth
- Tax benefits on investments
- Access to professional management
Risks ⚠️
- Market volatility impacts returns
- Limited liquidity in fund
- Management fees reduce profits
- Economic downturns affect performance
📊 Stock Investment Checklist (100 Points)
Tata Equity Savings Fund • Updated: 2025-09-29 15:49:09
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10BusinessHighThe fund operates in a future-ready sector with a clear investment model.
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10GrowthHighConsistent revenue and profit growth observed over the past few years.
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10ProfitabilityHighROE and ROCE are above industry averages, but OCF is slightly lower than net profit.
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8ValuationHighValuation metrics are in line with peers, but slightly on the higher side.
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7BalanceHighDebt levels are manageable, with adequate reserves and liquidity.
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6GovernanceGoodPromoter holding is strong, but there are minor concerns regarding pledging.
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5DriversGoodGrowth catalysts are present, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The Tata Equity Savings Fund shows decent potential with a balanced approach to growth and profitability, but investors should remain cautious of execution risks.