Portfolio Alerts Watch List Cart

Tata Equity Savings Fund(M-IDCW)

Ticker: mf16855
Decent 68/100

☆ Add to Watchlist
Metrics AI Probability Business Overview Investment Thesis Opportunity/Risk Peer Perspective Future Outlook FAQs Investment Checklist Confidence Score

More Options

C
Canara Rob Overnight Fund(DD-IDCW)
Score 56/100 Decent
The fund shows potential for moderate returns but carries certain risks that investors should consider.
View details
B
Bandhan Credit Risk Fund(A-IDCW Reinv)
Score 68/100 Decent
The fund shows potential but faces challenges in growth consistency and valuation metrics. Caution is advised.
View details
B
Bandhan Credit Risk Fund(IDCW-Reinv)
Score 58/100 Decent
The fund shows potential but carries significant risks due to market conditions and growth inconsistencies.
View details
B
Bandhan Credit Risk Fund(Q-IDCW Reinv)
Score 58/100 Decent
The fund shows potential but faces significant challenges in profitability and market sentiment.
View details
B
Bandhan Credit Risk Fund(A-IDCW)
Score 48/100 Risky
The fund shows potential but is hindered by profitability issues and market risks, making it a risky investment.
View details
B
Bandhan Credit Risk Fund(Q-IDCW)
Score 58/100 Decent
The fund shows potential but is hindered by inconsistent growth and profitability metrics.
View details
B
Bandhan Credit Risk Fund(IDCW)
Score 68/100 Decent
The fund shows potential but is hindered by profitability concerns and market volatility.
View details
E
Edelweiss Banking and PSU Debt Fund(M-IDCW)
Score 48/100 Risky
The fund presents several risks with limited growth potential and weak market sentiment, making it a risky investment choice.
View details
E
Edelweiss Banking and PSU Debt Fund(FN-IDCW)
Score 70/100 Decent
The fund shows decent potential but is hindered by inconsistent growth and average profitability metrics.
View details
E
Edelweiss Banking and PSU Debt Fund(W-IDCW)
Score 48/100 Risky
The fund presents several risks with limited growth potential and profitability concerns.
View details
E
Edelweiss Banking and PSU Debt Fund(IDCW)
Score 68/100 Decent
The fund shows decent potential but carries risks that need to be monitored closely.
View details
S
SBI FMP-57-1835D(IDCW)
Score 48/100 Risky
The stock presents several risks with limited growth potential and inconsistent profitability, making it a risky investment.
View details
Q
Quant ESG Integration Strategy Fund(IDCW)
Score 68/100 Decent
The fund shows potential in the ESG space but faces challenges in growth consistency and profitability metrics.
View details
F
Franklin Asian Equity Fund(IDCW)
Score 68/100 Decent
The Franklin Asian Equity Fund shows decent potential for growth with moderate risks, but investors should be cautious due to some governance concerns and execution risks.
View details
F
Franklin Asian Equity Fund(IDCW Payout)
Score 68/100 Decent
The fund shows decent potential with consistent growth and profitability metrics, but faces valuation concerns and execution risks.
View details
S
SBI FMP-55-1849D(IDCW)
Score 68/100 Decent
The stock shows decent potential but is hindered by inconsistent growth and moderate profitability metrics.
View details

Business Overview

Tata Equity Savings Fund (M-IDCW) is a hybrid mutual fund designed for conservative investors seeking a balance between equity and debt exposure. It aims to generate long-term capital appreciation while minimizing risk through a diversified portfolio. Ideal for individuals looking to invest in equities without excessive volatility, this fund offers a systematic approach to wealth creation. With professional management and a focus on stability, it serves as a reliable option for those aiming for steady growth in their investment journey.

  • Hybrid fund combining equity and debt
  • Designed for conservative investors
  • Focus on long-term capital appreciation
  • Minimizes risk through diversification
  • Professionally managed for optimal returns
  • Ideal for systematic wealth creation

Opportunity vs Risk

Opportunities
  • Strong long-term growth potential
  • Diversified equity exposure
  • Tax benefits on long-term gains
  • Professional fund management
  • Regular dividend payouts
Risks ⚠️
  • Market volatility impacts returns
  • Management fees reduce profits
  • Economic downturns affect performance
  • Limited liquidity in short term
  • Regulatory changes may impact fund

Peer Perspective

Tata Equity Savings Fund trades at a slight premium compared to peers like HDFC Equity Fund and ICICI Prudential Balanced Advantage Fund. A rerating could occur with improved margin stability and consistent growth in returns.
📊 Stock Investment Checklist (100 Points)
Tata Equity Savings Fund(M-IDCW) • Updated: 2025-10-01 07:23:33
  • 10
    Business
    High
    The fund is in a future-ready sector with a clear investment model.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed over the past few years.
  • 10
    Profitability
    High
    ROE and ROCE are above industry averages, with healthy OCF.
  • 8
    Valuation
    High
    Valuation metrics are reasonable compared to peers.
  • 7
    Balance
    High
    Strong balance sheet with manageable debt levels.
  • 6
    Governance
    Good
    Promoter holding is stable, with good disclosure practices.
  • 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 Equity Savings Fund shows decent potential with a balanced approach to growth and risk management.