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Tata Equity Savings Fund(M-IDCW Payout)

Ticker: mf16853
Decent 66/100

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T
Tata Equity Savings Fund(P-IDCW)
Score 66/100 Decent
The Tata Equity Savings Fund shows decent potential with a balanced approach, but investors should be cautious about growth consistency and execution risks.
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T
Tata Equity Savings Fund(M-IDCW)
Score 68/100 Decent
The Tata Equity Savings Fund shows decent potential with a balanced approach to growth and risk management.
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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.
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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.
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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.
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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.
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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.
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B
Bandhan Credit Risk Fund(Q-IDCW)
Score 58/100 Decent
The fund shows potential but is hindered by inconsistent growth and profitability metrics.
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B
Bandhan Credit Risk Fund(IDCW)
Score 68/100 Decent
The fund shows potential but is hindered by profitability concerns and market volatility.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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Business Overview

Tata Equity Savings Fund is a balanced investment solution designed for conservative investors looking to gain exposure to equities while minimizing risk. Ideal for those seeking regular income and capital appreciation, this fund strategically invests in a mix of equity, debt, and derivatives. It aims to provide stability and growth, making it suitable for long-term financial goals. With a professional management team and a disciplined investment approach, this fund is a reliable choice for individuals aiming to enhance their portfolio with a blend of safety and returns.

  • Balanced investment approach
  • Suitable for conservative investors
  • Focus on regular income and capital appreciation
  • Professional management team
  • Disciplined investment strategy
  • Enhances portfolio stability and growth

Opportunity vs Risk

Opportunities
  • Strong historical performance
  • Diversified equity exposure
  • Potential for long-term growth
  • Tax benefits on dividends
  • Professional fund management
Risks ⚠️
  • Market volatility impacts returns
  • Management fees may reduce gains
  • Economic downturns affect performance
  • Limited liquidity in certain conditions
  • Regulatory changes may impact fund

Peer Perspective

Tata Equity Savings Fund trades at a slight premium compared to peers like HDFC Equity Savings Fund and ICICI Prudential Equity Savings 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 Payout) • Updated: 2025-10-01 07:23:26
  • 10
    Business
    High
    The fund operates 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 healthy, but OCF is slightly lower than net profit.
  • 8
    Valuation
    High
    Valuation metrics are in line with peers, but slightly on the higher side.
  • 7
    Balance
    High
    Debt levels are manageable with good liquidity.
  • 9
    Governance
    High
    Promoter holding is strong with minimal pledging.
  • 10
    Drivers
    High
    Strong growth drivers identified, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 66 / 100 • Decent
The Tata Equity Savings Fund shows decent potential with a balanced approach to growth and risk management.