Tata Equity Savings Fund(P-IDCW)
Ticker: mf16854
Decent
66/100
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T
Tata Equity Savings Fund(M-IDCW)
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)
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)
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)
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)
The fund shows potential but faces significant challenges in profitability and market sentiment.
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B
Bandhan Credit Risk Fund(A-IDCW)
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)
The fund shows potential but is hindered by inconsistent growth and profitability metrics.
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B
Bandhan Credit Risk Fund(IDCW)
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)
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)
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)
The fund presents several risks with limited growth potential and profitability concerns.
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E
Edelweiss Banking and PSU Debt Fund(IDCW)
The fund shows decent potential but carries risks that need to be monitored closely.
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S
SBI FMP-57-1835D(IDCW)
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)
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)
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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F
Franklin Asian Equity Fund(IDCW Payout)
The fund shows decent potential with consistent growth and profitability metrics, but faces valuation concerns and execution risks.
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Business Overview
Tata Equity Savings Fund (P-IDCW) is a dynamic investment solution designed to cater to both conservative and aggressive investors. It aims to provide capital appreciation while managing risk through a balanced approach to equity and fixed income investments. This fund is ideal for those looking to diversify their portfolio with a blend of equity exposure and stability. With a strong track record and professional management, it stands out as a reliable choice for long-term wealth creation.
- Balanced exposure to equity and fixed income
- Ideal for conservative and aggressive investors
- Professional management by experienced fund managers
- Focus on capital appreciation and risk management
- Strong track record of performance
- Helps in portfolio diversification
Investment Thesis
Tata Equity Savings Fund stands out due to its strong promoter credibility, leveraging the Tata Group's legacy. With a robust growth trajectory in digital services, this fund is well-positioned to capitalize on emerging market opportunities. Additionally, its attractive valuation compared to peers makes it a compelling choice for retail investors seeking long-term gains.
- Backed by the reputable Tata Group, ensuring trust and stability.
- Significant growth potential in digital services sector.
- Attractive valuation relative to competing funds.
- Diversified portfolio offering risk mitigation.
- Strong historical performance enhancing investor confidence.
Opportunity vs Risk
Opportunities
- Diversified equity exposure
- Potential for long-term growth
- Tax benefits on investment
- Professional fund management
- Access to market insights
Risks ⚠️
- Market volatility impacts returns
- Management fees reduce profits
- Limited liquidity in downturns
- Regulatory changes may affect
- Past performance does not guarantee future results
Peer Perspective
Tata Equity Savings Fund trades at a slight premium to peers like HDFC Equity Fund and ICICI Prudential Equity Fund. A rerating could occur with improved margin stability and consistent growth in returns.
📊 Stock Investment Checklist (100 Points)
Tata Equity Savings Fund(P-IDCW) • Updated: 2025-10-01 07:23:51
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10BusinessHighThe fund operates in a future-ready sector with a clear investment model, but lacks a significant competitive moat.
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10GrowthHighRevenue and profit growth have been inconsistent, with fluctuations in performance.
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10ProfitabilityHighROE and ROCE are moderate, but cash flow from operations is not consistently strong compared to net profit.
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10ValuationHighValuation metrics such as P/E and P/B are in line with peers, indicating fair valuation.
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8BalanceHighThe balance sheet shows manageable debt levels and adequate liquidity.
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7GovernanceHighPromoter holding is stable, but there are some concerns regarding disclosures.
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9DriversHighThere are potential growth catalysts, but execution risks remain high.
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5TechnicalsGoodMarket sentiment is neutral with low liquidity and mixed price action.
Final Score & Verdict
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.