Tata Equity Savings Fund(P-IDCW Payout)
Ticker: mf16852
Decent
68/100
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T
Tata Equity Savings Fund(M-IDCW Payout)
The Tata Equity Savings Fund shows decent potential with a balanced approach to growth and risk management.
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T
Tata Equity Savings Fund(P-IDCW)
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)
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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Business Overview
Tata Equity Savings Fund (P-IDCW Payout) is a hybrid mutual fund designed for investors seeking a balanced approach to equity and debt investments. Ideal for those looking to generate moderate returns with a lower risk profile, this fund offers a systematic investment strategy. It blends equity exposure with fixed-income securities, making it suitable for both conservative and growth-oriented investors. With a focus on long-term wealth creation, this fund is managed by experienced professionals, ensuring robust portfolio management.
- Hybrid fund combining equity and debt
- Ideal for moderate risk investors
- Systematic investment strategy
- Managed by experienced professionals
- Focus on long-term wealth creation
Investment Thesis
Tata Equity Savings Fund offers a compelling investment opportunity backed by the credibility of the Tata Group. With a robust digital services growth trajectory and attractive valuations compared to peers, this fund is well-positioned for long-term gains, making it a prudent choice for retail investors seeking stability and growth.
- Strong backing from the reputable Tata Group enhances investor confidence.
- Significant growth potential in digital services sector supports future returns.
- Attractive valuation metrics compared to industry peers indicate potential upside.
- Diversified portfolio mitigates risk while capturing market opportunities.
- Consistent performance history reinforces trust among retail investors.
Opportunity vs Risk
Opportunities
- Strong long-term growth potential
- Diversified equity exposure
- Tax benefits on long-term gains
- Rising retail investor interest
- Professional fund management
Risks ⚠️
- Market volatility impacts returns
- Economic downturns affect performance
- Regulatory changes may impact funds
- High expense ratios may reduce gains
- Limited liquidity in certain conditions
Peer Perspective
Tata Equity Savings Fund trades at a slight premium compared to peers like HDFC Equity Fund and ICICI Prudential Equity Fund. A sustained improvement in margin stability could trigger a rerating in its valuation.
📊 Stock Investment Checklist (100 Points)
Tata Equity Savings Fund(P-IDCW Payout) • Updated: 2025-10-01 07:23:42
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10BusinessHighThe fund operates in a future-ready sector with a diversified portfolio.
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10GrowthHighConsistent revenue and profit growth observed over the past few years.
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10ProfitabilityHighStrong ROE and ROCE, with healthy cash flow relative to 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 liquidity.
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6GovernanceGoodPromoter holding is stable, with minimal pledging.
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5DriversGoodGrowth drivers 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 a decent overall performance with stable growth and profitability metrics, but caution is advised due to valuation concerns.