Tata Flexi Cap Fund(IDCW-Payout)
Ticker: mf15193
Decent
68/100
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Business Overview
Tata Flexi Cap Fund is a dynamic equity mutual fund that invests across large, mid, and small-cap stocks, providing investors with a diversified portfolio. Ideal for those seeking long-term capital appreciation with the flexibility to adapt to market conditions, this fund is designed for both new and seasoned investors looking to grow their wealth. Its balanced approach helps mitigate risks while maximizing returns, making it a reliable choice in the Indian market.
- Diversified investment across market capitalizations
- Suitable for long-term wealth creation
- Flexibility to adapt to market changes
- Managed by experienced professionals
- Potential for attractive returns over time
Investment Thesis
Tata Flexi Cap Fund stands out due to its strong promoter credibility, robust growth in digital services, and attractive valuation compared to peers. These factors position the fund as a compelling choice for investors seeking long-term capital appreciation.
- Backed by the reputable Tata Group, ensuring trust and stability.
- Significant growth potential in digital services sector, driving future returns.
- Valuation metrics indicate it is undervalued relative to industry peers.
- Diversified portfolio reduces risk while capturing market opportunities.
- Focus on long-term performance aligns with investor goals.
Opportunity vs Risk
Opportunities
- Diversified investment across sectors
- Potential for high long-term returns
- Flexibility in market conditions
- Professional fund management expertise
Risks ⚠️
- Market volatility impacts returns
- Possible underperformance against benchmarks
- Liquidity risk in market downturns
- Expense ratio may affect profits
Peer Perspective
Tata Flexi Cap Fund trades at a slight premium compared to peers like Axis Flexi Cap and Mirae Asset Flexi Cap. A rerating could occur if it demonstrates consistent margin stability and accelerated growth.
📊 Stock Investment Checklist (100 Points)
Tata Flexi Cap Fund(IDCW-Payout) • Updated: 2025-10-01 07:24:17
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10BusinessHighThe fund is invested 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 good liquidity.
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6GovernanceGoodPromoter holding is stable, with no significant 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 Flexi Cap Fund shows a decent potential for growth with manageable risks, making it a reasonable investment option.