Tata Focused Fund
Ticker: mf12940
Risky
48/100
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Business Overview
The Tata Focused Fund is a dynamic mutual fund designed for investors seeking long-term capital appreciation through a concentrated portfolio of high-quality stocks. Ideal for those looking to invest in a select group of companies with strong growth potential, this fund focuses on delivering superior returns while managing risk effectively. With a disciplined investment approach and experienced fund management, it stands out in the competitive market, making it a reliable choice for both new and seasoned investors.
- Targeted investment in high-growth stocks
- Managed by experienced professionals
- Focus on long-term capital appreciation
- Suitable for risk-tolerant investors
- Disciplined approach to portfolio management
Investment Thesis
Tata Focused Fund stands out due to its strong promoter credibility, robust growth potential in digital services, and attractive valuation compared to peers. This combination positions the fund as a compelling investment opportunity for retail investors seeking long-term growth.
- Strong backing from the Tata Group enhances trust and stability.
- Significant growth potential in digital services sector, aligning with market trends.
- Attractive valuation metrics compared to industry peers, offering a margin of safety.
- Proven track record of performance, instilling confidence in future returns.
- Diversified portfolio reduces risk while maximizing growth opportunities.
Peer Perspective
Tata Focused Fund trades at a slight premium compared to peers like SBI Mutual Fund and HDFC Mutual Fund, with potential for rerating contingent on consistent margin stability and accelerated growth in its portfolio.
📊 Stock Investment Checklist (100 Points)
Tata Focused Fund • Updated: 2025-09-29 15:49:44
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10BusinessHighThe fund is invested in sectors that are expected to grow, but lacks a strong competitive moat.
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10GrowthHighRevenue and profit growth have been inconsistent over the past few years.
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10ProfitabilityHighROE and ROCE are average, with cash flow not consistently exceeding net profit.
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8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
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7BalanceHighDebt levels are manageable, but liquidity could be improved.
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6GovernanceGoodPromoter holding is decent, but there are concerns regarding pledging.
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5DriversGoodGrowth catalysts are present, but execution risks are significant.
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5TechnicalsGoodMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 48 / 100
• Risky
The Tata Focused Fund presents several risks with inconsistent growth and average profitability metrics, making it a risky investment at this time.