Tata Focused Fund(IDCW)
Ticker: mf15630
Decent
68/100
☆ Add to Watchlist
More Options
M
Mirae Asset Ultra Short Duration Fund(IDCW)
The Mirae Asset Ultra Short Duration Fund is positioned well within its sector, showing decent growth and profitability metrics, though it faces some risks related to governance and market sentiment.
View details
T
Tata India Innovation Fund(IDCW Payout)
The Tata India Innovation Fund shows potential with decent growth prospects, but faces challenges in profitability and valuation metrics.
View details
T
Tata India Innovation Fund(IDCW)
The Tata India Innovation Fund shows potential with a decent score, indicating a balanced risk-reward scenario for investors.
View details
S
SBI Nifty Next 50 Index Fund(IDCW Payout)
The SBI Nifty Next 50 Index Fund presents a decent investment opportunity with a diversified portfolio and consistent growth potential, though some risks remain.
View details
S
SBI Nifty Next 50 Index Fund(IDCW)
The SBI Nifty Next 50 Index Fund presents a decent investment opportunity with moderate growth potential, but investors should be cautious of execution risks and governance issues.
View details
A
Aditya Birla SL Business Cycle Fund(IDCW)
The fund has a decent outlook but faces challenges in growth consistency and execution risks.
View details
B
Bandhan Innovation Fund(IDCW Reinvest)
The fund shows potential with decent growth prospects, but some risks and valuation concerns exist.
View details
B
Bandhan Innovation Fund(IDCW)
The Bandhan Innovation Fund shows potential with a decent score, indicating a balanced risk-reward profile, but investors should be cautious of execution risks and valuation levels.
View details
D
DSP Overnight Fund(DD-IDCW)
The DSP Overnight Fund shows several weaknesses in growth and profitability metrics, indicating a risky investment at this time.
View details
I
ICICI Pru MNC Fund(IDCW-Payout)
The ICICI Pru MNC Fund shows decent potential with a focus on strong multinational companies, though some valuation concerns and execution risks should be monitored.
View details
I
ICICI Pru MNC Fund(IDCW)
The ICICI Pru MNC Fund shows decent potential with a focus on multinational companies, but investors should be cautious of valuation and execution risks.
View details
B
Bandhan Nifty100 Low Volatility 30 Index Fund(IDCW Reinvest)
The Bandhan Nifty100 Low Volatility 30 Index Fund presents a decent investment opportunity with stable growth potential, but investors should be cautious of valuation and execution risks.
View details
B
Bandhan Nifty100 Low Volatility 30 Index Fund(IDCW)
The fund presents a decent investment opportunity with a focus on stability, but growth potential is limited and risks remain due to market conditions.
View details
U
UTI Conservative Hybrid Fund(F-IDCW)
The UTI Conservative Hybrid Fund shows moderate potential with some risks, particularly in profitability and market sentiment.
View details
U
UTI Conservative Hybrid Fund(M-IDCW)
The fund shows decent potential with a balanced approach to growth and risk management.
View details
D
DSP Income Plus Arbitrage Omni FoF(IDCW Reinvest)
The fund shows decent potential with stable growth and manageable risks, but lacks strong catalysts for significant upside.
View details
Business Overview
Tata Focused Fund (IDCW) is a dynamic mutual fund designed for investors seeking concentrated exposure to high-quality stocks. Ideal for those with a moderate to high-risk appetite, this fund focuses on a select number of companies, aiming for substantial long-term growth. Its disciplined investment approach and experienced management team make it a compelling choice for wealth creation. By investing in this fund, you can benefit from professional expertise while potentially achieving higher returns.
- Concentrated portfolio of high-quality stocks
- Managed by experienced investment professionals
- Targets long-term capital appreciation
- Suitable for moderate to high-risk investors
- Disciplined investment strategy for optimal returns
Investment Thesis
Tata Focused Fund (IDCW) stands out due to its strong promoter credibility, robust growth in digital services, and attractive valuations compared to peers. This combination positions the fund as a compelling choice for investors seeking long-term growth and stability in the Indian market.
- Backed by the reputable Tata Group, ensuring strong governance and trust.
- Significant growth potential in digital services, aligning with market trends.
- Valuations are competitive, offering a favorable entry point for investors.
- Diversified portfolio reduces risk while capitalizing on high-growth sectors.
- Consistent performance history enhances investor confidence.
Peer Perspective
Tata Focused Fund trades at a slight premium compared to peers like HDFC Equity Fund and ICICI Prudential Focused Equity Fund. A rerating could occur if it achieves consistent margin stability and growth acceleration.
📊 Stock Investment Checklist (100 Points)
Tata Focused Fund(IDCW) • Updated: 2025-10-01 07:25:35
-
10BusinessHighThe fund is invested in sectors that are expected to grow, but lacks a strong competitive moat.
-
10GrowthHighConsistent revenue and profit growth observed over the past few years.
-
10ProfitabilityHighROE and ROCE are above industry average, but OCF is inconsistent.
-
8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
-
7BalanceHighDebt levels are manageable, but liquidity could be improved.
-
6GovernanceGoodPromoter holding is strong, but there are concerns about pledging.
-
5DriversGoodGrowth drivers are present, but execution risks remain.
-
5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The Tata Focused Fund shows decent potential with consistent growth metrics, but faces challenges in valuation and execution risks.