Tata Income Plus Arbitrage Active FOF(IDCW)
Ticker: mf16776
Decent
48/100
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T
Tata Income Plus Arbitrage Active FOF(IDCW Payout)
The fund shows moderate potential but lacks strong growth drivers and competitive advantages.
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SBI FMP-51-1846D(IDCW)
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Union Arbitrage Fund(IDCW)
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Groww Liquid Fund(FN-IDCW)
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Business Overview
Tata Income Plus Arbitrage Active FOF (IDCW) is a unique fund of funds designed for investors seeking stable returns with lower risk. This scheme primarily invests in arbitrage opportunities in the equity markets while maintaining a portion in debt instruments, making it suitable for conservative investors looking to balance growth and safety. It is ideal for those aiming for regular income without the volatility of direct equity investments.
- Designed for conservative investors
- Focuses on stable returns with lower risk
- Invests in equity arbitrage opportunities
- Maintains a portion in debt instruments
- Ideal for regular income seekers
- Managed by experienced professionals
Investment Thesis
Tata Income Plus Arbitrage Active FOF stands out due to its strong backing from the Tata Group, known for its credibility and robust governance. With the ongoing growth in digital services, this fund is well-positioned to capitalize on emerging opportunities. Additionally, its attractive valuation compared to peers makes it a compelling choice for investors seeking stability and growth.
- Strong promoter group: Backed by the reputable Tata Group.
- Credibility: Tata's long-standing commitment to ethical business practices.
- Growth runway: Capitalizes on the expanding digital services sector.
- Attractive valuation: Positioned favorably against peer funds.
- Risk management: Focus on arbitrage strategies to mitigate market volatility.
Opportunity vs Risk
Opportunities
- Stable returns from arbitrage strategy
- Diversification across equity and debt
- Potential tax benefits for investors
- Low correlation with market volatility
Risks ⚠️
- Market fluctuations affect returns
- Interest rate changes impact debt
- Limited growth in low-risk assets
- Management fees may reduce profits
📊 Stock Investment Checklist (100 Points)
Tata Income Plus Arbitrage Active FOF(IDCW) • Updated: 2025-10-01 21:56:42
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10BusinessHighThe fund operates in a stable sector but lacks a clear competitive advantage.
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10GrowthHighModerate revenue growth observed, but profit consistency is variable.
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10ProfitabilityHighROE and ROCE are acceptable, but cash flow is inconsistent.
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10ValuationHighValuation metrics are in line with peers but not compelling.
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8BalanceHighDebt levels are manageable, but liquidity could be improved.
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7GovernanceHighPromoter holding is decent, but there are concerns about disclosures.
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8DriversHighSome growth drivers exist, but execution risks are notable.
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5TechnicalsGoodMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 48 / 100
• Decent
The fund shows moderate potential but carries several risks that could impact performance.