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Tata Income Plus Arbitrage Active FOF(IDCW Payout)

Ticker: mf16777

Decent 48/100

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Sundaram Overnight Fund(M-IDCW Payout)

Score 68/100 Decent

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Groww Liquid Fund(FN-IDCW)

Score 48/100 Decent

The Groww Liquid Fund shows decent potential but lacks strong growth drivers and competitive advantages. Caution is advised.

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Score 70/100 Decent

The Groww Liquid Fund shows decent potential with stable growth and fair valuation, but it faces challenges in profitability consistency and execution risks.

Groww Liquid Fund(W-IDCW)

Score 66/100 Decent

The Groww Liquid Fund shows decent potential with stable growth and acceptable profitability metrics, but it faces challenges in cash flow consistency and market liquidity.

Business Overview

Tata Income Plus Arbitrage Active Fund of Funds (IDCW Payout) is designed for investors seeking stable returns with lower risk exposure. This fund strategically invests in arbitrage opportunities across equity and debt markets, making it ideal for conservative investors looking for a balanced approach to wealth accumulation. Its focus on income generation through regular payouts further enhances its appeal.

Designed for conservative investors
Focuses on stable, consistent returns
Invests in arbitrage opportunities
Regular income payouts enhance cash flow
Managed by experienced professionals
Low risk exposure compared to traditional equity funds

Investment Thesis

Tata Income Plus Arbitrage Active FOF stands out due to its strong promoter backing from the Tata Group, a legacy of trust and credibility. With the growing digital services sector, this fund is well-positioned to capitalize on emerging opportunities. Its attractive valuation compared to peers makes it a compelling choice for investors seeking stability and growth.

Strong backing from the reputable Tata Group enhances investor confidence.
Significant growth potential in digital services supports future returns.
Attractive valuation compared to peer funds offers a competitive edge.
Focus on arbitrage strategies provides a balanced risk-return profile.
Consistent performance history adds to its appeal for long-term investors.

Opportunity vs Risk

Opportunities

Stable income through arbitrage strategy
Potential for capital appreciation
Diversified investment across markets
Low correlation with equity markets

Risks ⚠️

Market volatility affecting returns
Interest rate fluctuations impact performance
Limited liquidity in certain conditions
Regulatory changes affecting arbitrage opportunities

📊 Stock Investment Checklist (100 Points)

Tata Income Plus Arbitrage Active FOF(IDCW Payout) • Updated: 2025-10-01 21:56:35

10

Business
High

The fund operates in a stable sector but lacks a significant competitive moat.
10

Growth
High

Moderate revenue growth with inconsistent profit margins.
10

Profitability
High

ROE and ROCE are acceptable but not outstanding.
8

Valuation
High

Valuation metrics are average compared to peers.
7

Balance
High

Debt levels are manageable, but liquidity could be improved.
6

Governance
Good

Promoter holding is decent, but there are concerns about transparency.
5

Drivers
Good

Limited growth catalysts and potential execution risks.
5

Technicals
Good

Market sentiment is neutral with low trading volume.

Final Score & Verdict

Score 48 / 100 • Decent

The fund shows moderate potential but lacks strong growth drivers and competitive advantages.