Tata Large Cap Fund(IDCW)
Ticker: mf15392
Decent
68/100
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Business Overview
Tata Large Cap Fund (IDCW) is a well-managed equity mutual fund that primarily invests in large-cap companies, aiming for long-term capital appreciation. Ideal for investors seeking stable growth and moderate risk, this fund focuses on blue-chip stocks with strong fundamentals. It is designed for those looking to build wealth over time while benefiting from professional management and diversification.
- Invests in established large-cap companies
- Aims for long-term capital appreciation
- Managed by experienced professionals
- Suitable for moderate-risk investors
- Offers diversification across sectors
- Regular income through IDCW option
Investment Thesis
Tata Large Cap Fund (IDCW) stands out due to its robust promoter credibility, leveraging the Tata Group's legacy. With a significant growth trajectory in digital services, this fund is well-positioned to capitalize on emerging opportunities. Its attractive valuation compared to peers makes it a compelling choice for investors seeking long-term growth.
- Backed by the reputable Tata Group, ensuring trust and stability.
- Strong focus on digital services, tapping into a high-growth sector.
- Attractive valuation metrics compared to industry peers.
- Diversified portfolio reduces risk while enhancing return potential.
- Consistent performance track record instills investor confidence.
Opportunity vs Risk
Opportunities
- Strong historical performance
- Diverse investment portfolio
- Potential for long-term growth
- Experienced fund management
- Attractive dividend yield
Risks ⚠️
- Market volatility impacts returns
- Economic downturns affect performance
- High expense ratio
- Regulatory changes risk
- Limited liquidity during downturns
Peer Perspective
Tata Large Cap Fund trades at a slight premium compared to peers like HDFC Top 100 and ICICI Prudential Large Cap. A rerating could occur if it demonstrates consistent margin stability and improved growth metrics.
📊 Stock Investment Checklist (100 Points)
Tata Large Cap Fund(IDCW) • Updated: 2025-10-01 15:38:17
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10BusinessHighThe fund is invested in future-ready sectors with a clear business model.
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10GrowthHighConsistent revenue and profit growth observed over the past few years.
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10ProfitabilityHighROE and ROCE are above industry averages, indicating strong profitability.
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8ValuationHighValuation metrics are reasonable compared to peers.
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6BalanceGoodDebt levels are manageable with adequate liquidity.
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5GovernanceGoodPromoter holding is stable with no significant pledging.
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7DriversHighStrong growth drivers identified, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The Tata Large Cap Fund shows decent potential with strong fundamentals and growth prospects, but investors should remain cautious of execution risks.