Tata Large & Mid Cap Fund
Ticker: mf12553
Decent
68/100
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Business Overview
The Tata Large & Mid Cap Fund is a dynamic mutual fund designed for investors seeking long-term capital appreciation through a diversified portfolio of large and mid-cap stocks. Ideal for those looking to balance risk and reward, this fund offers exposure to high-growth companies while maintaining stability. With a strong track record and experienced management, it stands out as a reliable investment option in the Indian market.
- Diversified portfolio of large and mid-cap stocks
- Ideal for long-term capital appreciation
- Managed by experienced professionals
- Focus on high-growth potential companies
- Suitable for both new and seasoned investors
Investment Thesis
The Tata Large & Mid Cap Fund stands out due to its robust promoter credibility, significant growth potential in digital services, and attractive valuation compared to peers. This combination positions the fund as a compelling choice for investors seeking long-term capital appreciation.
- Strong backing from the Tata Group, known for its ethical business practices and stability.
- Growing digital services sector presents a significant growth runway for fund investments.
- Attractive valuation metrics compared to peer funds, enhancing potential returns.
- Diversified portfolio reduces risk while capitalizing on mid and large-cap growth opportunities.
- Consistent historical performance reinforces investor confidence in fund management.
Opportunity vs Risk
Opportunities
- Strong long-term growth potential
- Diversification across sectors
- Experienced fund management team
- Rising market participation
- Tax benefits on long-term gains
Risks ⚠️
- Market volatility impacts returns
- Economic downturns affect performance
- High expense ratios
- Regulatory changes in mutual funds
- Liquidity risks in market downturns
Peer Perspective
Tata Large & Mid Cap Fund trades at a slight premium compared to peers like HDFC Mid-Cap Opportunities and ICICI Prudential Midcap, with potential rerating hinging on consistent margin stability and improved growth metrics.
📊 Stock Investment Checklist (100 Points)
Tata Large & Mid Cap Fund • Updated: 2025-09-29 15:51:02
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10BusinessHighThe fund is invested in sectors that are adapting to future trends, but lacks a strong competitive moat.
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10GrowthHighRevenue and profit growth have been consistent, but not exceptional compared to peers.
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10ProfitabilityHighROE and ROCE are decent, but cash flow is inconsistent relative to net profit.
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8ValuationHighValuation metrics are slightly above average compared to peers.
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7BalanceHighThe balance sheet is stable with manageable debt levels.
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5GovernanceGoodPromoter holding is reasonable, but there are some concerns regarding disclosures.
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6DriversGoodThere are potential growth drivers, 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 & Mid Cap Fund shows decent potential with stable growth and manageable risks, but lacks strong competitive advantages and has some governance concerns.