Tata Large & Mid Cap Fund(IDCW)
Ticker: mf14671
Decent
48/100
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K
Kotak Equity Savings Fund(M-IDCW Payout)
The fund shows decent potential with a balanced approach to growth and profitability, though some risks remain.
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K
Kotak Equity Savings Fund(M-IDCW)
The fund shows potential for moderate growth, but investors should be cautious of execution risks and market conditions.
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I
ICICI Pru Smallcap Fund(IDCW-Payout)
The fund shows potential for growth but carries inherent risks associated with smallcap investments.
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I
ICICI Pru Smallcap Fund(IDCW)
The fund shows decent potential for growth but carries risks associated with smallcap volatility and execution challenges.
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N
Nippon India Focused Fund(IDCW)
The fund shows potential for growth but carries moderate risks and concerns regarding valuation and execution.
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K
Kotak Multi Asset Allocation Fund(IDCW Payout)
The Kotak Multi Asset Allocation Fund shows potential but carries significant risks that may affect future performance.
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K
Kotak Multi Asset Allocation Fund(IDCW)
The Kotak Multi Asset Allocation Fund shows decent potential with consistent growth and profitability metrics, but faces some risks in execution and governance.
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S
SBI Banking & Financial Services Fund(IDCW-Payout)
The fund shows decent potential but faces challenges in profitability and valuation compared to peers.
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S
SBI Banking & Financial Services Fund(IDCW)
The SBI Banking & Financial Services Fund shows potential for growth but faces challenges in profitability and valuation. Investors should be cautious.
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B
Bandhan Arbitrage Fund(M-IDCW Reinv)
The fund shows potential but has several areas of concern that need to be addressed for better performance.
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B
Bandhan Arbitrage Fund(A-IDCW)Reinvest Exch
The fund shows potential but is currently facing significant risks and inconsistencies in performance, making it a risky investment.
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B
Bandhan Arbitrage Fund(A-IDCW)
The Bandhan Arbitrage Fund shows potential but faces challenges in growth consistency and valuation metrics. Caution is advised.
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B
Bandhan Arbitrage Fund(M-IDCW)
The Bandhan Arbitrage Fund shows several weaknesses in growth and profitability, with limited upside potential. Caution is advised for potential investors.
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N
Nippon India Pharma Fund(IDCW)
The Nippon India Pharma Fund shows potential for growth but is facing challenges in profitability and valuation metrics. Investors should be cautious and monitor market conditions closely.
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T
Tata Value Fund(Div Trig Opt A-5%)Pay
The fund shows potential but has several areas of concern that need to be addressed for better performance.
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T
Tata Value Fund(Div Trig Opt B-10%)Pay
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Business Overview
The Tata Large & Mid Cap Fund (IDCW) 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 return, this fund aims to harness the growth potential of India's leading companies. With a strong track record and professional management, it stands out as a reliable investment option.
- Diversified portfolio of large and mid-cap stocks
- Ideal for long-term capital appreciation
- Managed by experienced professionals
- Focus on India's leading companies
- Suitable for risk-aware investors
- Strong historical performance
Investment Thesis
Tata Large & Mid Cap Fund (IDCW) stands out due to its strong promoter backing, showcasing credibility and trustworthiness. The fund is well-positioned to capitalize on the digital services growth trajectory, offering a robust investment opportunity. Additionally, its attractive valuation compared to peers makes it an appealing choice for investors seeking long-term gains.
- Strong backing from the Tata Group enhances investor confidence.
- Significant growth potential in digital services sector.
- Attractive valuation compared to industry peers.
- Diversified portfolio reduces risk while maximizing returns.
- Proven track record of performance and management expertise.
Opportunity vs Risk
Opportunities
- Strong historical performance
- Diversified portfolio exposure
- Potential for long-term growth
- Experienced fund management team
- Rising market trends in India
Risks ⚠️
- Market volatility impacts returns
- Economic slowdown risks
- High expense ratio concerns
- Regulatory changes affecting funds
- Sector concentration risks
Peer Perspective
Tata Large & Mid Cap Fund trades at a slight premium compared to peers like HDFC Mid-Cap Opportunities Fund and ICICI Prudential Midcap Fund. A sustained growth acceleration and margin stability could trigger a rerating.
📊 Stock Investment Checklist (100 Points)
Tata Large & Mid Cap Fund(IDCW) • Updated: 2025-10-01 21:58:17
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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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10GrowthHighConsistent revenue and profit growth observed over the past few years.
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10ProfitabilityHighROE and ROCE are above industry averages, but cash flow is inconsistent.
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8ValuationHighP/E and P/B ratios are slightly above peers, indicating potential overvaluation.
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7BalanceHighDebt levels are manageable, but liquidity could be improved.
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9GovernanceHighPromoter holding is strong, but there are some concerns about disclosures.
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6DriversGoodGrowth catalysts are present, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 48 / 100
• Decent
The Tata Large & Mid Cap Fund shows decent potential with consistent growth and profitability metrics, but faces challenges in valuation and execution risks.