Tata Mid Cap Fund
Ticker: mf12666
Decent
68/100
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HDFC Multi-Asset Fund
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UTI Small Cap Fund
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Business Overview
Tata Mid Cap Fund is a dynamic mutual fund designed for investors looking to capitalize on the growth potential of mid-sized companies in India. Ideal for those with a moderate risk appetite, this fund aims to deliver long-term capital appreciation. By investing in a diversified portfolio of mid-cap stocks, it offers a balanced approach to wealth creation. With a strong track record and professional management, Tata Mid Cap Fund is a trusted choice for investors seeking to navigate the Indian equity market effectively.
- Focuses on high-growth mid-cap companies
- Ideal for moderate risk investors
- Aims for long-term capital appreciation
- Professionally managed by experienced fund managers
- Diversified portfolio to mitigate risks
- Strong historical performance track record
Investment Thesis
Tata Mid Cap Fund presents a compelling investment opportunity driven by a strong promoter group, robust growth in digital services, and attractive valuations compared to its peers. With Tata's credibility and commitment to innovation, this fund is well-positioned to capitalize on India's expanding mid-cap landscape.
- Backed by the reputable Tata Group, ensuring strong governance and trust.
- Significant growth potential in digital services, aligning with market trends.
- Valuations are appealing compared to peer funds, offering better risk-reward.
- Focus on mid-cap stocks that are poised for substantial growth.
- Diversified portfolio strategy mitigating risks while enhancing returns.
Opportunity vs Risk
Opportunities
- Strong growth potential in mid-cap sector
- Diversification benefits in portfolio
- Attractive valuation compared to large caps
- Rising consumer demand in India
- Experienced fund management team
Risks ⚠️
- Market volatility affecting mid-cap stocks
- Economic slowdown impacts growth
- Regulatory changes in investment policies
- High competition in fund performance
- Potential liquidity issues in downturns
Peer Perspective
Tata Mid Cap Fund currently trades at a slight premium compared to peers like HDFC Mid-Cap Opportunities Fund and Axis Midcap Fund. A sustained improvement in margin stability could trigger a rerating in its valuation.
📊 Stock Investment Checklist (100 Points)
Tata Mid Cap Fund • Updated: 2025-09-29 15:51:33
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10BusinessHighThe sector shows potential for growth but lacks a strong moat.
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10GrowthHighRevenue growth has been inconsistent over the past few quarters.
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10ProfitabilityHighROE and ROCE are average, with cash flow not consistently exceeding net profit.
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8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
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7BalanceHighDebt levels are manageable, but liquidity could be improved.
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6GovernanceGoodPromoter holding is stable, but there are minor concerns regarding disclosures.
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5DriversGoodGrowth drivers are present, but execution risks remain significant.
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5TechnicalsGoodMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The Tata Mid Cap Fund shows decent potential but faces challenges in growth consistency and valuation metrics.