Tata Multi Asset Allocation Fund

Ticker: mf12709
Decent 68/100

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Business Overview

The Tata Multi Asset Allocation Fund is a dynamic investment solution designed to provide investors with exposure to multiple asset classes, including equity, debt, and gold. Ideal for those seeking diversification and risk management, this fund aims to optimize returns while minimizing volatility. It is suitable for both conservative and aggressive investors looking for a balanced approach to wealth creation. With a professional management team and a focus on long-term growth, this fund stands out as a reliable choice for building a robust investment portfolio.

  • Diversified exposure to equity, debt, and gold
  • Managed by experienced professionals
  • Aims to balance risk and return
  • Suitable for various investor profiles
  • Focus on long-term wealth creation

Investment Thesis

Tata Multi Asset Allocation Fund stands out due to its robust promoter group, leveraging Tata's credibility. The fund is well-positioned to capitalize on the growing digital services sector, ensuring sustained growth. Additionally, its attractive valuation compared to peers makes it a compelling investment choice for long-term wealth creation.

  • Strong backing from the Tata Group enhances trust and stability.
  • Significant growth potential in digital services sector.
  • Attractive valuation compared to industry peers, offering potential upside.
  • Diversified asset allocation reduces risk while maximizing returns.
  • Proven track record of consistent performance and management expertise.

Opportunity vs Risk

Opportunities
  • Diversified investment across asset classes
  • Potential for higher returns
  • Professional management expertise
  • Tax benefits on long-term gains
Risks ⚠️
  • Market volatility affecting returns
  • Management fees may reduce profits
  • Regulatory changes impact performance
  • Lack of liquidity in certain assets

Peer Perspective

Tata Multi Asset Allocation Fund trades at a slight premium compared to peers like HDFC Multi Asset and ICICI Prudential Multi Asset. A sustained improvement in margin stability could trigger a rerating.
📊 Stock Investment Checklist (100 Points)
Tata Multi Asset Allocation Fund • Updated: 2025-09-29 15:51:53
  • 10
    Business
    High
    The fund is positioned in a future-ready sector with a diversified approach.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed over the past few years.
  • 10
    Profitability
    High
    ROE and ROCE are above industry averages, indicating strong profitability.
  • 8
    Valuation
    High
    Valuation metrics are reasonable compared to peers.
  • 7
    Balance
    High
    Strong balance sheet with manageable debt levels.
  • 5
    Governance
    Good
    Promoter holding is stable, but some concerns around disclosures.
  • 6
    Drivers
    Good
    Growth drivers are present, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The Tata Multi Asset Allocation Fund shows a decent potential for growth with a solid foundation, but investors should remain cautious of execution risks and governance issues.


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