Tata Multi Asset Allocation Fund(IDCW)
Ticker: mf15077
Decent
68/100
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I
Invesco India Multicap Fund(IDCW)
The Invesco India Multicap Fund shows decent potential with a balanced approach to growth and profitability, but investors should be cautious of execution risks.
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E
Edelweiss Large & Mid Cap Fund(IDCW)
The fund shows potential but faces challenges in growth consistency and valuation, making it a cautious investment.
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H
HDFC Banking & Financial Services Fund(IDCW)
The fund shows potential but faces challenges in profitability and valuation. Caution is advised.
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H
HDFC Banking & Financial Services Fund(IDCW Reinvest)
The fund shows potential for growth but faces challenges in profitability and valuation. Caution is advised.
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P
Parag Parikh Liquid Fund(M-IDCW Payout)
The fund shows decent potential with stable growth and a solid balance sheet, but faces challenges in profitability and market sentiment.
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P
Parag Parikh Liquid Fund(M-IDCW)
The fund shows decent potential with stable growth and a solid balance sheet, but faces some execution risks and average profitability metrics.
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P
Parag Parikh Liquid Fund(W-IDCW)
The fund shows decent potential with consistent growth and profitability metrics, but some execution risks need to be monitored.
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P
Parag Parikh Liquid Fund(DD-IDCW)
The Parag Parikh Liquid Fund shows decent potential with stable growth and a solid business model, but faces challenges in profitability and market sentiment.
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T
Tata Aggressive Hybrid Fund(IDCW Payout)
The Tata Aggressive Hybrid Fund shows decent potential with consistent growth and manageable risks, but investors should be cautious of valuation and execution risks.
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T
Tata Aggressive Hybrid Fund(M-IDCW Payout)
The Tata Aggressive Hybrid Fund shows a decent potential for growth with a balanced risk profile, though investors should remain cautious of execution risks.
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T
Tata Aggressive Hybrid Fund(M-IDCW)
The Tata Aggressive Hybrid Fund shows decent potential with consistent growth and a strong business model, but faces some risks related to execution and market sentiment.
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T
Tata Aggressive Hybrid Fund(IDCW)
The Tata Aggressive Hybrid Fund shows decent potential with a balanced approach to growth and profitability, but attention should be paid to execution risks and governance issues.
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H
HSBC Money Market Fund(W-IDCW)
The HSBC Money Market Fund shows decent potential with stable growth and profitability metrics, but some governance and execution risks should be monitored.
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H
HSBC Money Market Fund(M-IDCW)
The fund shows decent stability and moderate growth potential, making it a reasonable choice for conservative investors.
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H
HSBC Money Market Fund(DD-IDCW)
The fund shows decent potential but is not without risks. Investors should be cautious.
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T
Tata Corp Bond Fund(Q-IDCW)
The fund shows decent potential but lacks strong growth drivers and has some valuation concerns.
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Business Overview
The Tata Multi Asset Allocation Fund (IDCW) is a dynamic mutual fund designed to provide investors with a balanced approach to wealth creation. By investing across equities, debt, and gold, it aims to optimize returns while managing risk. This fund is ideal for those looking for diversification without the hassle of managing multiple investments. Its flexible asset allocation strategy makes it a valuable choice for both novice and seasoned investors seeking stability and growth in their portfolios.
- Diversified investment across equities, debt, and gold
- Dynamic asset allocation for risk management
- Suitable for both new and experienced investors
- Focus on long-term wealth creation
- Professional management by Tata's expert team
Investment Thesis
Tata Multi Asset Allocation Fund stands out due to its strong promoter backing from the Tata Group, known for its credibility and stability. The fund is well-positioned to benefit from the growing digital services sector, offering significant growth potential. Additionally, its attractive valuation compared to peers makes it an appealing investment choice for retail investors.
- Strong promoter group: Backed by Tata Group's reputation and stability.
- Digital services growth: Positioned to capitalize on the expanding digital economy.
- Attractive valuation: Competitive pricing compared to peer funds enhances investment appeal.
- Diversification: Multi-asset allocation strategy mitigates risks while maximizing returns.
- Proven track record: Historical performance reflects effective fund management.
Opportunity vs Risk
Opportunities
- Diversified investment across asset classes
- Potential for capital appreciation
- Regular income through dividends
- Professional fund management expertise
- Tax benefits under Section 80C
Risks ⚠️
- Market volatility affecting returns
- Management fees may reduce profits
- Limited historical performance data
- Regulatory changes impacting funds
- Interest rate fluctuations risk
📊 Stock Investment Checklist (100 Points)
Tata Multi Asset Allocation Fund(IDCW) • Updated: 2025-10-01 07:26:34
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10BusinessHighThe fund operates in a diversified asset allocation sector, which is future-ready.
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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 OCF is slightly lower than net profit.
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8ValuationHighP/E and P/B ratios are competitive compared to peers.
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7BalanceHighDebt levels are manageable with good liquidity.
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6GovernanceGoodPromoter holding is strong, but some pledging exists.
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5DriversGoodGrowth catalysts are present, but execution risks remain.
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5TechnicalsGoodMarket 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 manageable risks, making it a reasonable investment option.