Tata Multicap Fund
Ticker: mf12783
Decent
68/100
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K
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M
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U
UTI Balanced Advantage Fund
UTI Balanced Advantage Fund shows potential for moderate growth, but investors should be cautious of market volatility and execution risks.
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E
Edelweiss Aggressive Hybrid Fund
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P
Parag Parikh Conservative Hybrid Fund
The fund shows decent potential with a solid growth trajectory and manageable risks, making it a reasonable investment choice.
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S
SBI Retirement Benefit Fund-Aggressive Plan
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H
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Q
Quant Infrastructure Fund
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H
HSBC Ultra Short Duration Fund
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B
Baroda BNP Paribas Multi Cap Fund
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I
ICICI Pru Commodities Fund
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B
Bandhan G-Sec-Invest
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H
HDFC Business Cycle Fund
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F
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E
Edelweiss Multi Cap Fund
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M
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Business Overview
Tata Multicap Fund is a well-diversified mutual fund that invests across large-cap, mid-cap, and small-cap stocks, making it suitable for investors seeking long-term capital appreciation. This fund is ideal for those looking to balance risk and return through a multi-cap strategy. It matters because it allows investors to benefit from the growth potential of various market segments while maintaining a diversified portfolio. With a strong track record and experienced management, Tata Multicap Fund aims to deliver consistent returns over time.
- Diversified investment across market caps
- Ideal for long-term capital appreciation
- Balances risk and return effectively
- Managed by experienced professionals
- Strong historical performance
- Suitable for both new and seasoned investors
Investment Thesis
Tata Multicap Fund stands out due to its robust promoter credibility, leveraging the Tata Group's legacy. With a significant growth trajectory in digital services, the fund is well-positioned to capitalize on emerging trends. Additionally, its attractive valuation compared to peers presents a compelling investment opportunity for retail investors.
- Backed by the reputable Tata Group, ensuring trust and stability.
- Significant growth potential in digital services, tapping into evolving consumer needs.
- Attractive valuation metrics compared to industry peers, offering potential for higher returns.
- Diversified portfolio across sectors, reducing risk and enhancing growth prospects.
- Strong historical performance, reflecting effective fund management strategies.
Opportunity vs Risk
Opportunities
- Diversified portfolio across sectors
- Potential for long-term capital growth
- Strong fund management team
- Access to mid and small caps
Risks ⚠️
- Market volatility affecting returns
- Economic slowdown impact
- High expense ratio
- Regulatory changes in mutual funds
📊 Stock Investment Checklist (100 Points)
Tata Multicap Fund • Updated: 2025-09-29 17:16:10
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10BusinessHighThe fund operates in a diversified sector with potential for growth.
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10GrowthHighConsistent revenue and profit growth observed over the last few years.
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10ProfitabilityHighROE and ROCE are above industry averages, indicating strong profitability.
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8ValuationHighValuation metrics are reasonable compared to peers.
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7BalanceHighDebt levels are manageable with adequate liquidity.
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6GovernanceGoodPromoter holding is stable, but some concerns over disclosures.
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5DriversGoodGrowth drivers 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 Multicap Fund shows potential for growth with a decent risk profile, but investors should be cautious of execution risks.