Tata NIFTY 50 Index Fund

Ticker: mf13035
Decent 48/100

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Business Overview

The Tata NIFTY 50 Index Fund is a passive investment vehicle that aims to replicate the performance of the NIFTY 50 Index, comprising India's top 50 companies. Ideal for investors seeking long-term growth with lower costs, this fund offers a diversified portfolio, making it suitable for both new and seasoned investors. It matters because it provides exposure to the Indian equity market with minimal management fees, enabling wealth accumulation over time.

  • Replicates NIFTY 50 Index performance
  • Diversified exposure to top Indian companies
  • Low expense ratio for cost-effective investing
  • Suitable for both new and experienced investors
  • Long-term growth potential
  • Managed by Tata Asset Management, a trusted name in finance

Opportunity vs Risk

Opportunities
  • Diversified exposure to NIFTY 50
  • Potential for long-term capital appreciation
  • Lower expense ratio compared to active funds
  • Tax benefits under ELSS scheme
Risks ⚠️
  • Market volatility affecting returns
  • Limited to NIFTY 50 performance
  • No active management to mitigate losses
  • Liquidity risks in market downturns
📊 Stock Investment Checklist (100 Points)
Tata NIFTY 50 Index Fund • Updated: 2025-09-29 17:16:22
  • 10
    Business
    High
    The index fund is diversified across various sectors, providing a stable exposure.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed in underlying companies.
  • 10
    Profitability
    High
    Strong ROE and OCF, but some companies show variability in net profit.
  • 8
    Valuation
    High
    P/E and P/B ratios are in line with peers, indicating fair valuation.
  • 9
    Balance
    High
    Overall balance sheet strength is good with manageable debt levels.
  • 7
    Governance
    High
    Promoter holding is strong, but some concerns over disclosures.
  • 6
    Drivers
    Good
    Growth drivers are present, but execution risks remain due to market volatility.
  • 5
    Technicals
    Good
    Market sentiment is neutral, with moderate liquidity.
Final Score & Verdict
Score 48 / 100 • Decent
The Tata NIFTY 50 Index Fund presents a decent investment opportunity with stable growth potential, but investors should be cautious of market risks.


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