Tata Nifty G-Sec Dec 2029 Index Fund(IDCW)

Ticker: mf17105
Decent 50/100

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Business Overview

The Tata Nifty G-Sec Dec 2029 Index Fund (IDCW) is a debt mutual fund designed for conservative investors seeking stable returns through government securities. This fund primarily invests in G-Secs maturing in December 2029, making it ideal for those looking to secure their investments with low risk. It matters for investors wanting to diversify their portfolio while maintaining safety. With a focus on capital preservation, this fund offers a reliable option for long-term financial planning.

  • Invests in government securities for stability
  • Ideal for conservative investors
  • Focus on capital preservation
  • Long-term investment horizon until Dec 2029
  • Helps in portfolio diversification

Opportunity vs Risk

Opportunities
  • Stable government bond returns
  • Diversification in fixed income
  • Potential for capital appreciation
  • Inflation protection through G-Secs
Risks ⚠️
  • Interest rate fluctuations
  • Credit risk of government bonds
  • Market volatility impact
  • Limited liquidity in fund
📊 Stock Investment Checklist (100 Points)
Tata Nifty G-Sec Dec 2029 Index Fund(IDCW) • Updated: 2025-10-01 07:28:19
  • 10
    Business
    High
    The fund is invested in government securities, which are stable but lack high growth potential.
  • 5
    Growth
    Good
    Limited growth prospects as it primarily tracks government securities.
  • 8
    Profitability
    High
    Returns are stable but not high; primarily interest income.
  • 7
    Valuation
    High
    Valuation metrics are not applicable as it is a fund tracking an index.
  • 10
    Balance
    High
    Strong balance sheet with low risk of default.
  • 8
    Governance
    High
    Managed by a reputable institution with good governance practices.
  • 5
    Drivers
    Good
    Limited growth drivers; primarily influenced by interest rate movements.
  • 5
    Technicals
    Good
    Liquidity is moderate; price action is stable but lacks momentum.
Final Score & Verdict
Score 50 / 100 • Decent
The Tata Nifty G-Sec Dec 2029 Index Fund offers stability and low risk, suitable for conservative investors seeking fixed income, but lacks significant growth potential.