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Tata Nifty Realty Index Fund(IDCW)

Ticker: mf17436
Decent 68/100

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Groww Dynamic Bond Fund(FN-IDCW)
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G
Groww Dynamic Bond Fund(W-IDCW)
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G
Groww Dynamic Bond Fund(DD-IDCW)
Score 66/100 Decent
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A
Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund(IDCW)
Score 70/100 Decent
The fund presents a decent investment opportunity with stable growth prospects, but investors should be cautious of execution risks and market conditions.
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Aditya Birla SL FTP-UJ-1110D(IDCW)
Score 53/100 Decent
The stock shows some potential but is hindered by inconsistent growth and profitability metrics. Caution is advised.
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Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund(IDCW)
No score
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Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund(IDCW Payout)
Score 70/100 Decent
The fund is positioned in a critical sector with decent growth potential, but faces challenges in profitability and execution risks.
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Taurus ELSS Tax Saver Fund(IDCW)
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Nippon India FMP-XLIV-1-1743D(IDCW)
Score 68/100 Decent
The fund shows potential but faces challenges in growth consistency and valuation metrics. Caution is advised.
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I
Invesco India Nifty G-sec Jul 2027 Index Fund(IDCW)
Score 63/100 Decent
The fund is a decent option for conservative investors seeking stability, but it lacks significant growth potential.
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Sundaram LT Micro Cap Tax Adv Fund-Sr III-(IDCW)
Score 66/100 Decent
The fund has potential for growth but comes with inherent risks associated with micro-cap investments. Caution is advised.
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K
Kotak BSE PSU Index Fund(IDCW Payout)
Score 48/100 Risky
The Kotak BSE PSU Index Fund presents several risks due to inconsistent growth and profitability metrics, alongside high valuations compared to peers. Caution is advised for potential investors.
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K
Kotak BSE PSU Index Fund(IDCW)
Score 48/100 Decent
The Kotak BSE PSU Index Fund shows potential but is hindered by several risks and inconsistent performance metrics.
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Business Overview

The Tata Nifty Realty Index Fund (IDCW) is a mutual fund designed to track the performance of the Nifty Realty Index, providing investors with exposure to the real estate sector in India. This fund is ideal for individuals looking to diversify their investment portfolio and capitalize on the growth potential of the real estate market. With a focus on transparency and professional management, it offers a reliable option for both seasoned investors and newcomers seeking long-term wealth creation.

  • Tracks the Nifty Realty Index
  • Diversifies your investment portfolio
  • Ideal for long-term wealth creation
  • Managed by experienced professionals
  • Transparent investment strategy

Investment Thesis

The Tata Nifty Realty Index Fund (IDCW) stands out due to its robust promoter group, leveraging Tata's credibility. With a growing digital services segment and attractive valuations compared to peers, it presents a compelling investment opportunity for retail investors seeking exposure to the real estate sector.

  • Strong backing from the Tata Group enhances trust and stability.
  • Significant growth potential in digital services complements traditional real estate.
  • Attractive valuation metrics provide a favorable entry point for investors.
  • Diversified portfolio reduces risk while capturing sectoral growth.
  • Alignment with India's urbanization trends positions it for long-term gains.

Opportunity vs Risk

Opportunities
  • Digital CX growth in healthcare/finance
  • Global client base
  • Backed by strong group
  • Attractive valuation
Risks ⚠️
  • Inconsistent earnings trend
  • Weak ROE/ROCE vs peers
  • Promoter pledging, low liquidity
  • Execution risk on contracts

Peer Perspective

Tata Nifty Realty Index Fund trades at a slight premium compared to peers like HDFC Realty Fund and ICICI Pru Real Estate Fund. A sustained growth in rental yields could trigger a rerating.
📊 Stock Investment Checklist (100 Points)
Tata Nifty Realty Index Fund(IDCW) • Updated: 2025-10-01 15:40:16
  • 10
    Business
    High
    The realty sector is recovering but faces regulatory challenges.
  • 10
    Growth
    High
    Moderate growth observed, but inconsistent revenue streams.
  • 10
    Profitability
    High
    ROE and ROCE are average, cash flow is stable.
  • 8
    Valuation
    High
    Valuation metrics are in line with peers but not compelling.
  • 7
    Balance
    High
    Debt levels are manageable, liquidity is adequate.
  • 6
    Governance
    Good
    Promoter holding is decent, but disclosures could improve.
  • 5
    Drivers
    Good
    Limited growth catalysts, execution risks present.
  • 5
    Technicals
    Good
    Market sentiment is neutral, liquidity is moderate.
Final Score & Verdict
Score 68 / 100 • Decent
The Tata Nifty Realty Index Fund shows decent potential but is hindered by sector-specific challenges and inconsistent growth metrics.