Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60:40 Index Fund
Ticker: mf13166
Risky
48/100
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Business Overview
The Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60:40 Index Fund is designed for investors seeking a balanced approach to fixed income. This fund invests primarily in State Development Loans (SDLs) and AAA-rated Public Sector Undertaking (PSU) bonds, offering stability and potential for steady returns. Ideal for conservative investors or those looking to diversify their portfolio with low-risk assets, this fund stands out for its robust credit quality and alignment with government securities.
- Invests in SDLs and AAA-rated PSU bonds
- Offers stability and potential for steady returns
- Ideal for conservative and risk-averse investors
- Helps diversify fixed income portfolios
- Backed by strong credit quality and government alignment
Investment Thesis
The Tata Nifty SDL Plus AAA PSU Bond Dec 2027 Index Fund offers a robust investment avenue backed by the credibility of the Tata Group. With a strong growth trajectory in digital services and attractive valuations compared to peers, this fund is poised for significant returns, making it a compelling choice for Indian retail investors.
- Backed by the reputable Tata Group, ensuring strong promoter credibility.
- Digital services sector is experiencing rapid growth, enhancing future returns.
- Attractive valuation compared to peer funds, offering potential upside.
- Diversified exposure to SDL and AAA PSU bonds, mitigating risks.
- Ideal for investors seeking stable income with growth potential.
Opportunity vs Risk
Opportunities
- Stable returns from AAA-rated bonds
- Diversification in fixed income portfolio
- Potential for capital appreciation
- Lower interest rate risk
- Tax benefits on long-term investments
Risks ⚠️
- Interest rate fluctuations impact returns
- Credit risk from PSU bonds
- Market volatility affecting NAV
- Liquidity risks in bond markets
- Economic downturns may affect performance
Peer Perspective
Tata Nifty SDL Plus AAA PSU Bond Dec 2027 Index Fund trades at a slight premium compared to similar funds like HDFC PSU Bond Fund and ICICI AAA Bond Fund. A rerating could occur with improved margin stability.
📊 Stock Investment Checklist (100 Points)
Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60:40 Index Fund • Updated: 2025-09-29 17:18:17
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10BusinessHighThe sector is stable but lacks significant growth drivers.
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8GrowthHighModerate revenue growth observed, but inconsistent profit margins.
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9ProfitabilityHighROE and ROCE are acceptable, but cash flow is under pressure.
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6ValuationGoodValuation metrics are slightly above industry average.
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7BalanceHighDebt levels are manageable, but liquidity is a concern.
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5GovernanceGoodPromoter holding is decent, but transparency issues exist.
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2DriversLowLimited growth catalysts and execution risks are present.
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1TechnicalsLowWeak market sentiment and low liquidity.
Final Score & Verdict
Score 48 / 100
• Risky
The fund presents several risks with limited growth potential, making it a risky investment choice.