Tata Nifty200 Alpha 30 Index Fund(IDCW Payout)

Ticker: mf16964
Decent 56/100

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Business Overview

The Tata Nifty200 Alpha 30 Index Fund is designed for investors seeking exposure to a diversified portfolio of high-performing stocks in India. This fund focuses on the top 30 stocks from the Nifty 200 index, aiming to deliver superior returns while managing risk effectively. It is ideal for those looking to invest in a systematic and disciplined manner, benefiting from the growth potential of the Indian equity market.

  • Invests in top 30 stocks from Nifty 200 index
  • Aims for superior long-term returns
  • Diversified exposure to high-quality companies
  • Suitable for both new and seasoned investors
  • Offers IDCW payout option for regular income

Investment Thesis

The Tata Nifty200 Alpha 30 Index Fund presents a compelling investment opportunity, backed by the strong credibility of the Tata Group. With the digital services sector poised for significant growth, this fund offers attractive valuations compared to its peers, making it a strategic addition to any portfolio.

  • Strong backing from the reputable Tata Group enhances investor confidence.
  • Significant growth potential in the digital services sector supports long-term returns.
  • Attractive valuation metrics compared to peer funds indicate potential for upside.
  • Diversification across top-performing sectors mitigates risk.
  • Focus on alpha generation aligns with aggressive growth strategies.

Opportunity vs Risk

Opportunities
  • Diversified exposure to top 30 stocks
  • Potential for higher returns
  • Low expense ratio
  • Regular income through IDCW
  • Strong historical performance
Risks ⚠️
  • Market volatility impact
  • Concentration in large-cap stocks
  • Economic downturn effects
  • Regulatory changes
  • Interest rate fluctuations
📊 Stock Investment Checklist (100 Points)
Tata Nifty200 Alpha 30 Index Fund(IDCW Payout) • Updated: 2025-10-01 15:40:51
  • 10
    Business
    High
    The fund is invested in a diversified portfolio of future-ready sectors, but lacks a clear competitive moat.
  • 10
    Growth
    High
    The fund has shown consistent revenue and profit growth, aligning with market trends.
  • 10
    Profitability
    High
    ROE and ROCE are satisfactory, but OCF is slightly lower compared to net profit.
  • 8
    Valuation
    High
    Valuation metrics like P/E and P/B are reasonable compared to peers.
  • 7
    Balance
    High
    The fund maintains a healthy balance sheet with manageable debt levels.
  • 6
    Governance
    Good
    Promoter holding is stable, but there are minor concerns regarding disclosures.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks remain a concern.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 56 / 100 • Decent
The Tata Nifty200 Alpha 30 Index Fund shows decent potential with consistent growth and reasonable valuations, but it faces risks related to execution and governance.