Tata Resources & Energy Fund
Ticker: mf13078
Decent
68/100
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TRUSTMF Flexi Cap Fund
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S
SBI CRISIL IBX SDL Index - Sep 2027 Fund
The fund shows decent potential but is hindered by inconsistent growth and average profitability metrics. Caution is advised due to potential overvaluation and execution risks.
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H
HSBC Business Cycles Fund
The fund shows some potential but faces challenges in growth consistency and profitability metrics.
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D
DSP Global Innovation Overseas Equity Omni FoF
The fund shows potential in innovative sectors but faces challenges in profitability and valuation metrics.
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L
LIC MF ELSS Tax Saver
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Sundaram Focused Fund
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F
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Navi US Nasdaq100 FOF
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Business Overview
The Tata Resources & Energy Fund is a dedicated investment vehicle focusing on the dynamic sectors of resources and energy in India. Designed for investors seeking long-term growth, this fund aims to capitalize on the increasing demand for sustainable energy and resource management. With a robust management team and a clear investment strategy, it offers a unique opportunity to participate in India's energy transition.
- Focuses on sustainable energy and resource sectors
- Managed by experienced professionals
- Aims for long-term capital appreciation
- Aligns with India's growth story
- Suitable for risk-tolerant investors seeking diversification
Opportunity vs Risk
Opportunities
- Strong demand for renewable energy
- Government support for clean energy
- Diversification in energy sources
- Growing electric vehicle market
- Potential for high long-term returns
Risks ⚠️
- Regulatory changes in energy policies
- Volatility in global energy prices
- Competition from established players
- Technological disruptions in energy sector
- Economic slowdown affecting investments
📊 Stock Investment Checklist (100 Points)
Tata Resources & Energy Fund • Updated: 2025-09-29 17:18:57
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10BusinessHighThe sector is evolving with a focus on sustainability, but competition is increasing.
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10GrowthHighRevenue growth has been inconsistent, with fluctuations in profit margins.
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10ProfitabilityHighROE and ROCE are average, with OCF showing some volatility.
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8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
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7BalanceHighDebt levels are manageable, but liquidity ratios need improvement.
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6GovernanceGoodPromoter holding is stable, but some concerns over transparency.
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5DriversGoodGrowth drivers exist, but execution risks are significant.
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5TechnicalsGoodMarket sentiment is neutral, with low liquidity affecting price action.
Final Score & Verdict
Score 68 / 100
• Decent
The Tata Resources & Energy Fund shows potential in a growing sector, but faces challenges in consistency and valuation. Caution is advised.