Tata Retirement Sav Fund - Cons Plan
Ticker: mf13591
Decent
71/100
☆ Add to Watchlist
More Options
S
SBI Retirement Benefit Fund-Conservative Plan
The fund shows potential for stability but lacks strong growth drivers and competitive advantages.
View details
U
Union Retirement Fund
The stock shows some potential but is hindered by inconsistent growth and profitability metrics. Caution is advised.
View details
U
Union Money Market Fund
Union Money Market Fund presents a stable investment option but lacks significant growth catalysts.
View details
I
Invesco India Medium Duration Fund
The fund shows potential but has several areas of concern that need to be addressed for better performance.
View details
H
HSBC Dynamic Bond Fund
The HSBC Dynamic Bond Fund shows decent potential with stable growth and manageable risks, but investors should be cautious of execution risks and market conditions.
View details
I
ITI Ultra Short Duration Fund
The ITI Ultra Short Duration Fund presents several risks, particularly in terms of growth consistency and market sentiment, making it a risky investment at this time.
View details
U
UTI Nifty SDL Plus AAA PSU Bond Apr 2026 75:25 Index Fund
The fund presents a decent investment option for conservative investors seeking stable returns, but growth potential is limited.
View details
S
SBI FMP-76-1221D
The stock shows moderate potential but carries risks that may affect future performance.
View details
H
HDFC Nifty100 Quality 30 Index Fund
The fund is positioned well with quality stocks, but investors should be cautious of execution risks.
View details
L
LIC MF Focused Fund
The LIC MF Focused Fund shows potential but carries significant risks due to inconsistent growth and valuation concerns.
View details
H
HDFC NIFTY G-Sec Apr 2029 Index Fund
The fund shows decent potential with stable growth and a solid balance sheet, but investors should be cautious of execution risks.
View details
S
Samco Special Opportunities Fund
The fund shows potential with decent growth and profitability metrics, but faces challenges in market sentiment and execution risks.
View details
E
Edelweiss Government Securities Fund
The fund is positioned well in a stable sector but faces challenges from market dynamics and competition.
View details
U
Union Income Plus Arbitrage Active FOF
The fund shows potential with a decent score but lacks strong growth drivers and profitability consistency.
View details
B
Bank of India Money Market Fund
The Bank of India Money Market Fund shows decent stability and growth potential, but faces challenges in profitability and market sentiment.
View details
E
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund
The fund is positioned well within a growing sector, but caution is advised due to valuation concerns and execution risks.
View details
Business Overview
The Tata Retirement Savings Fund - Conservative Plan is designed to help individuals secure their financial future post-retirement. Aimed at conservative investors, this fund offers a balanced approach to wealth accumulation while minimizing risk. It matters as it provides a structured way to save for retirement, ensuring peace of mind during your golden years.
- Ideal for conservative investors seeking stability
- Focuses on long-term wealth accumulation
- Offers a structured retirement savings solution
- Managed by experienced professionals
- Helps in achieving financial independence post-retirement
Opportunity vs Risk
Opportunities
- Strong long-term growth potential
- Tax benefits on investments
- Diversified portfolio exposure
- Experienced fund management team
Risks ⚠️
- Market volatility impacts returns
- Limited liquidity in withdrawals
- Regulatory changes affecting funds
- Inflation may erode returns
📊 Stock Investment Checklist (100 Points)
Tata Retirement Sav Fund - Cons Plan • Updated: 2025-09-29 17:19:06
-
10BusinessHighThe sector is evolving with a focus on retirement solutions, but competition is increasing.
-
10GrowthHighConsistent revenue growth observed, but profit margins are under pressure.
-
10ProfitabilityHighROE and ROCE are decent, but OCF is fluctuating.
-
8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
-
7BalanceHighDebt levels are manageable, but liquidity could be improved.
-
9GovernanceHighPromoter holding is strong, but some concerns over pledging.
-
5DriversGoodGrowth drivers are present, but execution risks remain significant.
-
5TechnicalsGoodMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 71 / 100
• Decent
The Tata Retirement Sav Fund - Cons Plan shows potential for growth but faces challenges in profitability and valuation. Investors should be cautious.