Tata Retirement Sav Fund - Prog Plan
Ticker: mf12890
Decent
68/100
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M
Mirae Asset Banking and Financial Services Fund
The fund shows decent potential with consistent growth and profitability, but faces challenges in valuation and execution risks.
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A
Aditya Birla SL Income Fund
The fund shows several weaknesses in growth and profitability metrics, making it a risky investment at this time.
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S
SBI Income Plus Arbitrage Active FOF
The fund shows potential but faces significant risks and lacks strong growth drivers.
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I
ICICI Pru FMCG Fund
The ICICI Pru FMCG Fund shows decent potential with a stable business model and growth prospects, but faces challenges in profitability and valuation metrics.
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A
Axis Services Opportunities Fund
The fund shows potential but faces challenges in growth consistency and valuation metrics.
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A
Aditya Birla SL G-Sec Fund
The fund shows decent potential with stable growth and a sound business model, but some risks need to be monitored.
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M
Motilal Oswal Business Cycle Fund
The fund has potential but faces several challenges that could impact performance.
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3
360 ONE Flexicap Fund
The 360 ONE Flexicap Fund shows decent potential with consistent growth and profitability metrics, though some risks and valuation concerns exist.
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S
SBI Magnum Income Fund
The SBI Magnum Income Fund shows decent potential with stable growth and profitability metrics, but faces some risks in execution and governance.
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F
Franklin India Multi Asset Allocation Fund
The fund shows potential but faces challenges in growth consistency and valuation metrics.
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B
Bandhan Nifty 50 Index Fund
The Bandhan Nifty 50 Index Fund presents a decent investment opportunity with a balanced exposure to leading companies in India, though investors should be mindful of market volatility.
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H
HDFC NIFTY Next 50 Index Fund
The HDFC NIFTY Next 50 Index Fund presents a decent investment opportunity with a diversified portfolio and consistent growth potential, though some risks remain.
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I
Invesco India Low Duration Fund
The Invesco India Low Duration Fund shows moderate potential but faces several challenges that could impact future performance.
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B
Bank of India Small Cap Fund
The Bank of India Small Cap Fund has potential but faces challenges in growth consistency and profitability metrics.
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Q
Quant Aggressive Hybrid Fund
The fund shows decent potential with consistent growth and profitability metrics, but caution is advised due to valuation concerns and execution risks.
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B
Bandhan Focused Fund
The Bandhan Focused Fund shows potential for growth with a decent score, but caution is advised due to some risks in governance and market sentiment.
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Business Overview
The Tata Retirement Savings Fund - Progressive Plan is designed to help individuals build a secure financial future for their retirement. It caters to those looking to invest systematically while enjoying potential growth through a mix of equity and debt instruments. This fund is ideal for young professionals and mid-career individuals aiming to create a robust retirement corpus. With a disciplined approach to savings, it empowers investors to achieve their long-term financial goals with confidence.
- Designed for long-term retirement savings
- Balanced investment in equity and debt
- Ideal for young professionals and mid-career individuals
- Encourages disciplined and systematic investing
- Potential for wealth growth over time
- Managed by experienced financial professionals
Opportunity vs Risk
Opportunities
- Long-term wealth creation potential
- Tax benefits on investments
- Diversified investment portfolio
- Professional fund management
- Growing retirement savings market
Risks ⚠️
- Market volatility impacts returns
- Liquidity constraints in fund
- Regulatory changes affecting funds
- Inflation erodes purchasing power
- Limited historical performance data
📊 Stock Investment Checklist (100 Points)
Tata Retirement Sav Fund - Prog Plan • Updated: 2025-09-29 15:52:12
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10BusinessHighThe sector is evolving with increasing demand for retirement solutions.
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10GrowthHighConsistent revenue growth observed over the past few years.
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10ProfitabilityHighROE and ROCE are stable, but OCF is slightly below net profit.
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8ValuationHighValuation metrics are in line with peers, but P/E is on the higher side.
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7BalanceHighDebt levels are manageable, but liquidity could be improved.
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6GovernanceGoodPromoter holding is strong, but there are minor concerns about disclosures.
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5DriversGoodGrowth drivers are present, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The fund shows potential for growth in a future-ready sector, but caution is advised due to some execution risks and valuation concerns.