Tata Small Cap Fund(IDCW)
Ticker: mf14510
Decent
66/100
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HDFC Overnight Fund(DD-IDCW)
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D
DSP Aggressive Hybrid Fund(IDCW)
The DSP Aggressive Hybrid Fund shows decent potential with consistent growth and profitability metrics, though some risks in execution and governance should be monitored.
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D
DSP Aggressive Hybrid Fund(IDCW-Reinv)
The DSP Aggressive Hybrid Fund shows decent potential with a balanced approach to growth and profitability, though some risks remain.
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S
SBI Magnum Gilt Fund(IDCW-Payout)
The fund shows decent potential with stable returns, but investors should be cautious of interest rate risks and market volatility.
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SBI Magnum Gilt Fund(IDCW)
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E
Edelweiss Mid Cap Fund(IDCW)
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N
Nippon India Ultra Short Duration Fund(Q-IDCW)
The fund shows potential but carries significant risks, particularly in governance and execution.
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N
Nippon India Ultra Short Duration Fund(M-IDCW)
The fund shows moderate potential but lacks strong growth drivers and profitability metrics.
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N
Nippon India Ultra Short Duration Fund(W-IDCW)
The fund shows decent potential with stable growth and profitability metrics, but some risks remain.
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Nippon India Ultra Short Duration Fund(DD-IDCW)
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C
Canara Rob Equity Hybrid Fund(M-IDCW)
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B
Bandhan Bond Fund - Short Term Plan(Q-IDCW)
The fund shows potential but is hindered by several risks and a lack of strong growth drivers.
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B
Bandhan Bond Fund - Short Term Plan(A-IDCW Reinv)
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B
Bandhan Bond Fund - Short Term Plan(P-IDCW)Exch Reinv
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B
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Business Overview
Tata Small Cap Fund (IDCW) is a dynamic investment option designed for investors seeking long-term capital appreciation through exposure to small-cap stocks in India. Ideal for those with a higher risk appetite, this fund aims to tap into the growth potential of emerging companies. With a strong track record and experienced management, it stands out as a reliable choice for wealth creation.
- Focuses on small-cap stocks for high growth potential
- Managed by experienced professionals
- Ideal for long-term investors
- Diversifies portfolio with emerging companies
- Aims for capital appreciation over time
Investment Thesis
Tata Small Cap Fund (IDCW) stands out due to its strong promoter credibility, robust growth potential in digital services, and attractive valuation compared to peers. This fund is poised to capitalize on India's expanding small-cap market, making it a compelling choice for retail investors seeking long-term growth.
- Backed by the reputable Tata Group, ensuring trust and stability.
- Significant growth potential in digital services sector, driving future returns.
- Attractive valuation metrics compared to similar funds, offering a favorable entry point.
- Diversified portfolio focusing on high-growth small-cap companies.
- Strong historical performance, reflecting effective fund management strategies.
Opportunity vs Risk
Opportunities
- High growth potential in small caps
- Diversification benefits for portfolio
- Exposure to emerging sectors
- Strong historical performance
- Professional fund management expertise
Risks ⚠️
- Market volatility in small caps
- Liquidity concerns during downturns
- Higher expense ratios compared to large caps
- Regulatory changes impacting small caps
- Performance may vary significantly
Peer Perspective
Tata Small Cap Fund trades at a slight premium compared to peers like Nippon India Small Cap Fund and SBI Small Cap Fund. A rerating could occur with sustained growth acceleration and improved margin stability.
📊 Stock Investment Checklist (100 Points)
Tata Small Cap Fund(IDCW) • Updated: 2025-10-01 07:29:22
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10BusinessHighThe fund is invested in sectors with potential for growth, but faces competition.
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10GrowthHighConsistent revenue growth observed, but profit margins are volatile.
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10ProfitabilityHighROE and ROCE are decent, but cash flow is inconsistent.
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8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
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7BalanceHighModerate debt levels, but liquidity is adequate.
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6GovernanceGoodPromoter holding is stable, but some concerns about disclosures.
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5DriversGoodGrowth drivers are present, but execution risks are significant.
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5TechnicalsGoodMarket sentiment is mixed with low liquidity.
Final Score & Verdict
Score 66 / 100
• Decent
The Tata Small Cap Fund shows potential for growth but comes with risks related to execution and market volatility.