Tata Small Cap Fund(IDCW)

Ticker: mf14510
Decent 66/100

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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
  • 10
    Business
    High
    The fund is invested in sectors with potential for growth, but faces competition.
  • 10
    Growth
    High
    Consistent revenue growth observed, but profit margins are volatile.
  • 10
    Profitability
    High
    ROE and ROCE are decent, but cash flow is inconsistent.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers, indicating potential overvaluation.
  • 7
    Balance
    High
    Moderate debt levels, but liquidity is adequate.
  • 6
    Governance
    Good
    Promoter holding is stable, but some concerns about disclosures.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks are significant.
  • 5
    Technicals
    Good
    Market 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.