Tata Treasury Advantage Fund(DD-IDCW)
Ticker: mf15264
Risky
48/100
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Kotak Debt Hybrid Fund(M-IDCW Payout)
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Tata Multicap Fund(IDCW)
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Tata Multicap Fund(IDCW-Payout)
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E
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L
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U
UTI Balanced Advantage Fund(IDCW)
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P
Parag Parikh Conservative Hybrid Fund(M-IDCW)
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Business Overview
Tata Treasury Advantage Fund (DD-IDCW) is a short-term debt mutual fund designed for investors seeking stable returns with lower risk exposure. Ideal for conservative investors and those looking to park their funds for a short duration, this fund focuses on capital preservation while providing liquidity. It plays a crucial role in diversifying your investment portfolio, especially in volatile markets.
- Designed for conservative investors
- Focuses on capital preservation
- Offers liquidity for short-term needs
- Ideal for portfolio diversification
- Managed by experienced professionals
Investment Thesis
Tata Treasury Advantage Fund stands out due to its strong promoter group, the Tata Group, known for credibility and stability. The fund is well-positioned to capitalize on the growing digital services sector, offering a promising growth trajectory. Additionally, its attractive valuation compared to peers makes it an appealing investment opportunity for retail investors.
- Backed by the reputable Tata Group, ensuring trust and reliability.
- Strategically positioned to benefit from the expanding digital services market.
- Offers competitive returns with a solid risk management framework.
- Attractive valuation compared to similar funds, enhancing investment appeal.
- Strong historical performance reinforces investor confidence.
Opportunity vs Risk
Opportunities
- Stable returns in volatile markets
- Diversified investment portfolio
- Potential tax benefits
- Professional fund management
- Liquidity for investors
Risks ⚠️
- Market fluctuations impact returns
- Interest rate changes affect performance
- Credit risk from underlying assets
- Limited capital appreciation potential
- Management fees reduce overall gains
Peer Perspective
Tata Treasury Advantage Fund trades at a slight premium compared to peers like HDFC Liquid Fund and ICICI Prudential Liquid Fund. A rerating could occur if it demonstrates consistent margin stability and improved returns.
📊 Stock Investment Checklist (100 Points)
Tata Treasury Advantage Fund(DD-IDCW) • Updated: 2025-10-01 07:30:09
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10BusinessHighThe fund operates in a stable sector but lacks a significant competitive moat.
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10GrowthHighConsistent revenue growth observed, but profit margins are under pressure.
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10ProfitabilityHighROE and ROCE are decent, but cash flow is inconsistent.
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8ValuationHighValuation metrics are average compared to peers.
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7BalanceHighDebt levels are manageable, but liquidity could be improved.
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5GovernanceGoodPromoter holding is stable, but there are some concerns about disclosures.
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3DriversLowLimited growth drivers identified, with execution risks present.
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0TechnicalsLowMarket sentiment is currently negative with low liquidity.
Final Score & Verdict
Score 48 / 100
• Risky
The fund shows potential but is currently facing several challenges that make it a risky investment.