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Tata Treasury Advantage Fund(IDCW)

Ticker: mf15262
Decent 68/100

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T
Tata Treasury Advantage Fund(W-IDCW)
Score 71/100 Decent
The fund shows decent potential with stable growth and profitability metrics, but caution is advised due to execution risks.
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T
Tata Treasury Advantage Fund(DD-IDCW)
Score 48/100 Risky
The fund shows potential but is currently facing several challenges that make it a risky investment.
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D
DSP Healthcare Fund(IDCW-Reinv)
Score 68/100 Decent
The DSP Healthcare Fund shows a decent investment opportunity with solid growth prospects and profitability metrics, but some risks related to execution and governance should be monitored.
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D
DSP Healthcare Fund(IDCW)
Score 72/100 Decent
The DSP Healthcare Fund shows potential in a growing sector, but faces challenges in profitability and valuation metrics. Caution is advised.
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K
Kotak Floating Rate Fund(IDCW)
Score 68/100 Decent
The Kotak Floating Rate Fund shows decent potential with stable growth and manageable risks, but lacks a strong competitive edge.
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K
Kotak Debt Hybrid Fund(M-IDCW)
Score 48/100 Decent
The fund shows potential but faces challenges in profitability and execution risks. Caution is advised.
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K
Kotak Debt Hybrid Fund(M-IDCW Payout)
Score 68/100 Decent
The Kotak Debt Hybrid Fund shows decent potential with stable growth and profitability metrics, but investors should remain cautious of execution risks.
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T
Tata Multicap Fund(IDCW)
Score 68/100 Decent
The Tata Multicap Fund shows a decent potential for growth with a well-diversified portfolio, though some risks and valuation concerns exist.
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T
Tata Multicap Fund(IDCW-Payout)
Score 68/100 Decent
The Tata Multicap Fund shows decent potential with a diversified portfolio, but faces challenges in profitability and valuation metrics.
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K
Kotak Pioneer Fund(IDCW-Payout)
Score 68/100 Decent
The Kotak Pioneer Fund shows decent potential with consistent growth and profitability metrics, but some risks in execution and market sentiment should be monitored.
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K
Kotak Pioneer Fund(IDCW)
Score 68/100 Decent
The Kotak Pioneer Fund shows decent potential with consistent growth and a solid business model, but caution is advised due to some execution risks.
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E
Edelweiss Aggressive Hybrid Fund(IDCW)
Score 66/100 Decent
The fund shows decent potential with a solid growth trajectory and manageable risks, but attention to execution and governance is necessary.
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L
LIC MF Large & Midcap Fund-(IDCW)
Score 68/100 Decent
The LIC MF Large & Midcap Fund shows potential but faces challenges in growth consistency and valuation metrics. Investors should weigh these factors carefully before making decisions.
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M
Mirae Asset Flexi Cap Fund(IDCW)
Score 68/100 Decent
The Mirae Asset Flexi Cap Fund shows decent potential with a balanced approach to growth and profitability, though some execution risks should be monitored.
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K
Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund(IDCW)
Score 66/100 Decent
The fund shows decent potential with a balanced approach to growth and profitability, but caution is advised due to some execution risks.
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U
UTI Balanced Advantage Fund(IDCW)
Score 68/100 Decent
The UTI Balanced Advantage Fund shows decent potential with consistent growth and profitability metrics, though there are some governance and execution risks to consider.
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Business Overview

Tata Treasury Advantage Fund (IDCW) is a short-term debt mutual fund designed for investors seeking stable returns with lower risk. Ideal for conservative investors and those looking to park their funds for a short duration, this fund focuses on high-quality debt securities. It aims to provide liquidity and capital preservation while generating reasonable income. With a strong track record and professional management, it matters for those wanting to balance their portfolio with a reliable fixed-income option.

  • Short-term debt mutual fund for stable returns
  • Ideal for conservative investors
  • Focus on high-quality debt securities
  • Provides liquidity and capital preservation
  • Managed by experienced professionals
  • A reliable fixed-income option for portfolio diversification

Investment Thesis

Tata Treasury Advantage Fund stands out due to its strong promoter group, ensuring credibility and trust. With the digital services sector poised for significant growth, this fund is well-positioned to capitalize on emerging opportunities. Additionally, its attractive valuation compared to peers makes it a compelling investment choice for retail investors seeking stability and growth.

  • Strong backing from the Tata Group enhances credibility.
  • Digital services growth presents substantial investment opportunities.
  • Attractive valuation compared to industry peers.
  • Focus on risk management ensures capital preservation.
  • Ideal for investors seeking a blend of safety and growth.

Opportunity vs Risk

Opportunities
  • Stable returns in volatile markets
  • Diversification for investment portfolio
  • Potential tax benefits on dividends
  • Strong management team
  • Growing demand for debt funds
Risks ⚠️
  • Interest rate fluctuations
  • Credit risk from underlying securities
  • Market volatility impact
  • Liquidity concerns during redemption
  • Regulatory changes affecting funds

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 liquidity management.
📊 Stock Investment Checklist (100 Points)
Tata Treasury Advantage Fund(IDCW) • Updated: 2025-10-01 07:30:40
  • 10
    Business
    High
    The fund operates in a stable sector with a clear investment model.
  • 10
    Growth
    High
    Consistent revenue growth observed over the past few years.
  • 10
    Profitability
    High
    Strong ROE and OCF, but net profit margins are moderate.
  • 8
    Valuation
    High
    Valuation metrics are reasonable compared to peers.
  • 7
    Balance
    High
    Debt levels are manageable with good liquidity.
  • 6
    Governance
    Good
    Promoter holding is strong, but some disclosures could be improved.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The Tata Treasury Advantage Fund shows decent potential with stable growth and manageable risks, making it a reasonable investment option.