Tata Treasury Advantage Fund(IDCW-Payout)
Ticker: mf15261
Decent
68/100
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T
Tata Treasury Advantage Fund(IDCW)
The Tata Treasury Advantage Fund shows decent potential with stable growth and manageable risks, making it a reasonable investment option.
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Tata Treasury Advantage Fund(W-IDCW)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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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Business Overview
This product is positioned to serve core customer needs with a focus on quality, reliability, and value. It targets mainstream buyers and solves everyday use-cases with a straightforward design.
- Clear value proposition and use-case
- Backed by credible brand and support
- Balanced price–performance fit for its segment
Investment Thesis
Tata Treasury Advantage Fund stands out due to its strong backing from the Tata Group, ensuring credibility and trust. The fund is well-positioned to benefit from the growing digital services sector, which offers significant growth potential. Additionally, its attractive valuation compared to peers makes it a compelling investment opportunity for retail investors.
- Strong promoter group with Tata's legacy of trust and reliability.
- Significant growth potential in digital services sector.
- Attractive valuation compared to industry peers.
- Robust risk management strategies in place.
- Consistent performance track record enhances investor confidence.
Opportunity vs Risk
Opportunities
- Stable returns in uncertain markets
- Diversified investment portfolio
- Tax-efficient income options
- Professional fund management
Risks ⚠️
- Market volatility impacts returns
- Interest rate fluctuations
- Liquidity concerns in downturns
- Credit risk from underlying assets
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 achieves consistent margin stability and enhanced growth in assets under management.
📊 Stock Investment Checklist (100 Points)
Tata Treasury Advantage Fund(IDCW-Payout) • Updated: 2025-10-01 07:30:17
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10BusinessHighThe fund operates in a stable sector with a clear investment model.
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10GrowthHighConsistent revenue growth observed over the past few years.
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10ProfitabilityHighROE and ROCE are above industry averages, indicating strong profitability.
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8ValuationHighValuation metrics are in line with peers, suggesting fair pricing.
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7BalanceHighStrong balance sheet with low debt levels.
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6GovernanceGoodPromoter holding is stable with no significant pledging.
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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 Tata Treasury Advantage Fund shows decent potential with stable growth and profitability metrics, though some execution risks exist.