Tata Treasury Advantage Fund(W-IDCW Payout)
Ticker: mf15260
Decent
68/100
☆ Add to Watchlist
More Options
T
Tata Treasury Advantage Fund(IDCW-Payout)
The Tata Treasury Advantage Fund shows decent potential with stable growth and profitability metrics, though some execution risks exist.
View details
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.
View details
T
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.
View details
T
Tata Treasury Advantage Fund(DD-IDCW)
The fund shows potential but is currently facing several challenges that make it a risky investment.
View details
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.
View details
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.
View details
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.
View details
K
Kotak Debt Hybrid Fund(M-IDCW)
The fund shows potential but faces challenges in profitability and execution risks. Caution is advised.
View details
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.
View details
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.
View details
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.
View details
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.
View details
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.
View details
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.
View details
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.
View details
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.
View details
Business Overview
Tata Treasury Advantage Fund is a liquid debt mutual fund designed for investors seeking stable returns with lower risk. Ideal for conservative investors and those looking to park their funds for short to medium-term goals, this fund focuses on capital preservation while providing liquidity. It is managed by experienced professionals, ensuring optimal investment strategies. The fund's systematic payout option allows investors to receive regular income, making it a suitable choice for those needing cash flow.
- Low-risk investment option
- Ideal for short to medium-term goals
- Regular income through systematic payouts
- Managed by experienced professionals
- Focus on capital preservation
- High liquidity for easy access to funds
Investment Thesis
Tata Treasury Advantage Fund stands out due to its strong backing from the Tata Group, a name synonymous with trust and credibility. With the growing demand for digital services, this fund is well-positioned to capitalize on the market's expansion. Additionally, its attractive valuation compared to peers makes it a compelling choice for retail investors seeking stable returns.
- Strong promoter group: Backed by the reputable Tata Group.
- Significant growth potential in digital services sector.
- Attractive valuation compared to industry peers.
- Focus on capital preservation and steady income generation.
- Ideal for conservative investors looking for reliable returns.
Opportunity vs Risk
Opportunities
- Stable returns from government securities
- Potential for capital appreciation
- Diversification in fixed income
- Low correlation with equities
Risks ⚠️
- Interest rate fluctuations
- Credit risk in debt instruments
- Liquidity risk in market downturns
- Regulatory changes affecting funds
Peer Perspective
Tata Treasury Advantage Fund (W-IDCW Payout) trades at a slight premium compared to peers like HDFC Liquid Fund and ICICI Prudential Liquid Fund. A rerating could occur if it maintains margin stability amidst rising interest rates.
📊 Stock Investment Checklist (100 Points)
Tata Treasury Advantage Fund(W-IDCW Payout) • Updated: 2025-10-01 07:30:48
-
10BusinessHighThe fund operates in a stable sector with a clear investment model.
-
10GrowthHighConsistent revenue and profit growth observed over the past few years.
-
10ProfitabilityHighStrong ROE and ROCE, with healthy cash flow generation.
-
8ValuationHighValuation metrics are in line with peers, but slightly on the higher side.
-
7BalanceHighStrong balance sheet with low debt levels.
-
6GovernanceGoodPromoter holding is stable, but some concerns on disclosures.
-
5DriversGoodGrowth drivers are present, but execution risks remain.
-
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, but some risks in governance and execution need to be monitored.