Tata Value Fund
Ticker: mf12562
Decent
48/100
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Business Overview
Tata Value Fund is a dynamic equity mutual fund designed for investors seeking long-term capital appreciation through a diversified portfolio. Ideal for those looking to invest in a mix of large-cap and mid-cap stocks, this fund aims to provide robust returns while managing risk effectively. Its strategic investment approach focuses on value investing, ensuring that your money is placed in fundamentally strong companies. With a track record of consistent performance, Tata Value Fund is a reliable choice for wealth creation over time.
- Long-term capital appreciation
- Diversified portfolio of large and mid-cap stocks
- Focus on value investing
- Consistent performance track record
- Ideal for risk-conscious investors
Investment Thesis
Tata Value Fund stands out as a compelling investment opportunity due to its strong promoter credibility, robust growth in digital services, and attractive valuation compared to peers. This combination positions the fund for long-term value creation in a dynamic market.
- Backed by the reputable Tata Group, ensuring trust and stability.
- Significant growth potential in digital services, aligning with market trends.
- Valuation metrics are favorable compared to industry peers, indicating potential upside.
- Diversified portfolio reduces risk and enhances return prospects.
- Strong historical performance reinforces confidence in future growth.
Opportunity vs Risk
Opportunities
- Strong long-term performance track record
- Diversified portfolio across sectors
- Potential for market recovery gains
- Experienced fund management team
Risks ⚠️
- Market volatility affecting returns
- High expense ratio compared to peers
- Regulatory changes impacting investments
- Economic slowdown risks
📊 Stock Investment Checklist (100 Points)
Tata Value Fund • Updated: 2025-09-29 15:53:09
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10BusinessHighThe fund operates in a future-ready sector with a clear investment model.
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10GrowthHighConsistent revenue and profit growth observed over the past few years.
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10ProfitabilityHighStrong ROE and ROCE, with healthy operating cash flow.
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8ValuationHighValuation metrics are reasonable compared to peers.
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6BalanceGoodDebt levels are manageable with adequate liquidity.
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5GovernanceGoodPromoter holding is stable with minimal pledging.
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2DriversLowSome execution risks identified, but overall growth drivers are present.
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0TechnicalsLowMarket sentiment is currently neutral with low liquidity.
Final Score & Verdict
Score 48 / 100
• Decent
Tata Value Fund shows decent potential with consistent growth and profitability metrics, but some risks remain.