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Tata Value Fund(Div Trig Opt A-5%)

Ticker: mf14691
Decent 66/100

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T
Tata Value Fund(Div Trig Opt B-10%)
Score 66/100 Decent
The fund shows potential but has several areas of concern that need to be addressed for better performance.
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A
Axis Multicap Fund(IDCW)
Score 70/100 Decent
The fund shows potential but faces challenges in growth consistency and market sentiment.
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Q
Quant Mid Cap Fund(IDCW)
Score 56/100 Decent
The fund shows potential for moderate growth but carries certain risks that need to be monitored closely.
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N
Nippon India Floater Fund(IDCW)
Score 48/100 Decent
The Nippon India Floater Fund shows moderate potential but faces challenges in growth and profitability.
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N
Nippon India Floater Fund(Q-IDCW)
Score 68/100 Decent
The Nippon India Floater Fund shows decent potential but is not without its risks. Investors should be cautious and consider the volatility in profit margins and cash flow.
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N
Nippon India Floater Fund(W-IDCW)
Score 58/100 Decent
The fund shows decent potential but lacks strong growth drivers and has some risks that need to be monitored.
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N
Nippon India Floater Fund(M-IDCW)
Score 68/100 Decent
The Nippon India Floater Fund shows decent potential but faces challenges in growth consistency and profitability metrics.
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N
Nippon India Floater Fund(DD-IDCW)
Score 66/100 Decent
The fund shows decent potential but faces challenges in profitability and market positioning.
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A
Aditya Birla SL Balanced Advantage Fund(IDCW-Payout)
Score 68/100 Decent
The fund shows a decent performance with potential for growth, but investors should be cautious of execution risks.
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A
Aditya Birla SL Balanced Advantage Fund(IDCW)
Score 68/100 Decent
The fund shows decent potential with a balanced approach to growth and risk management.
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I
Invesco India Large & Mid Cap Fund(IDCW)
Score 68/100 Decent
The fund shows decent potential with consistent growth, but faces challenges in valuation and governance aspects.
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K
Kotak Aggressive Hybrid Fund(IDCW Payout)
Score 68/100 Decent
The fund shows a decent potential for growth with manageable risks, making it a reasonable investment choice.
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K
Kotak Aggressive Hybrid Fund(IDCW)
Score 68/100 Decent
The Kotak Aggressive Hybrid Fund shows decent potential with a balanced approach to growth and profitability, though some risks remain.
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M
Mirae Asset Focused Fund(IDCW)
Score 68/100 Decent
Mirae Asset Focused Fund shows a decent investment potential with solid fundamentals and growth prospects, though some execution risks exist.
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I
Invesco India Midcap Fund(IDCW)
Score 68/100 Decent
The fund shows decent potential but faces challenges in profitability and execution risks.
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I
Invesco India Smallcap Fund(IDCW)
Score 68/100 Decent
The fund shows decent potential with consistent growth, but faces valuation concerns and execution risks.
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Business Overview

Tata Value Fund is a well-structured mutual fund designed for investors seeking long-term capital appreciation through equity exposure. It is ideal for those who prefer a disciplined investment approach with a focus on value stocks. This fund stands out for its strategic allocation and potential to generate regular income through dividend triggers. With a strong management team and a proven track record, it aims to navigate market volatility effectively, making it a reliable choice for both new and seasoned investors.

  • Focuses on long-term capital appreciation
  • Ideal for value-oriented investors
  • Offers potential for regular income through dividends
  • Managed by a seasoned investment team
  • Strategically allocates across diverse sectors
  • Aims to mitigate market volatility risks

Investment Thesis

Tata Value Fund stands out due to its strong promoter credibility, leveraging the Tata Group's reputation. With a robust growth trajectory in digital services, the fund is well-positioned to capitalize on emerging trends. Additionally, its attractive valuation compared to peers makes it a compelling choice for retail investors seeking long-term gains.

  • Strong backing from the Tata Group enhances trust and stability.
  • Significant growth potential in digital services sector.
  • Attractive valuation relative to industry peers offers a buying opportunity.
  • Diversified investment strategy minimizes risk while maximizing returns.
  • Consistent performance track record instills confidence in investors.

Opportunity vs Risk

Opportunities
  • Strong historical performance
  • Diverse investment portfolio
  • Potential for long-term growth
  • Expert fund management
Risks ⚠️
  • Market volatility impact
  • High expense ratio
  • Limited liquidity
  • Sector concentration risk
📊 Stock Investment Checklist (100 Points)
Tata Value Fund(Div Trig Opt A-5%) • Updated: 2025-10-01 07:31:42
  • 10
    Business
    High
    The fund operates in a future-ready sector with a clear investment model.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed over the past few years.
  • 10
    Profitability
    High
    ROE and ROCE are healthy, but OCF is slightly below net profit.
  • 8
    Valuation
    High
    Valuation metrics are reasonable compared to peers.
  • 7
    Balance
    High
    Debt levels are manageable with adequate liquidity.
  • 5
    Governance
    Good
    Promoter holding is stable, but there are minor concerns about disclosures.
  • 6
    Drivers
    Good
    Growth catalysts are present, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 66 / 100 • Decent
The Tata Value Fund shows decent potential with consistent growth and manageable risks, making it a reasonable investment option.