Tata Value Fund(Div Trig Opt A-5%)Pay
Ticker: mf14689
Decent
48/100
☆ Add to Watchlist
More Options
T
Tata Value Fund(Div Trig Opt B-10%)Pay
..
View details
T
Tata Value Fund(Div Trig Opt A-5%)
The Tata Value Fund shows decent potential with consistent growth and manageable risks, making it a reasonable investment option.
View details
T
Tata Value Fund(Div Trig Opt B-10%)
The fund shows potential but has several areas of concern that need to be addressed for better performance.
View details
A
Axis Multicap Fund(IDCW)
The fund shows potential but faces challenges in growth consistency and market sentiment.
View details
Q
Quant Mid Cap Fund(IDCW)
The fund shows potential for moderate growth but carries certain risks that need to be monitored closely.
View details
N
Nippon India Floater Fund(IDCW)
The Nippon India Floater Fund shows moderate potential but faces challenges in growth and profitability.
View details
N
Nippon India Floater Fund(Q-IDCW)
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.
View details
N
Nippon India Floater Fund(W-IDCW)
The fund shows decent potential but lacks strong growth drivers and has some risks that need to be monitored.
View details
N
Nippon India Floater Fund(M-IDCW)
The Nippon India Floater Fund shows decent potential but faces challenges in growth consistency and profitability metrics.
View details
N
Nippon India Floater Fund(DD-IDCW)
The fund shows decent potential but faces challenges in profitability and market positioning.
View details
A
Aditya Birla SL Balanced Advantage Fund(IDCW-Payout)
The fund shows a decent performance with potential for growth, but investors should be cautious of execution risks.
View details
A
Aditya Birla SL Balanced Advantage Fund(IDCW)
The fund shows decent potential with a balanced approach to growth and risk management.
View details
I
Invesco India Large & Mid Cap Fund(IDCW)
The fund shows decent potential with consistent growth, but faces challenges in valuation and governance aspects.
View details
K
Kotak Aggressive Hybrid Fund(IDCW Payout)
The fund shows a decent potential for growth with manageable risks, making it a reasonable investment choice.
View details
K
Kotak Aggressive Hybrid Fund(IDCW)
The Kotak Aggressive Hybrid Fund shows decent potential with a balanced approach to growth and profitability, though some risks remain.
View details
M
Mirae Asset Focused Fund(IDCW)
Mirae Asset Focused Fund shows a decent investment potential with solid fundamentals and growth prospects, though some execution risks exist.
View details
Business Overview
Tata Value Fund is a well-structured mutual fund designed for investors seeking long-term capital appreciation through a diversified equity portfolio. Ideal for conservative investors looking for regular income alongside growth potential, this fund focuses on fundamentally strong companies. With a disciplined investment approach, it aims to provide stability and consistent returns, making it a reliable choice in the Indian market.
- Focuses on long-term capital appreciation
- Ideal for conservative investors
- Invests in fundamentally strong companies
- Offers regular income through dividends
- Disciplined investment strategy for stability
- Trusted name in the Indian mutual fund industry
Opportunity vs Risk
Opportunities
- Strong historical performance
- Diverse investment portfolio
- Rising market demand
- Experienced fund management team
- Tax benefits on dividends
Risks ⚠️
- Market volatility impact
- Potential liquidity issues
- Regulatory changes
- High expense ratio
- Economic slowdown effects
📊 Stock Investment Checklist (100 Points)
Tata Value Fund(Div Trig Opt A-5%)Pay • Updated: 2025-10-01 07:31:55
-
10BusinessHighThe fund operates in a sector with moderate future readiness and a clear investment model.
-
10GrowthHighRevenue and profit growth have been inconsistent, with some fluctuations observed.
-
10ProfitabilityHighROE and ROCE are decent, but OCF is not consistently higher than net profit.
-
8ValuationHighValuation metrics like P/E and P/B are higher compared to peers.
-
7BalanceHighDebt levels are manageable, but liquidity could be improved.
-
6GovernanceGoodPromoter holding is stable, but there are concerns about pledging.
-
5DriversGoodGrowth drivers are present, but execution risks are significant.
-
5TechnicalsGoodMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 48 / 100
• Decent
The fund shows potential but has several areas of concern that need to be addressed for better performance.