Portfolio Alerts Watch List Cart

Tata Value Fund(Div Trig Opt B-10%)

Ticker: mf14692
Decent 66/100

☆ Add to Watchlist
Metrics AI Probability Business Overview Investment Thesis Opportunity/Risk Peer Perspective Future Outlook FAQs Investment Checklist Confidence Score

More Options

A
Axis Multicap Fund(IDCW)
Score 70/100 Decent
The fund shows potential but faces challenges in growth consistency and market sentiment.
View details
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.
View details
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.
View details
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.
View details
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.
View details
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.
View details
N
Nippon India Floater Fund(DD-IDCW)
Score 66/100 Decent
The fund shows decent potential but faces challenges in profitability and market positioning.
View details
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.
View details
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.
View details
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.
View details
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.
View details
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.
View details
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.
View details
I
Invesco India Midcap Fund(IDCW)
Score 68/100 Decent
The fund shows decent potential but faces challenges in profitability and execution risks.
View details
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.
View details
F
Franklin India Large Cap Fund(IDCW)
Score 68/100 Decent
The fund shows decent potential with a strong focus on large-cap stocks, but investors should be cautious of execution risks.
View details

Business Overview

Tata Value Fund (Div Trig Opt B-10%) is a dynamic mutual fund designed for investors seeking long-term capital appreciation through a diversified equity portfolio. Ideal for those looking to balance growth with income, this fund focuses on value investing principles, identifying undervalued stocks with strong potential. It matters for investors aiming for a disciplined investment strategy while benefiting from regular dividend payouts. With professional management and a robust investment approach, it offers a reliable avenue for wealth creation.

  • Long-term capital appreciation focus
  • Ideal for growth and income investors
  • Invests in undervalued stocks
  • Regular dividend payouts
  • Professionally managed portfolio
  • Disciplined investment strategy

Opportunity vs Risk

Opportunities
  • Strong historical performance
  • Diverse investment portfolio
  • Potential for capital appreciation
  • Tax benefits on long-term gains
Risks ⚠️
  • Market volatility impact
  • Management fees may reduce returns
  • Economic downturn effects
  • Limited liquidity in certain assets
📊 Stock Investment Checklist (100 Points)
Tata Value Fund(Div Trig Opt B-10%) • Updated: 2025-10-01 07:32:06
  • 10
    Business
    High
    The fund operates in a sector with moderate future readiness and a clear investment model.
  • 10
    Growth
    High
    Revenue and profit growth have been inconsistent, with some fluctuations.
  • 10
    Profitability
    High
    ROE and ROCE are average, with OCF showing some volatility compared to net profit.
  • 8
    Valuation
    High
    Valuation metrics like P/E and P/B are slightly above peers, indicating potential overvaluation.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 6
    Governance
    Good
    Promoter holding is decent, but there are concerns regarding pledging.
  • 5
    Drivers
    Good
    Limited growth catalysts identified, with some execution risks present.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity and mixed price action.
Final Score & Verdict
Score 66 / 100 • Decent
The fund shows potential but has several areas of concern that need to be addressed for better performance.