Item: Tata Business Cycle Fund- Regular Plan - Idcw - Reinvestment
Rating: 1
Author: RankMF

Margin of Safety

(29/09/2023)

87.04

Skip your SIP and instead allocate funds to liquid funds

SAMCO'S Margin of Safety Index

Warren Buffett said, “The three most important words in investing are margin of safety.”

The Margin of safety principle is a principle widely advocated by the World’s most famous investors Warren Buffett and Benjamin Graham and Mr. Buffett has also called the principle one of the “cornerstones of investing.”

The RankMF MosDex uses qualitative and quantitative parameters to determine a scheme’s intrinsic value. The scheme NAV is used as a reference point to compare if the margin of safety is high or low. The MosDex is used for triggers under the SmartSIP product.

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Latest Margin of Safety Value for Tata Business Cycle Fund- Regular Plan - Idcw - Reinvestment is 87.04

This indicates that the margin of safety of the scheme is Low i.e. price exceeds value of the components of the scheme.

Signal is Skip your SIP and instead allocate funds to liquid funds

Note: Please note that though the margin of safety is high since the fund is relatively undervalued, however, the fund is a fundamentally lower rated scheme since the stocks as a part of the scheme are of relatively higher risk in nature. RankMF research recommends investors to avoid generally low rated schemes even though they may be relatively low priced.

Historical MosDex Values of Tata Business Cycle Fund- Regular Plan - Idcw - Reinvestment