Sundaram Balanced Advantage Fund(M-IDCW)
Ticker: mf15651
Decent
68/100
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Business Overview
Sundaram Balanced Advantage Fund (M-IDCW) is a dynamic investment solution designed for investors seeking a balanced approach to equity and debt. Ideal for those looking to optimize returns while managing risk, this fund adjusts its allocation based on market conditions. It matters because it offers the potential for capital appreciation along with regular income, making it suitable for both conservative and aggressive investors. With a strong track record and experienced management, it stands out as a reliable choice for long-term wealth creation.
- Dynamic asset allocation for risk management
- Suitable for conservative and aggressive investors
- Potential for capital appreciation and regular income
- Managed by experienced professionals
- Strong historical performance track record
Investment Thesis
Sundaram Balanced Advantage Fund stands out due to its robust promoter credibility, which instills investor confidence. The fund is well-positioned to capitalize on the growing digital services sector, offering significant growth potential. Additionally, its attractive valuation compared to peers makes it a compelling choice for retail investors seeking balanced exposure.
- Strong backing from a reputable promoter group enhances trust.
- Significant growth potential in the digital services sector.
- Attractive valuation compared to industry peers.
- Diversified investment approach mitigates risks.
- Consistent performance track record supports long-term gains.
Opportunity vs Risk
Opportunities
- Potential for higher returns
- Diversified investment approach
- Tax-efficient growth options
- Strong fund management team
- Market recovery could boost performance
Risks ⚠️
- Market volatility affects returns
- Interest rate fluctuations
- Economic downturn impact
- High expense ratios
- Liquidity concerns in downturns
Peer Perspective
Sundaram Balanced Advantage Fund trades at a slight premium compared to peers like HDFC Balanced Advantage Fund and ICICI Prudential Balanced Advantage Fund. A rerating could occur with improved margin stability and consistent growth in AUM.
📊 Stock Investment Checklist (100 Points)
Sundaram Balanced Advantage Fund(M-IDCW) • Updated: 2025-10-01 07:19:16
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10BusinessHighThe fund operates in a future-ready sector with a diversified portfolio.
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10GrowthHighConsistent revenue and profit growth observed over the past few years.
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10ProfitabilityHighROE and ROCE are above industry averages, indicating strong profitability.
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8ValuationHighValuation metrics are reasonable compared to peers.
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7BalanceHighDebt levels are manageable with good liquidity.
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5GovernanceGoodPromoter holding is stable, but some concerns over disclosures.
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6DriversGoodGrowth catalysts are present, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The Sundaram Balanced Advantage Fund shows decent potential with a balanced approach to growth and risk management.