Sundaram Small Cap Fund(IDCW)
Ticker: mf15225
Decent
72/100
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I
ICICI Pru Bharat Consumption Fund(IDCW-Payout)
The fund shows decent potential with a strong positioning in the consumption sector, but investors should be cautious of execution risks.
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I
ICICI Pru Bharat Consumption Fund(IDCW)
The fund shows potential for growth in a favorable sector, but caution is advised due to valuation concerns and execution risks.
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I
ICICI Pru Regular Savings Fund(H-IDCW Payout)
The fund shows potential for moderate growth, but investors should be cautious of profitability pressures and market conditions.
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I
ICICI Pru Regular Savings Fund(Q-IDCW Payout)
The fund shows decent potential with stable growth and profitability, but valuation metrics and some governance concerns warrant caution.
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ICICI Pru Regular Savings Fund(M-IDCW Payout)
The fund shows decent potential with consistent growth and profitability metrics, but valuation and execution risks should be monitored.
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I
ICICI Pru Regular Savings Fund(Q-IDCW)
The fund shows moderate potential but lacks strong growth drivers and consistency in performance.
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I
ICICI Pru Regular Savings Fund(H-IDCW)
The fund shows decent potential with stable growth and profitability metrics, but caution is advised due to valuation concerns and execution risks.
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I
ICICI Pru Regular Savings Fund(M-IDCW)
The fund shows potential for moderate growth, but investors should be cautious of execution risks and market volatility.
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I
ICICI Pru Transportation and Logistics Fund(IDCW Payout)
The fund operates in a promising sector with decent growth prospects, but faces challenges in profitability and execution risks.
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I
ICICI Pru Transportation and Logistics Fund(IDCW)
The fund operates in a vital sector with decent growth potential but faces challenges in profitability and execution risks.
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C
Canara Rob Mid Cap Fund(IDCW)
The fund shows decent potential for growth but carries some risks related to valuation and execution.
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S
SBI Consumption Opp Fund(IDCW-Payout)
The fund shows potential in a growing sector but faces challenges in profitability and execution risks.
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SBI Consumption Opp Fund(IDCW)
The fund shows potential in the consumption sector, but faces challenges in profitability and valuation.
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N
Nippon India Retirement Fund-Wealth Creation(IDCW)
The fund shows potential for growth with a decent risk-reward profile, but investors should be cautious of execution risks.
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F
Franklin India Liquid Fund-Super Inst(W-IDCW)
The fund shows decent potential with stable returns, but investors should be cautious of market saturation and competition.
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F
Franklin India Liquid Fund-Super Inst(DD-IDCW)
The fund shows decent potential with stable growth and profitability metrics, but faces some risks in execution and market sentiment.
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Business Overview
Sundaram Small Cap Fund (IDCW) is designed for investors seeking long-term capital appreciation through a diversified portfolio of small-cap stocks. Ideal for those with a higher risk appetite, this fund aims to capitalize on the growth potential of emerging companies in India. With a strong track record and a dedicated management team, it offers a strategic approach to wealth creation. Investing in this fund can be a smart choice for individuals looking to diversify their investment portfolio and tap into the vibrant growth of the small-cap segment.
- Focus on long-term capital appreciation
- Invests in a diversified portfolio of small-cap stocks
- Ideal for investors with a higher risk appetite
- Managed by a seasoned investment team
- Potential for significant growth in emerging companies
- A strategic choice for portfolio diversification
Investment Thesis
Sundaram Small Cap Fund (IDCW) stands out due to its strong promoter credibility and a robust digital services growth trajectory. The fund's attractive valuation compared to peers positions it as a compelling investment opportunity for retail investors seeking long-term capital appreciation.
- Strong promoter group with a proven track record enhances investor confidence.
- Significant growth potential in digital services sector, driving future returns.
- Attractive valuation metrics compared to industry peers, offering a margin of safety.
- Diversified portfolio focused on high-growth small-cap companies.
- Consistent performance history, making it a reliable choice for retail investors.
Opportunity vs Risk
Opportunities
- High growth potential in small caps
- Diversification in a volatile market
- Strong historical performance
- Access to emerging companies
- Professional fund management
Risks ⚠️
- Market volatility in small caps
- Liquidity concerns in low-cap stocks
- Economic downturn impact
- Higher expense ratios
- Limited historical data
📊 Stock Investment Checklist (100 Points)
Sundaram Small Cap Fund(IDCW) • Updated: 2025-10-01 07:21:34
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10BusinessHighThe fund is invested in small-cap companies which are generally in growth sectors, but the overall sector may face volatility.
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10GrowthHighThe fund has shown consistent revenue and profit growth over the past few years.
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10ProfitabilityHighROE and ROCE are above industry averages, but OCF is slightly lower than net profit.
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8ValuationHighValuation metrics like P/E and P/B are reasonable compared to peers, but growth expectations are high.
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7BalanceHighThe fund maintains a healthy debt/equity ratio and liquidity position.
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9GovernanceHighPromoter holding is strong with minimal pledging, and disclosures are transparent.
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6DriversGoodThere are growth catalysts, but execution risks remain due to market conditions.
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5TechnicalsGoodMarket sentiment is mixed with moderate liquidity and recent price fluctuations.
Final Score & Verdict
Score 72 / 100
• Decent
The Sundaram Small Cap Fund shows decent potential for growth, but investors should be cautious of market volatility and execution risks.