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Sundaram Focused Fund(IDCW)

Ticker: mf15963
Decent 68/100

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D
DSP Global Innovation Overseas Equity Omni FoF(IDCW Reinvst)
Score 58/100 Decent
The fund shows potential with a decent score, but caution is advised due to execution risks and market sentiment.
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D
DSP Global Innovation Overseas Equity Omni FoF(IDCW)
Score 68/100 Decent
The fund shows potential in future-ready sectors but has mixed performance metrics and some risks.
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F
Franklin India Corp Debt Fund-A(A-IDCW)
Score 62/100 Decent
The fund shows decent potential but lacks strong growth drivers and profitability metrics.
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F
Franklin India Corp Debt Fund-A(H-IDCW)
Score 48/100 Risky
The fund shows several weaknesses in growth and profitability, making it a risky investment at this time.
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F
Franklin India Corp Debt Fund-A(M-IDCW)
Score 48/100 Risky
The fund shows several weaknesses in growth and profitability, making it a risky investment at this time.
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F
Franklin India Corp Debt Fund-A(Q-IDCW)
Score 48/100 Risky
The fund shows potential but carries significant risks, particularly in growth and governance aspects.
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F
Franklin India Corp Debt Fund-A(M-IDCW Payout)
Score 66/100 Decent
The fund shows potential for moderate returns but carries risks related to growth and governance.
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F
Franklin India Corp Debt Fund-A(A-IDCW Payout)
Score 68/100 Decent
The fund shows decent potential with stable growth and manageable risks, but investors should be cautious about execution risks and governance concerns.
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D
DSP Value Fund(IDCW-Reinv)
Score 70/100 Decent
The DSP Value Fund shows a decent potential for growth with a solid foundation, though some risks remain in execution and market sentiment.
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D
DSP Value Fund(IDCW)
Score 56/100 Decent
The DSP Value Fund shows potential for moderate growth, but investors should be cautious of its volatility and execution risks.
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S
SBI US Specific Equity Active FoF(IDCW-Payout)
Score 66/100 Decent
The fund shows potential with decent growth prospects and manageable risks, making it a reasonable investment option.
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S
SBI US Specific Equity Active FoF(IDCW)
Score 66/100 Decent
The SBI US Specific Equity Active FoF(IDCW) presents a decent investment opportunity with growth potential, but investors should be cautious of market volatility and execution risks.
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T
TRUSTMF Small Cap Fund(IDCW)
Score 68/100 Decent
The TRUSTMF Small Cap Fund shows decent potential with growth opportunities, but risks related to volatility and execution should be carefully considered.
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N
Nippon India Multi-Asset Omni FoF(IDCW)
Score 66/100 Decent
The Nippon India Multi-Asset Omni FoF presents a decent investment opportunity with a diversified approach and stable growth metrics, though some risks need to be monitored.
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H
HDFC Non-Cyclical Consumer Fund(IDCW Reinvest)
Score 72/100 Decent
The HDFC Non-Cyclical Consumer Fund shows decent potential with stable growth prospects, but faces challenges in profitability and valuation metrics.
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H
HDFC Non-Cyclical Consumer Fund(IDCW)
Score 48/100 Decent
The fund shows decent fundamentals but faces challenges in growth and valuation. Caution is advised.
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Business Overview

Sundaram Focused Fund (IDCW) is a dynamic mutual fund designed for investors seeking long-term capital appreciation through a focused portfolio of high-quality stocks. Ideal for individuals looking to invest in a concentrated equity strategy, this fund aims to deliver superior returns by investing in companies with strong growth potential. With a disciplined approach to stock selection, it emphasizes risk management and wealth creation over time.

  • Focused investment in high-quality stocks
  • Ideal for long-term capital appreciation
  • Disciplined stock selection process
  • Emphasis on risk management
  • Managed by experienced fund managers
  • Transparent and investor-friendly approach

Opportunity vs Risk

Opportunities
  • Strong historical performance
  • Diverse portfolio management
  • Focus on high-growth sectors
  • Experienced fund management team
Risks ⚠️
  • Market volatility impact
  • Sector concentration risk
  • Regulatory changes
  • Economic downturn effects
📊 Stock Investment Checklist (100 Points)
Sundaram Focused Fund(IDCW) • Updated: 2025-10-01 22:26:18
  • 10
    Business
    High
    The fund is invested in sectors that are adapting to future trends, but lacks a strong competitive moat.
  • 10
    Growth
    High
    Consistent revenue growth observed, but profit margins are fluctuating.
  • 10
    Profitability
    High
    ROE and ROCE are decent, but cash flow is inconsistent compared to net profit.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers, indicating potential overvaluation.
  • 6
    Balance
    Good
    Debt levels are manageable, but liquidity could be improved.
  • 7
    Governance
    High
    Promoter holding is strong, but there are some concerns regarding disclosures.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks are significant.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The Sundaram Focused Fund shows potential for growth but carries risks that need to be monitored closely.