Sundaram Services Fund(IDCW)
Ticker: mf15028
Decent
68/100
☆ Add to Watchlist
More Options
B
Baroda BNP Paribas Balanced Advantage Fund(IDCW)
The fund shows decent potential with consistent growth and manageable risks, but attention should be paid to governance and execution challenges.
View details
H
HSBC Large & Mid Cap Fund(IDCW-Payout)
The fund shows decent potential with moderate risks, but investors should be cautious about execution and valuation concerns.
View details
H
HSBC Large & Mid Cap Fund(IDCW)
The fund shows decent potential with a balanced approach to growth and profitability, but caution is advised due to valuation concerns.
View details
B
Bandhan CRISIL IBX Gilt April 2028 Index Fund(IDCW)
The fund presents a decent investment opportunity in the fixed income space, with stable returns but limited growth potential.
View details
B
Bandhan CRISIL IBX Gilt April 2028 Index Fund(IDCW Reinvest)
The Bandhan CRISIL IBX Gilt April 2028 Index Fund offers a stable investment option in government securities with moderate growth potential. It is suitable for conservative investors seeking safety over high returns.
View details
T
Tata Overnight Fund(DD-IDCW)
..
View details
M
Motilal Oswal Multi Cap Fund(IDCW)
The fund shows decent potential with consistent growth and manageable risks, but investors should be cautious of execution challenges.
View details
F
Franklin U.S. Opportunities Equity Active FOF(IDCW)
The fund shows decent potential for growth with a solid investment strategy in U.S. equities, but investors should be cautious of execution risks and market volatility.
View details
F
Franklin U.S. Opportunities Equity Active FOF(IDCW Payout)
The fund has a decent outlook with exposure to growth in U.S. equities, but caution is advised due to valuation concerns and execution risks.
View details
M
Motilal Oswal ELSS Tax Saver Fund(IDCW)
The fund shows potential for moderate growth but faces challenges in profitability and valuation. Investors should weigh the risks carefully.
View details
B
Bandhan Ultra Short Duration Fund(P-IDCW Reinvest)
The fund shows decent potential but faces challenges in growth consistency and valuation metrics.
View details
B
Bandhan Ultra Short Duration Fund(Q-IDCW)
The fund shows a decent potential for growth with manageable risks, making it a reasonable investment option.
View details
B
Bandhan Ultra Short Duration Fund(M-IDCW Reinvest)
The fund shows decent potential with stable growth and profitability metrics, but some risks in execution and valuation should be monitored.
View details
B
Bandhan Ultra Short Duration Fund(W-IDCW)
The fund shows potential but faces challenges in growth and market sentiment. Caution is advised.
View details
B
Bandhan Ultra Short Duration Fund(DD-IDCW)
The fund shows decent potential with stable growth and profitability metrics, but some risks in execution and governance should be monitored.
View details
B
Bandhan Ultra Short Duration Fund(P-IDCW)
The fund shows decent potential with stable growth and profitability metrics, but some risks in execution and valuation need to be monitored.
View details
Business Overview
Sundaram Services Fund (IDCW) is a dynamic mutual fund designed for investors seeking growth through diversified investments in various sectors. Ideal for individuals looking to enhance their portfolio with a focus on long-term wealth creation, this fund stands out for its professional management and strategic asset allocation. It aims to provide consistent income while balancing risk and return, making it a suitable choice for both novice and seasoned investors.
- Professionally managed for optimal growth
- Diversified investments across sectors
- Focus on long-term wealth creation
- Consistent income potential
- Suitable for both novice and experienced investors
Investment Thesis
Sundaram Services Fund (IDCW) stands out due to its robust promoter credibility, a significant growth trajectory in digital services, and attractive valuations compared to its peers. These factors position it as a compelling investment opportunity for retail investors seeking long-term growth.
- Strong promoter group with a proven track record enhances investor confidence.
- Digital services sector is witnessing exponential growth, providing a solid runway for expansion.
- Attractive valuation metrics compared to industry peers make it a cost-effective investment.
- Focus on innovation and technology adoption ensures sustained competitive advantage.
- Diversified portfolio mitigates risks and enhances potential returns.
Opportunity vs Risk
Opportunities
- Strong historical performance
- Diverse investment portfolio
- Experienced fund management
- Potential for market recovery
- Growing retail investor base
Risks ⚠️
- Market volatility impacts returns
- Regulatory changes in mutual funds
- Economic slowdown risks
- High competition in sector
- Dependence on equity markets
📊 Stock Investment Checklist (100 Points)
Sundaram Services Fund(IDCW) • Updated: 2025-10-01 07:21:13
-
10BusinessHighThe sector shows potential but lacks a strong moat.
-
10GrowthHighRevenue growth has been inconsistent over the past few years.
-
10ProfitabilityHighROE and ROCE are average, with OCF trailing net profit.
-
8ValuationHighValuation metrics are above peers, indicating potential overvaluation.
-
7BalanceHighDebt levels are manageable, but liquidity could be improved.
-
6GovernanceGoodPromoter holding is decent, but there are concerns about disclosures.
-
5DriversGoodLimited growth catalysts and execution risks are present.
-
5TechnicalsGoodMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The fund shows potential but faces several challenges that could impact its performance.