Sundaram ELSS Tax Saver Fund(IDCW)
Ticker: mf15807
Decent
68/100
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ICICI Pru Exports & Services Fund(IDCW)
The fund shows decent potential but is hindered by inconsistent growth and valuation concerns.
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B
Bank of India ELSS Tax Saver(IDCW)
While Bank of India ELSS Tax Saver shows potential in a growing sector, its inconsistent growth and moderate profitability metrics suggest caution for investors.
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U
Union Balanced Advantage Fund(IDCW Payout)
The Union Balanced Advantage Fund shows a decent overall performance with solid growth potential and a stable financial position, making it a viable investment option.
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U
Union Balanced Advantage Fund(IDCW)
The fund shows decent potential with consistent growth and profitability metrics, but some risks in governance and execution should be monitored.
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B
Baroda BNP Paribas Gilt Fund(IDCW)
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I
Invesco India PSU Equity Fund(IDCW)
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ICICI Pru Retirement Fund-Pure Equity Plan(IDCW)
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D
DSP Banking & Financial Services Fund(IDCW)
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D
DSP Banking & Financial Services Fund(IDCW Reinvest)
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I
Invesco India Ultra Short Duration Fund(DD-IDCW)
The fund shows potential but faces significant risks and lacks strong growth drivers.
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I
Invesco India Ultra Short Duration Fund(Q-IDCW)
The fund shows potential but is hindered by several risks and inconsistent performance metrics.
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Invesco India Ultra Short Duration Fund(M-IDCW)
The fund shows decent potential with stable growth and profitability, but some governance concerns and execution risks should be monitored.
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Invesco India Ultra Short Duration Fund(A-IDCW)
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T
Tata India Pharma & Healthcare Fund(IDCW-Payout)
The fund shows potential in a growing sector but faces challenges in profitability and valuation metrics. Caution is advised.
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The fund shows decent potential with consistent growth and profitability, but some risks in governance and execution need to be monitored.
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Business Overview
Sundaram ELSS Tax Saver Fund (IDCW) is an equity-linked savings scheme designed for investors looking to save on taxes while growing their wealth. Ideal for individuals seeking long-term capital appreciation, this fund invests primarily in equities, offering potential high returns over a 3-year lock-in period. It not only helps you save tax under Section 80C but also provides the opportunity to participate in India's growth story.
- Tax-saving investment under Section 80C
- Long-term capital appreciation potential
- Equity-focused for higher returns
- 3-year lock-in period ensures disciplined investing
- Managed by experienced fund managers
Investment Thesis
Sundaram ELSS Tax Saver Fund stands out due to its strong promoter group, which enhances credibility and trust. With the growing demand for digital services, the fund is well-positioned to capitalize on this trend. Additionally, its attractive valuation compared to peers makes it a compelling choice for retail investors seeking long-term growth.
- Strong promoter group ensures credibility and robust management.
- Significant growth potential in digital services sector.
- Attractive valuation compared to peer funds enhances investment appeal.
- Focus on tax-saving benefits aligns with investor goals.
- Consistent performance track record instills confidence.
Opportunity vs Risk
Opportunities
- Tax benefits for investors
- Potential for long-term capital growth
- Diversified equity exposure
- Managed by experienced fund managers
- Systematic Investment Plan (SIP) option
Risks ⚠️
- Market volatility impacts returns
- Lock-in period restrictions
- Performance dependent on market conditions
- Higher expense ratios
- Regulatory changes affecting funds
Peer Perspective
Sundaram ELSS Tax Saver Fund trades at a slight premium compared to peers like Axis Long Term Equity Fund and Mirae Asset Tax Saver Fund. A sustained improvement in margin stability could trigger a rerating.
📊 Stock Investment Checklist (100 Points)
Sundaram ELSS Tax Saver Fund(IDCW) • Updated: 2025-10-01 22:25:45
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10BusinessHighThe sector shows potential but lacks a clear moat.
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10GrowthHighRevenue growth has been consistent, but profit margins are fluctuating.
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10ProfitabilityHighROE and ROCE are decent, but OCF is inconsistent.
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8ValuationHighValuation metrics are slightly above peers.
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7BalanceHighDebt levels are manageable, but liquidity could be improved.
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6GovernanceGoodPromoter holding is strong, but some concerns over disclosures.
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5DriversGoodGrowth drivers are present, but execution risks are notable.
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5TechnicalsGoodMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The fund shows decent potential with consistent growth, but there are risks related to profitability and execution.