Sundaram Equity Savings Fund(IDCW)
Ticker: mf15938
Decent
68/100
☆ Add to Watchlist
More Options
B
Bandhan Aggressive Hybrid Fund(IDCW Reinv)
The fund shows decent potential with consistent growth and reasonable valuations, but faces some execution risks and market sentiment challenges.
View details
B
Bandhan Aggressive Hybrid Fund(IDCW)
The Bandhan Aggressive Hybrid Fund shows decent potential with consistent growth and manageable risks, but investors should be cautious of valuation and execution risks.
View details
T
Tata Resources & Energy Fund(IDCW-Payout)
..
View details
T
Tata Resources & Energy Fund(IDCW)
..
View details
U
UTI Children's Equity Fund(IDCW)
The UTI Children's Equity Fund shows decent potential with a focus on a growing sector, but some risks and governance concerns should be monitored.
View details
I
ICICI Pru Long Term Bond Fund(Q-IDCW Payout)
The ICICI Pru Long Term Bond Fund presents a decent investment opportunity with stable growth prospects, but investors should be cautious of market conditions and execution risks.
View details
I
ICICI Pru Long Term Bond Fund(Q-IDCW)
The fund shows decent potential for growth but has some risks that need to be monitored.
View details
D
DSP Business Cycle Fund(IDCW)
The DSP Business Cycle Fund shows decent potential but is subject to market volatility and cyclical risks.
View details
D
DSP Business Cycle Fund(IDCW Reinvest)
The DSP Business Cycle Fund shows potential for moderate growth, but investors should be cautious due to volatility and execution risks.
View details
A
Aditya Birla SL Nifty 50 Index Fund(IDCW-Reinv)
The Aditya Birla SL Nifty 50 Index Fund is a decent investment option, reflecting the overall growth potential of the Nifty 50 index, though it carries some market risks.
View details
A
Aditya Birla SL Nifty 50 Index Fund(IDCW)
The Aditya Birla SL Nifty 50 Index Fund presents a decent investment opportunity, primarily due to its exposure to strong underlying companies in a future-ready sector, though some risks and valuation concerns exist.
View details
A
Aditya Birla SL Infrastructure Fund(IDCW-Reinv)
The fund shows potential in a growing sector but faces significant risks and challenges that may hinder performance.
View details
A
Aditya Birla SL Infrastructure Fund(IDCW)
The fund shows potential in a vital sector, but faces challenges that could impact future performance.
View details
A
Aditya Birla SL Bal Bhavishya Yojna(IDCW-Reinv)
The fund shows potential for moderate returns but comes with certain risks that need to be monitored.
View details
A
Aditya Birla SL Bal Bhavishya Yojna(IDCW)
The stock shows decent potential with stable growth and profitability metrics, but some risks in execution and governance need to be monitored.
View details
T
TRUSTMF Flexi Cap Fund(IDCW)
The TRUSTMF Flexi Cap Fund shows a decent investment potential with solid growth and profitability metrics, though some execution risks are present.
View details
Business Overview
Sundaram Equity Savings Fund (IDCW) is a hybrid mutual fund designed for investors seeking a balanced approach to growth and stability. It combines equity, debt, and arbitrage strategies, making it suitable for conservative investors looking to generate returns while managing risk. This fund is ideal for those who want to benefit from equity market growth without excessive volatility. With a focus on capital appreciation and regular income, it matters for investors aiming for long-term wealth creation with a safety net.
- Hybrid fund combining equity and debt
- Suitable for conservative investors
- Focus on capital appreciation
- Offers regular income potential
- Managed by experienced professionals
Investment Thesis
Sundaram Equity Savings Fund stands out due to its credible promoter group, robust growth potential in digital services, and attractive valuation compared to peers. This combination positions it as a compelling investment opportunity for retail investors seeking stability and growth.
- Strong promoter group with a proven track record in fund management.
- Significant growth potential in digital services, tapping into evolving market trends.
- Attractive valuation metrics compared to industry peers, enhancing upside potential.
- Diversified investment strategy, balancing equity and debt for risk mitigation.
- Consistent performance history, instilling confidence among retail investors.
Opportunity vs Risk
Opportunities
- Strong historical performance
- Diversified investment strategy
- Tax benefits on long-term gains
- Potential for steady income
- Experienced fund management team
Risks ⚠️
- Market volatility impacts returns
- Limited liquidity in certain conditions
- Management fees may reduce profits
- Economic downturns affect performance
- Regulatory changes could impact operations
Peer Perspective
Sundaram Equity Savings Fund trades at a slight premium compared to peers like HDFC Equity Savings Fund and ICICI Prudential Equity Savings Fund. A rerating could occur if it demonstrates consistent margin stability and improved growth metrics.
📊 Stock Investment Checklist (100 Points)
Sundaram Equity Savings Fund(IDCW) • Updated: 2025-10-01 22:25:52
-
10BusinessHighThe fund is positioned in a future-ready sector with a diversified portfolio.
-
10GrowthHighConsistent revenue and profit growth observed over the past few years.
-
10ProfitabilityHighROE and ROCE are above industry averages, indicating strong profitability.
-
8ValuationHighValuation metrics are reasonable compared to peers.
-
7BalanceHighStrong balance sheet with manageable debt levels.
-
6GovernanceGoodPromoter holding is stable with no significant pledging.
-
5DriversGoodGrowth drivers are present, but execution risks remain.
-
5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The Sundaram Equity Savings Fund shows a decent potential for growth with a solid foundation, but investors should remain cautious about execution risks.