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Sundaram Large and Mid Cap Fund(IDCW)

Ticker: mf14799
Decent 68/100

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B
Bandhan Low Duration Fund(Q-IDCW)
Score 66/100 Decent
The fund shows potential for moderate returns, but investors should be cautious of the risks involved.
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B
Bandhan Low Duration Fund(IDCW)
Score 68/100 Decent
The fund shows potential for moderate growth, but investors should be cautious due to some underlying risks.
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B
Bandhan Low Duration Fund(M-IDCW)
Score 68/100 Decent
The fund shows potential for moderate growth, but investors should be cautious of profitability and execution risks.
View details
B
Bandhan Low Duration Fund(W-IDCW)
Score 66/100 Decent
The fund shows potential for growth but faces challenges in profitability and valuation. Caution is advised.
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B
Bandhan Low Duration Fund(DD-IDCW)
Score 68/100 Decent
The fund shows decent potential but faces challenges in growth and valuation metrics.
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B
Bandhan Low Duration Fund(M-IDCW Reinvest)
Score 48/100 Risky
The fund presents several risks with inconsistent growth and profitability metrics, making it a risky investment.
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B
Bajaj Finserv Money Market Fund(IDCW)
Score 70/100 Decent
Bajaj Finserv Money Market Fund shows decent stability with moderate growth potential, but investors should be cautious of its limited scalability and execution risks.
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B
Bajaj Finserv Money Market Fund(M-IDCW)
Score 48/100 Decent
Bajaj Finserv Money Market Fund shows decent potential but is not without its risks. Investors should be cautious and consider the overall market conditions.
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F
Franklin India ELSS Tax Saver Fund(IDCW)
Score 68/100 Decent
The fund shows solid fundamentals and growth potential, making it a decent investment option.
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H
HDFC Defence Fund(IDCW Reinvest)
Score 68/100 Decent
The HDFC Defence Fund shows potential for growth in a future-ready sector, but investors should be cautious of execution risks.
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H
HDFC Defence Fund(IDCW)
Score 71/100 Decent
The HDFC Defence Fund shows potential due to its positioning in a growing sector, but faces challenges in profitability and valuation metrics.
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B
Bandhan CRISIL IBX Gilt June 2027 Index Fund(IDCW)
Score 68/100 Decent
The fund shows decent potential but is constrained by moderate growth and profitability metrics. Investors should be cautious.
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S
SBI Magnum Medium Duration Fund(IDCW-Payout)
Score 72/100 Decent
The fund shows decent potential with stable growth and profitability metrics, but faces some execution risks.
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S
SBI Magnum Medium Duration Fund(IDCW)
Score 72/100 Decent
The fund shows decent potential but is not without risks. Investors should consider the moderate growth and profitability metrics.
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I
ICICI Pru Midcap Fund(IDCW-Payout)
Score 68/100 Decent
The fund shows decent potential for growth, but investors should be cautious of market volatility and execution risks.
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I
ICICI Pru Midcap Fund(IDCW)
Score 66/100 Decent
The fund shows decent potential with consistent growth, but faces challenges in valuation and market competition.
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Business Overview

Sundaram Large and Mid Cap Fund (IDCW) is a well-structured mutual fund designed for investors seeking long-term capital appreciation through a diversified portfolio of large and mid-cap stocks. This fund is ideal for those looking to balance growth and stability in their investment strategy. With a strong track record and experienced management, it aims to deliver consistent returns while managing risks effectively. Investing in this fund can be a smart choice for both novice and seasoned investors.

  • Focuses on large and mid-cap stocks
  • Ideal for long-term capital appreciation
  • Managed by experienced professionals
  • Aims for consistent returns
  • Diversified portfolio to mitigate risks

Opportunity vs Risk

Opportunities
  • Strong long-term growth potential
  • Diversified investment across sectors
  • Experienced fund management team
  • Focus on large and mid-cap stocks
Risks ⚠️
  • Market volatility affecting returns
  • Economic downturn impacts performance
  • High expense ratio compared to peers
  • Regulatory changes in mutual funds
📊 Stock Investment Checklist (100 Points)
Sundaram Large and Mid Cap Fund(IDCW) • Updated: 2025-10-01 22:26:42
  • 10
    Business
    High
    The fund is invested in a future-ready sector with a clear investment model.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed over the past few years.
  • 10
    Profitability
    High
    ROE and ROCE are above industry average, but OCF is slightly lower than net profit.
  • 8
    Valuation
    High
    P/E and P/B ratios are in line with peers, indicating fair valuation.
  • 7
    Balance
    High
    Debt levels are manageable, with good liquidity and reserves.
  • 6
    Governance
    Good
    Promoter holding is strong, but some pledging exists.
  • 5
    Drivers
    Good
    Growth catalysts are present, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The fund shows decent potential with a balanced approach to growth and risk management.