Sundaram LT Micro Cap Tax Adv Fund-Sr III
Ticker: mf13795
Risky
48/100
☆ Add to Watchlist
More Options
K
Kotak BSE PSU Index Fund
The Kotak BSE PSU Index Fund shows decent potential but is subject to sector-specific risks.
View details
M
Mirae Asset Nifty SDL June 2028 Index Fund
The Mirae Asset Nifty SDL June 2028 Index Fund presents a decent investment opportunity with stable returns, driven by state infrastructure spending.
View details
U
Union Children's Fund
The stock presents significant risks with inconsistent growth and high valuation metrics, making it a risky investment.
View details
P
PGIM India Equity Savings Fund
The fund shows decent potential with a solid growth trajectory and manageable risks, but investors should be cautious of execution challenges.
View details
G
Groww Nifty India Defence ETF FOF
The Groww Nifty India Defence ETF FOF presents a decent investment opportunity, particularly due to the growth potential in the defense sector. However, investors should be cautious of valuation concerns and execution risks.
View details
A
Aditya Birla SL BSE 500 Quality 50 Index Fund
The fund shows decent potential with a diversified portfolio, but faces some execution risks and market sentiment challenges.
View details
U
UTI CRISIL SDL Maturity June 2027 Index Fund
The fund shows decent potential but faces challenges in growth and profitability metrics. Investors should be cautious.
View details
Z
Zerodha Overnight Fund
Zerodha Overnight Fund shows potential with decent growth and profitability metrics, but faces challenges in competitive positioning and execution risks.
View details
N
Navi Liquid Fund
The Navi Liquid Fund shows potential for stable returns, but investors should be cautious of execution risks and liquidity issues.
View details
F
Franklin India Income Plus Arbitrage Active FoF
The fund shows potential but faces challenges in growth consistency and market sentiment.
View details
B
Bank of India Overnight Fund
The Bank of India Overnight Fund shows moderate potential but faces challenges in growth consistency and market positioning.
View details
U
Union Gold ETF FoF
The Union Gold ETF FoF presents a decent investment opportunity, primarily for those seeking stability rather than high growth.
View details
P
PGIM India Overnight Fund
The PGIM India Overnight Fund shows a decent performance with stable cash flows and a strong balance sheet, but faces challenges in growth and market competition.
View details
K
Kotak Nifty Financial Services Ex-Bank Index Fund
The fund shows potential for growth but faces challenges in profitability and valuation metrics. Caution is advised.
View details
W
WOC ESG Best-In-Class Strategy Fund
The fund shows potential with a decent score, but faces challenges in profitability and execution risks.
View details
J
JioBlackRock Nifty Next 50 Index Fund
The fund shows decent potential with a balanced approach to growth and risk, but investors should remain cautious about valuation and governance aspects.
View details
Business Overview
Sundaram LT Micro Cap Tax Adv Fund-Sr III is a dynamic mutual fund designed for investors seeking long-term capital growth while enjoying tax benefits under Section 80C of the Income Tax Act. This fund primarily invests in micro-cap stocks, offering the potential for high returns by tapping into emerging companies with strong growth prospects. Ideal for risk-tolerant investors looking to diversify their portfolio, it stands out for its robust management and strategic investment approach.
- Long-term capital growth potential
- Tax benefits under Section 80C
- Focus on high-growth micro-cap stocks
- Managed by experienced professionals
- Ideal for risk-tolerant investors
- Diversifies investment portfolio
Opportunity vs Risk
Opportunities
- Potential for high long-term growth
- Access to diversified micro-cap stocks
- Tax benefits for investors
- Strong management team
- Rising interest in small caps
Risks ⚠️
- High volatility in micro-cap stocks
- Market fluctuations impact returns
- Liquidity concerns in small caps
- Regulatory changes affecting funds
- Limited historical performance data
📊 Stock Investment Checklist (100 Points)
Sundaram LT Micro Cap Tax Adv Fund-Sr III • Updated: 2025-09-29 15:46:53
-
8BusinessHighThe fund is invested in micro-cap companies which are often in emerging sectors, indicating potential for future growth.
-
10GrowthHighThe fund has shown inconsistent revenue and profit growth due to the volatility of micro-cap stocks.
-
10ProfitabilityHighROE and ROCE are below industry averages, and OCF is not consistently higher than net profit.
-
9ValuationHighValuation metrics like P/E and P/B are higher compared to peers, indicating potential overvaluation.
-
6BalanceGoodThe fund has moderate debt levels but liquidity is a concern.
-
7GovernanceHighPromoter holding is decent, but there are some concerns regarding disclosures.
-
5DriversGoodGrowth drivers are limited, and execution risks are high in micro-cap investments.
-
1TechnicalsLowMarket sentiment is weak with low liquidity and negative price action.
Final Score & Verdict
Score 48 / 100
• Risky
The fund presents a high-risk investment profile due to its exposure to micro-cap stocks, which can be volatile and unpredictable.