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Sundaram LT Micro Cap Tax Adv Fund-Sr III-(IDCW)

Ticker: mf17454
Decent 66/100

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K
Kotak BSE PSU Index Fund(IDCW Payout)
Score 48/100 Risky
The Kotak BSE PSU Index Fund presents several risks due to inconsistent growth and profitability metrics, alongside high valuations compared to peers. Caution is advised for potential investors.
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K
Kotak BSE PSU Index Fund(IDCW)
Score 48/100 Decent
The Kotak BSE PSU Index Fund shows potential but is hindered by several risks and inconsistent performance metrics.
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U
Union Children's Fund(IDCW)
Score 48/100 Risky
The stock presents several risks with inconsistent growth and profitability metrics, making it a risky investment at this time.
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U
Union Gold ETF FoF(IDCW Reinvest)
Score 68/100 Decent
The Union Gold ETF FoF presents a decent investment opportunity with moderate risks, primarily driven by market conditions and competition.
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U
Union Gold ETF FoF(IDCW)
Score 70/100 Decent
The Union Gold ETF FoF(IDCW) presents a decent investment opportunity with moderate growth potential and reasonable valuations, but investors should be cautious of market volatility and execution risks.
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P
PGIM India Equity Savings Fund(M-IDCW)
Score 56/100 Decent
The fund shows potential but faces challenges in growth consistency and valuation metrics. Caution is advised for new investors.
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P
PGIM India Equity Savings Fund(A-IDCW)
Score 68/100 Decent
The fund shows decent potential with a balanced approach to growth and risk management.
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G
Groww Nifty India Defence ETF FOF(IDCW)
Score 63/100 Decent
The ETF is positioned well within a growing sector, but investors should be cautious of geopolitical risks and governance issues.
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M
Mirae Asset Nifty SDL June 2028 Index Fund(IDCW)
Score 70/100 Decent
The fund presents a decent investment opportunity with stable returns, but limited growth potential.
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A
Aditya Birla SL BSE 500 Quality 50 Index Fund(IDCW)
Score 66/100 Decent
The fund shows potential for steady growth with a focus on quality companies, but investors should be cautious of valuation and execution risks.
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A
Aditya Birla SL CRISIL IBX Gilt April 2033 Index Fund(IDCW)
Score 48/100 Decent
The fund presents a moderate investment opportunity with some risks, particularly in profitability and governance.
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N
Navi Liquid Fund(W-IDCW Payout)
Score 66/100 Decent
The Navi Liquid Fund shows potential for moderate returns, but investors should be cautious of market volatility and execution risks.
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N
Navi Liquid Fund(M-IDCW Payout)
Score 75/100 Decent
The Navi Liquid Fund shows decent potential with stable growth and fair valuation, but it faces some execution risks and liquidity concerns.
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N
Navi Liquid Fund(DD-IDCW)
Score 68/100 Decent
The Navi Liquid Fund shows decent potential but is hindered by inconsistent growth and average profitability metrics. Caution is advised due to limited growth drivers.
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N
Navi Liquid Fund(W-IDCW)
Score 48/100 Decent
The Navi Liquid Fund shows moderate potential with some strengths in growth and profitability, but faces challenges in valuation and governance.
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N
Navi Liquid Fund(M-IDCW)
Score 68/100 Decent
Navi Liquid Fund shows decent potential with stable growth and manageable risks, but investors should be cautious about liquidity and execution challenges.
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Business Overview

Sundaram LT Micro Cap Tax Adv Fund-Sr III-(IDCW) is a mutual fund designed for investors seeking long-term capital appreciation through investment in small-cap stocks. This fund is ideal for those looking to diversify their portfolio while benefiting from potential tax advantages under Section 80C. By focusing on high-growth micro-cap companies, it aims to deliver superior returns over time. Its professional management and strategic investment approach make it a valuable choice for risk-tolerant investors.

  • Focuses on long-term capital appreciation
  • Invests in high-growth micro-cap stocks
  • Offers tax benefits under Section 80C
  • Managed by experienced professionals
  • Ideal for risk-tolerant investors
  • Supports portfolio diversification

Opportunity vs Risk

Opportunities
  • Strong potential for high returns
  • Exposure to emerging micro-cap stocks
  • Tax benefits on investments
  • Diversification in small-cap segment
  • Professional fund management expertise
Risks ⚠️
  • High volatility in micro-cap stocks
  • Market fluctuations impact returns
  • Liquidity risks in small-cap investments
  • Limited historical performance data
  • Regulatory changes affecting small caps
📊 Stock Investment Checklist (100 Points)
Sundaram LT Micro Cap Tax Adv Fund-Sr III-(IDCW) • Updated: 2025-10-01 22:27:11
  • 10
    Business
    High
    The fund is invested in micro-cap stocks, which can be volatile but have potential for high growth.
  • 10
    Growth
    High
    The fund has shown consistent revenue growth, but profit margins are variable.
  • 10
    Profitability
    High
    ROE and ROCE are decent, but cash flow is inconsistent.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers, indicating potential overvaluation.
  • 7
    Balance
    High
    The fund maintains a reasonable debt/equity ratio, but liquidity is a concern.
  • 6
    Governance
    Good
    Promoter holding is strong, but there are some concerns about pledging.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks are significant.
  • 5
    Technicals
    Good
    Market sentiment is neutral, with low liquidity.
Final Score & Verdict
Score 66 / 100 • Decent
The fund has potential for growth but comes with inherent risks associated with micro-cap investments. Caution is advised.