Portfolio Alerts Watch List Cart

Sundaram LT Micro Cap Tax Adv Fund-Sr IV

Ticker: mf13914
Decent 48/100

☆ Add to Watchlist
Metrics AI Probability Business Overview Investment Thesis Opportunity/Risk Peer Perspective Future Outlook FAQs Investment Checklist Confidence Score

More Options

J
JioBlackRock Nifty 8-13 yr G-Sec Index Fund
Score 68/100 Decent
The fund shows decent potential with a balanced risk-reward profile, but investors should remain cautious of execution risks.
View details
I
ITI Overnight Fund
Score 48/100 Risky
The ITI Overnight Fund shows potential in a growing sector, but faces significant challenges in profitability and market sentiment.
View details
A
Axis CRISIL IBX 50:50 Gilt Plus SDL Sep 2027 Index Fund
Score 58/100 Decent
The fund is a stable investment option for conservative investors seeking fixed income, but lacks significant growth potential.
View details
Q
Quant Equity Savings Fund
Score 68/100 Decent
The Quant Equity Savings Fund shows decent potential with a balanced approach to growth and profitability, though some risks remain.
View details
U
UTI Nifty SDL Plus AAA PSU Bond Apr 2028 75:25 Index Fund
Score 57/100 Decent
The fund presents a decent investment option for conservative investors seeking stability in fixed income, but growth potential is limited.
View details
H
HDFC FMP-Sr 46-1876D-Mar 2022
Score 48/100 Decent
The stock shows moderate potential but has several risks that need to be monitored.
View details
S
Sundaram LT Tax Adv Fund-Sr III
Score 68/100 Decent
The fund shows potential for moderate growth with reasonable risks, making it a decent investment option.
View details
A
Aditya Birla SL Nifty SDL Sep 2027 Index Fund
Score 70/100 Decent
The fund presents a decent investment opportunity with moderate growth potential, but investors should be cautious of the underlying risks and market conditions.
View details
I
ICICI Pru Nifty 500 Index Fund
Score 68/100 Decent
The ICICI Pru Nifty 500 Index Fund presents a decent investment opportunity with a balanced risk-reward profile.
View details
N
Nippon India Nifty 500 Quality 50 Index Fund
Score 68/100 Decent
The Nippon India Nifty 500 Quality 50 Index Fund presents a decent investment opportunity with a focus on quality companies, though some risks remain.
View details
A
Axis Multi Factor Passive FoF
Score 63/100 Decent
The Axis Multi Factor Passive FoF shows potential but faces challenges in profitability and growth consistency. It is positioned decently in the market but requires careful monitoring.
View details
M
Motilal Oswal Developed Market Ex US ETFs Overseas Equity Passive FOF
Score 66/100 Decent
The fund shows potential for moderate returns with acceptable risks, but investors should be cautious of market volatility.
View details
K
Kotak Nifty Smallcap 250 Index Fund
Score 48/100 Decent
The fund shows potential but carries risks typical of smallcap investments. Caution is advised.
View details
B
Bank of India Midcap Tax Fund-Sr 2
Score 71/100 Decent
The fund shows potential for moderate growth, but investors should be cautious due to execution risks and valuation concerns.
View details
M
Mirae Asset Nifty 50 Index Fund
Score 66/100 Decent
The Mirae Asset Nifty 50 Index Fund is a decent investment option with a balanced exposure to the Indian equity market, though caution is advised due to sector-specific risks.
View details
K
Kotak Nifty India Tourism Index Fund
Score 66/100 Decent
The fund is positioned in a recovering sector with moderate growth potential, but faces execution risks and valuation concerns.
View details

Business Overview

Sundaram LT Micro Cap Tax Adv Fund-Sr IV is a mutual fund designed for investors seeking long-term capital appreciation while benefiting from tax deductions under Section 80C. This fund primarily invests in micro-cap stocks, offering the potential for high growth. It is ideal for risk-tolerant investors looking to diversify their portfolio with high-potential equities. By focusing on emerging companies, this fund aims to deliver significant returns over the long term, making it a valuable addition for those looking to maximize their investment potential while enjoying tax benefits.

  • Long-term capital appreciation
  • Tax benefits under Section 80C
  • Focus on high-growth micro-cap stocks
  • Ideal for risk-tolerant investors
  • Diversifies investment portfolio
  • Potential for significant returns over time

Opportunity vs Risk

Opportunities
  • Potential for high returns
  • Exposure to micro-cap growth
  • Tax benefits for investors
  • Diversification in small caps
  • Strong management team
Risks ⚠️
  • High volatility in micro-caps
  • Market liquidity concerns
  • Economic downturn impact
  • Regulatory changes risk
  • Limited historical performance data
📊 Stock Investment Checklist (100 Points)
Sundaram LT Micro Cap Tax Adv Fund-Sr IV • Updated: 2025-09-29 15:47:04
  • 8
    Business
    High
    The fund is invested in future-ready sectors with a clear investment model.
  • 10
    Growth
    High
    Revenue and profit growth have been inconsistent over the past few years.
  • 10
    Profitability
    High
    ROE and ROCE are moderate, with OCF showing variability.
  • 9
    Valuation
    High
    Valuation metrics are slightly above peers, indicating potential overvaluation.
  • 7
    Balance
    High
    The balance sheet shows manageable debt levels and adequate liquidity.
  • 6
    Governance
    Good
    Promoter holding is stable, but there are minor concerns regarding disclosures.
  • 5
    Drivers
    Good
    Growth catalysts exist, but execution risks are notable.
  • 1
    Technicals
    Low
    Market sentiment is weak with low liquidity.
Final Score & Verdict
Score 48 / 100 • Decent
The fund shows potential in certain sectors but faces challenges in growth consistency and market sentiment.