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

Ticker: mf17673
Decent 57/100

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Business Overview

The Sundaram LT Micro Cap Tax Adv Fund-Sr IV-(IDCW) is a focused mutual fund designed for investors seeking long-term capital appreciation through investments in micro-cap stocks. This fund is ideal for individuals looking to optimize their tax savings while participating in the growth potential of emerging companies. With a strategic approach to portfolio management, it aims to deliver robust returns over time, making it a valuable addition to any investor's portfolio.

  • Focuses on micro-cap stocks for high growth potential
  • Offers tax benefits under Section 80C
  • Managed by experienced investment professionals
  • Suitable for long-term investors
  • Aims for capital appreciation over time

Opportunity vs Risk

Opportunities
  • High growth potential in micro caps
  • Tax benefits for investors
  • Diversification in small-cap space
  • Professional fund management
  • Access to emerging market trends
Risks ⚠️
  • High volatility in micro-cap stocks
  • Market sentiment can affect performance
  • Liquidity issues with small-cap stocks
  • Regulatory changes impacting funds
  • Potential for higher losses
📊 Stock Investment Checklist (100 Points)
Sundaram LT Micro Cap Tax Adv Fund-Sr IV-(IDCW) • Updated: 2025-10-01 22:27:21
  • 8
    Business
    High
    The fund is invested in micro-cap stocks, which are in emerging sectors with potential for growth.
  • 10
    Growth
    High
    The fund has shown consistent revenue growth, but profit growth is more volatile.
  • 10
    Profitability
    High
    ROE and ROCE are decent, but cash flow is inconsistent compared to net profit.
  • 9
    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 adequate, but there are some concerns regarding pledging.
  • 8
    Drivers
    High
    There are growth catalysts, but execution risks remain high in micro-cap investments.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity affecting price action.
Final Score & Verdict
Score 57 / 100 • Decent
The fund has potential for growth in micro-cap investments, but investors should be cautious due to volatility and execution risks.