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Sundaram LT Micro Cap Tax Adv Fund-Sr V

Ticker: mf13936
Decent 48/100

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SBI FMP-59-1618D
Score 48/100 Risky
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SBI FMP-34-3682D
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Aditya Birla SL FTP-TJ-1838D
Score 68/100 Decent
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Union FMP-Sr 13
Score 48/100 Risky
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Business Overview

Sundaram LT Micro Cap Tax Adv Fund-Sr V is a focused mutual fund designed for investors looking to maximize their long-term wealth while benefiting from tax deductions under Section 80C. This fund primarily invests in small-cap companies with high growth potential, making it ideal for risk-tolerant investors seeking substantial capital appreciation. With a dedicated management team and a strategic investment approach, it aims to deliver superior returns over the long term.

  • Targeted for long-term wealth creation
  • Eligible for tax benefits under Section 80C
  • Focus on high-growth small-cap companies
  • Managed by experienced professionals
  • Aims for superior long-term returns

Opportunity vs Risk

Opportunities
  • Potential for high returns
  • Exposure to emerging micro-cap stocks
  • Tax benefits for investors
  • Diversification in small-cap segment
  • Strong fund management team
Risks ⚠️
  • High volatility in micro-cap stocks
  • Market risk during downturns
  • Liquidity concerns in small caps
  • Limited historical performance data
  • Regulatory changes affecting funds
📊 Stock Investment Checklist (100 Points)
Sundaram LT Micro Cap Tax Adv Fund-Sr V • Updated: 2025-09-29 15:47:11
  • 8
    Business
    High
    The fund is invested in future-ready sectors with a clear investment model.
  • 10
    Growth
    High
    Revenue and profit growth have shown consistency over the past few years.
  • 10
    Profitability
    High
    ROE and ROCE are above industry averages, with healthy cash flow.
  • 9
    Valuation
    High
    Valuation metrics are reasonable compared to peers.
  • 6
    Balance
    Good
    The balance sheet shows manageable debt levels and adequate liquidity.
  • 7
    Governance
    High
    Promoter holding is strong with minimal pledging.
  • 4
    Drivers
    Good
    Growth drivers are present, but execution risks remain.
  • 2
    Technicals
    Low
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 48 / 100 • Decent
The fund shows potential with a decent score, but investors should be cautious due to execution risks and market sentiment.