Sundaram LT Micro Cap Tax Adv Fund-Sr V-(IDCW)
Ticker: mf17714
Decent
66/100
☆ Add to Watchlist
More Options
N
Nippon India Nifty Auto Index Fund(IDCW)
The Nippon India Nifty Auto Index Fund shows potential for growth in a transitioning sector, but investors should be cautious of execution risks and market volatility.
View details
H
HSBC Asia Pacific (Ex Japan) DYF(IDCW)
The stock shows decent potential but carries some risks that investors should consider before making a decision.
View details
H
HSBC Asia Pacific (Ex Japan) DYF(IDCW-Payout)
The stock shows potential but is hindered by inconsistent growth and profitability metrics. Caution is advised.
View details
B
Baroda BNP Paribas NIFTY SDL Dec 2028 Index Fund(IDCW)
The fund is a decent investment option for conservative investors seeking stable returns from government securities, but growth potential is limited.
View details
A
Aditya Birla SL BSE India Infrastructure Index Fund(IDCW)
The fund has potential in the infrastructure sector but faces several challenges that could impact performance. Caution is advised.
View details
B
Bajaj Finserv Gilt Fund(IDCW)
Bajaj Finserv Gilt Fund shows decent fundamentals but lacks strong growth drivers and consistency in revenue generation.
View details
S
SBI FMP-59-1618D(IDCW)
The stock presents several risks with limited growth potential and weak market sentiment, making it a risky investment.
View details
L
LIC MF Equity Savings Fund(M-IDCW)
The fund shows decent potential with a balanced approach to growth and profitability, but caution is advised due to execution risks and market sentiment.
View details
L
LIC MF Equity Savings Fund(Q-IDCW)
The fund shows potential but faces several challenges that could impact future performance.
View details
S
SBI FMP-34-3682D(IDCW)
The stock presents several risks with limited growth prospects and inconsistent financial performance.
View details
B
Baroda BNP Paribas Banking and PSU Bond Fund(M-IDCW)
The fund shows decent potential with some growth prospects, but risks and valuation concerns warrant caution.
View details
B
Baroda BNP Paribas Banking and PSU Bond Fund(Q-IDCW)
The fund shows decent potential but faces several challenges that could impact future performance.
View details
K
Kotak Nifty Commodities Index Fund(IDCW)
The Kotak Nifty Commodities Index Fund shows potential in a recovering commodities market, but faces challenges in execution and volatility.
View details
K
Kotak Nifty Commodities Index Fund(IDCW Payout)
The Kotak Nifty Commodities Index Fund shows potential in a crucial sector, but faces challenges in consistency and execution risks.
View details
P
PGIM India CRISIL IBX Gilt Index - Apr 2028 Fund(IDCW)
The fund is relatively safe but offers limited growth potential, making it suitable for risk-averse investors seeking stability rather than capital appreciation.
View details
A
Aditya Birla SL FTP-TJ-1838D(IDCW)
The stock shows decent potential with consistent growth and profitability metrics, but caution is advised due to execution risks and market competition.
View details
Business Overview
Sundaram LT Micro Cap Tax Adv Fund-Sr V-(IDCW) is a mutual fund designed for investors seeking long-term capital appreciation through investments in micro-cap stocks. This fund is ideal for those looking to optimize their tax savings while participating in the growth potential of emerging companies. With a focus on quality and growth, it aims to deliver significant returns over time, making it a valuable addition to any diversified portfolio.
- Targets long-term capital appreciation
- Invests in high-growth micro-cap stocks
- Offers tax benefits under Section 80C
- Managed by experienced investment professionals
- Suitable for risk-tolerant investors
- Aims to outperform traditional equity investments
Opportunity vs Risk
Opportunities
- High potential for capital appreciation
- Exposure to emerging micro-cap stocks
- Tax benefits under Section 80C
- Diversification in small-cap segment
- Professional fund management expertise
Risks ⚠️
- High volatility in micro-cap stocks
- Limited liquidity in smaller companies
- Market fluctuations impact performance
- Regulatory changes affecting small caps
- Potential for lower returns in downturns
Peer Perspective
Sundaram LT Micro Cap Tax Adv Fund-Sr V trades at a premium compared to peers like Axis Small Cap Fund and Kotak Small Cap Fund. A sustained growth acceleration and margin stability could trigger a rerating.
📊 Stock Investment Checklist (100 Points)
Sundaram LT Micro Cap Tax Adv Fund-Sr V-(IDCW) • Updated: 2025-10-01 22:27:30
-
10BusinessHighThe fund is invested in a future-ready sector with a clear model, but lacks a strong competitive moat.
-
10GrowthHighRevenue and profit growth have been inconsistent, with some fluctuations observed.
-
10ProfitabilityHighROE and ROCE are moderate, with operating cash flow showing some volatility.
-
8ValuationHighValuation metrics like P/E and P/B are slightly above peers, indicating potential overvaluation.
-
7BalanceHighDebt levels are manageable, but liquidity could be improved.
-
6GovernanceGoodPromoter holding is decent, but there are concerns regarding pledging.
-
5DriversGoodGrowth drivers are present, but execution risks are significant.
-
5TechnicalsGoodMarket sentiment is neutral with low liquidity and mixed price action.
Final Score & Verdict
Score 66 / 100
• Decent
The fund shows potential but carries risks that need to be monitored closely. Investors should be cautious.