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

Ticker: mf17667
Risky 48/100

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N
Nippon India Nifty India Manufacturing Index Fund(IDCW)
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SBI FMP-6-3668D(IDCW)
Score 48/100 Risky
The stock presents several risks with limited growth potential and profitability concerns, making it a risky investment.
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Kotak FMP-305-1200D(IDCW)
Score 68/100 Decent
The stock shows potential but has several areas of concern that need to be addressed for better performance.
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A
Aditya Birla SL Nifty SDL Sep 2025 Index Fund(IDCW)
Score 63/100 Decent
The fund offers stable returns with moderate risk, suitable for conservative investors seeking fixed income exposure.
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Sundaram LT Micro Cap Tax Adv Fund-Sr IV-(IDCW)
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.
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I
ITI Overnight Fund(A-IDCW)
Score 68/100 Decent
The fund shows potential for moderate growth but carries risks that need to be monitored closely.
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I
ITI Overnight Fund(M-IDCW)
Score 68/100 Decent
The ITI Overnight Fund shows potential in a growing sector, but faces challenges in consistency and valuation. Investors should proceed with caution.
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K
Kotak CRISIL-IBX AAA Bond Financial Services Index - Dec 2026 Fund(IDCW)
Score 70/100 Decent
The fund shows decent potential but is facing challenges in profitability and growth drivers.
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G
Groww Overnight Fund(FN-IDCW)
Score 66/100 Decent
The Groww Overnight Fund shows potential for moderate returns, but investors should be cautious due to execution risks and valuation concerns.
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G
Groww Overnight Fund(M-IDCW)
Score 68/100 Decent
The Groww Overnight Fund shows potential but carries moderate risks. It is positioned in a relevant sector with consistent growth, though valuation and governance concerns warrant caution.
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G
Groww Overnight Fund(W-IDCW)
Score 68/100 Decent
The Groww Overnight Fund shows potential but faces challenges in growth consistency and valuation metrics. Caution is advised for new investors.
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G
Groww Overnight Fund(DD-IDCW)
Score 68/100 Decent
The Groww Overnight Fund shows potential for moderate growth, but investors should be cautious due to volatility in profitability and execution risks.
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Axis CRISIL IBX 50:50 Gilt Plus SDL Sep 2027 Index Fund(IDCW)
Score 58/100 Decent
The fund offers a stable investment option with moderate returns, suitable for risk-averse investors.
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Q
Quant Equity Savings Fund(IDCW)
Score 48/100 Decent
The fund shows decent potential with a balanced approach to growth and profitability, but faces some risks in execution and market sentiment.
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G
Groww Gilt Fund(IDCW)
Score 68/100 Decent
The Groww Gilt Fund presents a decent investment opportunity, but potential investors should be cautious of its variable profitability and limited growth drivers.
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H
HDFC FMP-Sr 46-1876D-Mar 2022(Q-IDCW)
Score 48/100 Risky
The stock presents several risks with limited growth potential and inconsistent financial performance, making it a risky investment.
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Business Overview

Sundaram LT Micro Cap Tax Adv Fund-Sr VI-(IDCW) is a mutual fund designed for investors seeking long-term capital growth through investments in micro-cap stocks. This fund is ideal for those looking to diversify their portfolio while benefiting from the potential of high-growth companies. It also offers tax benefits under Section 80C, making it a smart choice for tax-saving investments. With a focus on quality and growth, this fund aims to deliver impressive returns over time.

  • Targeted at long-term investors
  • Focus on high-potential micro-cap stocks
  • Offers tax benefits under Section 80C
  • Aims for capital appreciation
  • Diversifies investment portfolio

Investment Thesis

Sundaram LT Micro Cap Tax Adv Fund-Sr VI presents a compelling investment opportunity due to its strong promoter credibility, significant growth potential in digital services, and attractive valuation compared to peers. This fund is well-positioned to capitalize on emerging market trends, making it a smart choice for retail investors seeking long-term gains.

  • Strong promoter group with a proven track record enhances investor confidence.
  • Digital services sector is poised for exponential growth, driving fund performance.
  • Attractive valuation metrics compared to industry peers indicate potential upside.
  • Focus on micro-cap investments allows for high growth opportunities.
  • Well-diversified portfolio mitigates risk while maximizing returns.

Opportunity vs Risk

Opportunities
  • Potential for high long-term returns
  • Exposure to emerging micro-cap stocks
  • Tax benefits under Section 80C
  • Diversification in small-cap segment
  • Experienced fund management team
Risks ⚠️
  • High volatility in micro-cap stocks
  • Market risk during economic downturns
  • Liquidity issues in small-cap investments
  • Regulatory changes affecting fund performance
  • Limited historical performance data

Peer Perspective

Sundaram LT Micro Cap Tax Adv Fund-Sr VI trades at a premium compared to peers like Axis Long Term Equity Fund and Mirae Asset Tax Saver Fund. A rerating could occur with sustained growth acceleration and improved margin stability.
📊 Stock Investment Checklist (100 Points)
Sundaram LT Micro Cap Tax Adv Fund-Sr VI-(IDCW) • Updated: 2025-10-01 22:27:38
  • 10
    Business
    High
    The fund is invested in micro-cap stocks which are in emerging sectors, indicating potential but with high volatility.
  • 10
    Growth
    High
    The fund has shown consistent revenue growth, but profit margins are fluctuating.
  • 10
    Profitability
    High
    ROE and ROCE are below industry averages, indicating lower efficiency.
  • 10
    Valuation
    High
    Valuation metrics are slightly above peers, suggesting overvaluation.
  • 8
    Balance
    High
    The fund maintains a reasonable debt/equity ratio, but liquidity is a concern.
  • 7
    Governance
    High
    Promoter holding is decent, but there are some concerns regarding disclosures.
  • 8
    Drivers
    High
    There are growth catalysts, but execution risks are significant in micro-cap investments.
  • 5
    Technicals
    Good
    Market sentiment is mixed, with low liquidity affecting price action.
Final Score & Verdict
Score 48 / 100 • Risky
The fund presents a risky investment profile due to high volatility in micro-cap stocks and mixed financial indicators.