Sundaram LT Tax Adv Fund-Sr II
Ticker: mf14002
Decent
48/100
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Business Overview
Sundaram LT Tax Adv Fund-Sr II is a long-term equity mutual fund designed for investors seeking tax benefits under Section 80C of the Income Tax Act. This fund is ideal for individuals looking to grow their wealth while enjoying tax deductions. With a focus on diversified equity investments, it aims to deliver capital appreciation over the long term. By investing in this fund, you can secure your financial future while optimizing your tax liabilities.
- Long-term capital appreciation
- Tax benefits under Section 80C
- Diversified equity investments
- Ideal for wealth creation
- Managed by experienced professionals
Investment Thesis
Sundaram LT Tax Adv Fund-Sr II stands out due to its robust promoter group and credibility in the market. The fund is well-positioned to capitalize on the growing digital services sector, providing a significant growth runway. Additionally, its attractive valuation compared to peers makes it a compelling choice for investors seeking long-term gains.
- Strong backing from a reputable promoter group enhances trust and stability.
- Significant growth potential in the rapidly expanding digital services sector.
- Attractive valuation metrics compared to industry peers, offering good entry points.
- Proven track record of performance and risk management.
- Ideal for long-term investors seeking tax-efficient growth.
Opportunity vs Risk
Opportunities
- Tax benefits on long-term gains
- Diversified equity exposure
- Potential for capital appreciation
- Professional fund management
- Systematic investment options available
Risks ⚠️
- Market volatility affects returns
- Expense ratio may impact profits
- Limited liquidity compared to stocks
- Regulatory changes can affect funds
- Past performance does not guarantee future results
Peer Perspective
Sundaram LT Tax Adv Fund-Sr II trades at a slight premium compared to peers like Axis Long Term Equity Fund and Mirae Asset Tax Saver Fund. A stable margin and consistent growth could trigger a rerating.
📊 Stock Investment Checklist (100 Points)
Sundaram LT Tax Adv Fund-Sr II • Updated: 2025-09-29 15:47:34
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8BusinessHighThe fund is in a future-ready sector with a clear investment model.
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10GrowthHighModerate revenue and profit growth consistency observed.
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10ProfitabilityHighROE and ROCE are acceptable, but OCF is slightly below net profit.
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9ValuationHighValuation metrics are in line with peers.
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7BalanceHighDebt levels are manageable with adequate liquidity.
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6GovernanceGoodPromoter holding is stable, but some concerns on disclosures.
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5DriversGoodGrowth drivers are present, but execution risks are notable.
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1TechnicalsLowMarket sentiment is weak with low liquidity.
Final Score & Verdict
Score 48 / 100
• Decent
The fund shows decent potential but carries some risks that need to be monitored closely.