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Sundaram LT Tax Adv Fund-Sr II-(IDCW)

Ticker: mf17798
Decent 66/100

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D
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D
DSP Nifty Healthcare Index Fund(IDCW)
Score 66/100 Decent
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G
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Score 75/100 Decent
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Aditya Birla SL CRISIL IBX Gilt June 2027 Index Fund(IDCW)
Score 50/100 Decent
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Score 68/100 Decent
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D
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Score 66/100 Decent
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T
Taurus Banking & Fin Serv Fund(IDCW Reinvest)
No score
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Taurus Banking & Fin Serv Fund(IDCW)
No score
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N
Nippon India Nifty 500 Low Volatility 50 Index Fund(IDCW)
Score 48/100 Decent
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A
Axis CRISIL IBX SDL June 2034 Debt Index Fund(IDCW)
Score 48/100 Decent
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B
Bajaj Finserv Nifty Next 50 Index Fund(IDCW)
Score 66/100 Decent
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Business Overview

Sundaram LT Tax Adv Fund-Sr II-(IDCW) is a long-term equity-oriented mutual fund designed to provide tax benefits under Section 80C of the Income Tax Act. Ideal for investors seeking to grow their wealth while enjoying tax deductions, this fund focuses on capital appreciation through diversified equity investments. With a disciplined investment approach, it aims to deliver consistent returns over the long term, making it a valuable addition to your financial portfolio.

  • Long-term capital growth potential
  • Tax benefits under Section 80C
  • Diversified equity investments
  • Managed by experienced professionals
  • Suitable for tax-conscious investors

Investment Thesis

Sundaram LT Tax Adv Fund-Sr II offers a compelling investment opportunity backed by a strong promoter group with a proven track record. The fund is well-positioned to capitalize on the growth of digital services, presenting a significant runway for returns. Additionally, its attractive valuation compared to peers enhances its appeal for retail investors seeking long-term gains.

  • Strong promoter group with a history of delivering consistent returns.
  • Significant growth potential in the digital services sector.
  • Attractive valuation compared to industry peers, enhancing investment appeal.
  • Focus on long-term wealth creation through tax-efficient investments.
  • Robust fund management strategies aimed at maximizing investor returns.

Opportunity vs Risk

Opportunities
  • Potential for tax-saving benefits
  • Diversified equity exposure
  • Strong fund management team
  • Long-term capital appreciation
  • Growing Indian economy
Risks ⚠️
  • Market volatility impacts returns
  • Regulatory changes in tax laws
  • High expense ratio compared to peers
  • Limited liquidity in certain conditions
  • Sector concentration risk

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 sustained improvement in margin stability could trigger a rerating.
📊 Stock Investment Checklist (100 Points)
Sundaram LT Tax Adv Fund-Sr II-(IDCW) • Updated: 2025-10-01 15:34:38
  • 10
    Business
    High
    The fund is positioned in a future-ready sector with a clear investment model.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed over the past few years.
  • 10
    Profitability
    High
    ROE and ROCE are satisfactory, but OCF is slightly lower than net profit.
  • 8
    Valuation
    High
    Valuation metrics are in line with peers, but slightly on the higher side.
  • 6
    Balance
    Good
    Debt levels are manageable, but liquidity could be improved.
  • 7
    Governance
    High
    Promoter holding is strong with minimal pledging.
  • 5
    Drivers
    Good
    Growth catalysts are present, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 66 / 100 • Decent
The fund shows decent potential with consistent growth and a solid business model, though some risks and valuation concerns exist.