Sundaram LT Tax Adv Fund-Sr IV-(IDCW)
Ticker: mf17757
Decent
48/100
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B
Bandhan Asset Alloc FoF-Aggr(IDCW)
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Business Overview
Sundaram LT Tax Adv Fund-Sr IV-(IDCW) is a long-term tax-saving mutual fund designed for investors seeking to maximize wealth while benefiting from tax deductions under Section 80C. This fund is ideal for individuals looking to invest for a longer horizon, aiming for capital appreciation alongside tax efficiency. It focuses on equity and equity-related instruments, providing growth potential while managing risk.
- Long-term capital growth potential
- Tax benefits under Section 80C
- Diversified equity exposure
- Managed by experienced professionals
- Ideal for wealth creation and tax savings
Investment Thesis
Sundaram LT Tax Adv Fund-Sr IV-(IDCW) stands out due to its strong promoter credibility, robust growth in digital services, and attractive valuation compared to peers. This fund is well-positioned to capitalize on market opportunities, making it a compelling choice for retail investors seeking long-term wealth creation.
- Backed by a reputable promoter group with a proven track record.
- Significant growth potential in digital services sector.
- Valuation metrics are favorable compared to industry peers.
- Focus on long-term wealth creation through tax-efficient investments.
- Strong historical performance enhances investor confidence.
Opportunity vs Risk
Opportunities
- Potential tax benefits on investments
- Diversification across multiple sectors
- Experienced fund management team
- Long-term capital appreciation potential
Risks ⚠️
- Market volatility affecting returns
- Interest rate fluctuations
- Regulatory changes impacting funds
- Limited liquidity in certain conditions
Peer Perspective
Sundaram LT Tax Adv Fund-Sr IV 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 IV-(IDCW) • Updated: 2025-10-01 15:34:55
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8BusinessHighThe fund operates in a future-ready sector with a clear investment model.
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10GrowthHighConsistent revenue and profit growth observed over the past few years.
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10ProfitabilityHighROE and ROCE are healthy, but OCF is slightly below net profit.
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10ValuationHighValuation metrics are in line with peers, but slightly on the higher side.
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8BalanceHighDebt levels are manageable with good liquidity.
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7GovernanceHighPromoter holding is strong, with minimal pledging.
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5DriversGoodGrowth drivers are present, but execution risks remain.
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3TechnicalsLowMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 48 / 100
• Decent
The fund shows decent potential with consistent growth and manageable risks, but caution is advised due to execution uncertainties.