Sundaram Multi Asset Allocation Fund
Ticker: mf12822
Risky
48/100
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Business Overview
Sundaram Multi Asset Allocation Fund is a diversified investment vehicle designed to cater to the needs of investors seeking balanced growth and risk management. This fund strategically allocates assets across equities, debt, and gold, making it ideal for those looking to achieve long-term financial goals with reduced volatility. Its unique approach helps investors navigate market fluctuations while capitalizing on various asset classes. With a professional management team at the helm, this fund stands out for its commitment to delivering consistent returns and enhancing portfolio stability.
- Diversified investment across multiple asset classes
- Ideal for risk-averse investors seeking growth
- Professional management ensures strategic asset allocation
- Helps in mitigating market volatility
- Supports long-term financial goals
- Focus on consistent returns and stability
Investment Thesis
Sundaram Multi Asset Allocation Fund stands out due to its strong promoter credibility, positioning it as a trusted choice for investors. With the digital services sector poised for significant growth, this fund is well-placed to capitalize on emerging opportunities. Additionally, its attractive valuation compared to peers makes it a compelling investment option.
- Backed by a reputable promoter group with a strong track record.
- Significant growth potential in the digital services sector.
- Attractive valuation compared to industry peers enhances investment appeal.
- Diversified asset allocation strategy mitigates risk and enhances returns.
- Consistent performance history builds investor confidence.
Opportunity vs Risk
Opportunities
- Diversified investment across asset classes
- Potential for higher returns
- Long-term growth prospects
- Tax benefits on investments
Risks ⚠️
- Market volatility impact
- Interest rate fluctuations
- Economic downturns
- Liquidity concerns during redemption
Peer Perspective
Sundaram Multi Asset Allocation Fund trades at a slight premium compared to peers like ICICI Prudential Multi Asset and HDFC Multi Asset. A rerating could occur with improved margin stability and consistent growth in AUM.
📊 Stock Investment Checklist (100 Points)
Sundaram Multi Asset Allocation Fund • Updated: 2025-09-29 15:48:28
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10BusinessHighThe fund operates in a diversified sector, but lacks a clear competitive moat.
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10GrowthHighRevenue and profit growth have been inconsistent over recent quarters.
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10ProfitabilityHighROE and ROCE are moderate, with cash flow showing some volatility.
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8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
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6BalanceGoodDebt levels are manageable, but liquidity could be improved.
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7GovernanceHighPromoter holding is stable, but there are concerns about transparency.
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5DriversGoodGrowth drivers are limited, with execution risks present.
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5TechnicalsGoodMarket sentiment is neutral, with low liquidity affecting price action.
Final Score & Verdict
Score 48 / 100
• Risky
The fund shows potential but faces significant risks and inconsistencies in growth and profitability, making it a risky investment at this time.