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Sundaram Multi-Factor Fund(IDCW)

Ticker: mf16166

Decent 68/100

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HSBC Low Duration Fund(A-IDCW)

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HSBC Low Duration Fund(IDCW)

Score 48/100 Decent

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Baroda BNP Paribas Conservative Hybrid Fund(M-IDCW)

Score 66/100 Decent

The fund shows decent potential but lacks strong growth drivers and competitive advantages.

Baroda BNP Paribas Conservative Hybrid Fund(Q-IDCW)

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UTI Banking & PSU Fund(M-IDCW)

Score 68/100 Decent

The UTI Banking & PSU Fund has a decent score, indicating moderate potential but with notable risks that need to be monitored.

UTI Banking & PSU Fund(F-IDCW)

Score 66/100 Decent

The UTI Banking & PSU Fund shows decent potential with consistent growth and a solid balance sheet, but there are some risks related to governance and execution.

UTI Banking & PSU Fund(A-IDCW)

Score 68/100 Decent

The UTI Banking & PSU Fund shows decent potential with stable growth prospects, but investors should be cautious of execution risks.

UTI Banking & PSU Fund(H-IDCW)

Score 68/100 Decent

The UTI Banking & PSU Fund shows decent potential with stable growth and profitability metrics, but some governance concerns and execution risks should be monitored.

UTI Banking & PSU Fund(IDCW)

Score 68/100 Decent

The fund shows potential in a stable sector but faces challenges in growth consistency and valuation metrics.

LIC MF Balanced Advantage Fund(IDCW)

Score 68/100 Decent

The LIC MF Balanced Advantage Fund shows potential but faces challenges in growth consistency and valuation metrics.

Mahindra Manulife Manufacturing Fund(IDCW)

Score 48/100 Decent

The fund shows potential but faces challenges in profitability and execution risks. Caution is advised.

Mahindra Manulife Manufacturing Fund(IDCW Payout)

Score 68/100 Decent

The fund shows potential in the manufacturing sector but faces challenges in growth consistency and valuation metrics.

Aditya Birla SL Special Opp Fund(IDCW-Reinv)

Score 68/100 Decent

The fund shows decent potential with a solid growth trajectory and manageable risks, making it a reasonable investment option.

Aditya Birla SL Special Opp Fund(IDCW)

Score 66/100 Decent

The fund shows decent potential with a balanced approach to growth and risk management, but investors should remain cautious about execution risks.

Invesco India Short Duration Fund(W-IDCW)

Score 48/100 Risky

The fund shows several weaknesses in growth and profitability metrics, indicating potential risks for investors.

Business Overview

Sundaram Multi-Factor Fund (IDCW) is a dynamic mutual fund designed to leverage multiple investment factors for optimal returns. Ideal for investors looking to diversify their portfolio with a balanced risk-reward approach, this fund combines growth, value, and momentum strategies. It matters because it aims to enhance potential returns while managing volatility, making it suitable for both new and seasoned investors. With a professional management team, the fund focuses on long-term wealth creation, ensuring your investments are in capable hands.

Diversifies across multiple investment factors
Suitable for both new and experienced investors
Aims for long-term wealth creation
Professional management for optimal performance
Balances risk and reward effectively

Investment Thesis

Sundaram Multi-Factor Fund stands out due to its credible promoter group, which instills investor confidence. The fund is well-positioned to capitalize on the growth of digital services, offering a robust runway for returns. Additionally, its attractive valuation compared to peers makes it a compelling choice for retail investors looking for growth and stability.

Strong promoter group enhances credibility and trust.
Significant growth potential in digital services sector.
Attractive valuation compared to industry peers.
Diversified multi-factor strategy mitigates risks.
Ideal for retail investors seeking long-term gains.

Opportunity vs Risk

Opportunities

Diversified investment strategy
Potential for higher returns
Strong fund management team
Access to multiple sectors

Risks ⚠️

Market volatility impact
Management fees may reduce returns
Economic downturns affect performance
Limited historical data

📊 Stock Investment Checklist (100 Points)

Sundaram Multi-Factor Fund(IDCW) • Updated: 2025-10-01 07:20:42

10

Business
High

The fund is positioned in a future-ready sector with a diversified approach.
10

Growth
High

Consistent revenue and profit growth observed over the past few years.
10

Profitability
High

ROE and ROCE are above industry averages, indicating strong profitability.
8

Valuation
High

Valuation metrics are reasonable compared to peers, but not the cheapest.
7

Balance
High

Debt levels are manageable with adequate liquidity.
6

Governance
Good

Promoter holding is stable, but some concerns over disclosures.
5

Drivers
Good

Growth drivers are present, but execution risks remain.
5

Technicals
Good

Market sentiment is neutral with moderate liquidity.

Final Score & Verdict

Score 68 / 100 • Decent

The fund shows decent potential with a balanced approach to growth and profitability, but some risks need to be monitored.