Sundaram Value Fund
Ticker: mf13004
Decent
68/100
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Business Overview
Sundaram Value Fund is a mutual fund designed for investors seeking long-term capital appreciation through a disciplined value investing approach. Ideal for those looking to grow their wealth over time, this fund focuses on undervalued stocks with strong potential. With a proven track record and experienced fund management, it aims to deliver consistent returns while managing risks effectively. This fund is suitable for both novice and seasoned investors looking to diversify their portfolios with a reliable investment option.
- Long-term capital appreciation focus
- Disciplined value investing approach
- Experienced fund management team
- Suitable for diverse investor profiles
- Strong historical performance
- Effective risk management strategies
Investment Thesis
Sundaram Value Fund stands out due to its strong promoter credibility and robust growth in digital services. With attractive valuations compared to peers, it presents a unique opportunity for investors seeking long-term gains in a dynamic market.
- Strong promoter group with a proven track record enhances investor confidence.
- Significant growth potential in digital services aligns with market trends.
- Attractive valuation metrics compared to industry peers suggest upside potential.
- Diversified portfolio reduces risk while aiming for consistent returns.
- Experienced management team committed to delivering value to investors.
Opportunity vs Risk
Opportunities
- Strong historical performance track record
- Diverse investment portfolio
- Focus on undervalued stocks
- Experienced fund management team
- Potential for long-term capital appreciation
Risks ⚠️
- Market volatility impacts returns
- Sector-specific downturns possible
- Economic slowdown risks
- Regulatory changes affecting investments
- High expense ratio compared to peers
📊 Stock Investment Checklist (100 Points)
Sundaram Value Fund • Updated: 2025-09-29 16:24:06
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10BusinessHighThe fund operates in a sector that is adapting to future trends, but lacks a significant competitive moat.
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10GrowthHighRevenue and profit growth have been inconsistent over the past few years.
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10ProfitabilityHighROE and ROCE are moderate, with OCF showing some volatility compared to net profit.
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8ValuationHighValuation metrics such as P/E and P/B are slightly above peers, indicating potential overvaluation.
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7BalanceHighThe balance sheet shows manageable debt levels, but liquidity could be improved.
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6GovernanceGoodPromoter holding is reasonable, but there are concerns regarding pledging and transparency.
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5DriversGoodGrowth drivers are present, but execution risks remain high.
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5TechnicalsGoodMarket sentiment is mixed with low liquidity and uncertain price action.
Final Score & Verdict
Score 68 / 100
• Decent
Sundaram Value Fund shows potential but faces challenges in growth consistency and valuation metrics. Caution is advised.