Sundaram Value Fund(IDCW)
Ticker: mf15762
Decent
56/100
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A
Aditya Birla SL Dividend Yield Fund(IDCW-Reinv)
The fund shows decent potential with a balanced approach to growth and profitability, but investors should remain cautious of execution risks.
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A
Aditya Birla SL Dividend Yield Fund(IDCW)
The fund shows decent potential but has several risks that need to be monitored closely.
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S
Sundaram Fin Serv Opp Fund(IDCW)
The fund shows potential with decent growth prospects, but faces challenges in profitability and valuation metrics.
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L
LIC MF Large Cap Fund(IDCW)
The LIC MF Large Cap Fund shows decent potential for growth with stable fundamentals, but investors should be cautious of market volatility and execution risks.
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B
Bandhan Bond Fund - Medium Term Plan(P-IDCW)Exch Reinve
The fund shows potential but is hindered by inconsistent growth and governance concerns.
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B
Bandhan Bond Fund - Medium Term Plan(P-IDCW)
The fund shows potential for moderate returns, but investors should be cautious of execution risks and market sentiment.
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B
Bandhan Bond Fund - Medium Term Plan(Q-IDCW)
The Bandhan Bond Fund - Medium Term Plan presents several risks with limited growth potential and profitability concerns, making it a risky investment.
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B
Bandhan Bond Fund - Medium Term Plan(BM-IDCW)
The fund shows potential but carries significant risks due to inconsistent performance and valuation concerns.
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B
Bandhan Bond Fund - Medium Term Plan(FN-IDCW)
The fund shows decent potential with moderate risks, but investors should be cautious about execution and liquidity issues.
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B
Bandhan Bond Fund - Medium Term Plan(DD-IDCW)
The fund shows potential but has several areas of concern that need to be addressed for better performance.
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B
Bandhan Bond Fund - Medium Term Plan(M-IDCW)
The Bandhan Bond Fund - Medium Term Plan shows decent potential but faces challenges in growth consistency and governance transparency.
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B
Bandhan Bond Fund - Medium Term Plan(BM-IDCW Reinv)
The fund shows decent potential but faces challenges in profitability and governance, warranting cautious investment.
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B
Bandhan Bond Fund - Medium Term Plan(M-IDCW Reinv)
The fund shows potential but faces challenges in growth consistency and profitability metrics.
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U
UTI Floater Fund(H-IDCW)
The UTI Floater Fund shows decent potential but faces challenges in profitability and valuation metrics. Caution is advised.
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U
UTI Floater Fund(F-IDCW)
The UTI Floater Fund shows potential but faces challenges in growth consistency and market sentiment.
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U
UTI Floater Fund(A-IDCW)
The UTI Floater Fund shows decent fundamentals but faces challenges in profitability and valuation. Investors should be cautious.
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Business Overview
Sundaram Value Fund (IDCW) is a dynamic mutual fund designed for investors seeking long-term capital appreciation through a value investing approach. This fund is ideal for those looking to invest in undervalued stocks with strong growth potential. It matters because it offers a disciplined investment strategy, focusing on fundamentally strong companies, ensuring a balanced risk-reward profile. With experienced fund management, it aims to deliver consistent returns over time.
- Focuses on undervalued stocks
- Ideal for long-term investors
- Disciplined value investing approach
- Experienced fund management team
- Aims for consistent capital appreciation
Investment Thesis
Sundaram Value Fund (IDCW) presents a compelling investment opportunity, backed by a strong promoter group known for credibility and long-term performance. The fund is well-positioned to capitalize on the growth of digital services, offering a significant runway for returns. Additionally, its attractive valuation compared to peers makes it a prudent choice for retail investors seeking value.
- Strong promoter group with a proven track record in fund management.
- Significant growth potential in digital services sector.
- Attractive valuation metrics compared to industry peers.
- Focus on long-term capital appreciation for investors.
- Robust risk management strategies to safeguard investments.
Opportunity vs Risk
Opportunities
- Strong historical performance
- Diversified investment portfolio
- Experienced fund management team
- Focus on undervalued stocks
Risks ⚠️
- Market volatility impact
- High expense ratio
- Potential liquidity issues
- Economic downturn effects
📊 Stock Investment Checklist (100 Points)
Sundaram Value Fund(IDCW) • Updated: 2025-10-01 07:21:51
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10BusinessHighThe fund operates in a sector that is adapting to future trends, but lacks a strong competitive moat.
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10GrowthHighRevenue and profit growth have shown consistency over the past few years.
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10ProfitabilityHighROE and ROCE are decent, but cash flow is not consistently higher than net profit.
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8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
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7BalanceHighThe balance sheet shows moderate debt levels and adequate liquidity.
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6GovernanceGoodPromoter holding is stable, but there are some concerns regarding pledging.
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5DriversGoodGrowth drivers are present, but execution risks remain significant.
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5TechnicalsGoodMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 56 / 100
• Decent
The Sundaram Value Fund shows decent potential with consistent growth, but faces challenges in valuation and execution risks.