TRUSTMF Small Cap Fund(IDCW)

Ticker: mf15979
Decent 68/100

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Business Overview

TRUSTMF Small Cap Fund (IDCW) is designed for investors seeking long-term capital appreciation through a diversified portfolio of small-cap stocks. Ideal for those with a higher risk appetite, this fund aims to capture the growth potential of emerging companies in India. With a focus on quality and performance, it offers a strategic entry into the dynamic small-cap segment, making it a valuable addition to your investment portfolio.

  • Targeted for long-term capital growth
  • Focuses on high-potential small-cap stocks
  • Ideal for risk-tolerant investors
  • Diversified portfolio to mitigate risks
  • Managed by experienced professionals
  • Aligns with India's growth story

Opportunity vs Risk

Opportunities
  • High growth potential in small caps
  • Diversification benefits for portfolios
  • Rising interest in small cap funds
  • Strong historical performance
  • Tax benefits on long-term investments
Risks ⚠️
  • Market volatility affecting small caps
  • Higher management fees
  • Liquidity concerns during downturns
  • Regulatory changes impacting funds
  • Limited research coverage on small caps
📊 Stock Investment Checklist (100 Points)
TRUSTMF Small Cap Fund(IDCW) • Updated: 2025-10-01 07:34:10
  • 10
    Business
    High
    The small-cap sector shows potential but faces volatility.
  • 10
    Growth
    High
    Consistent revenue growth observed, but profit margins are fluctuating.
  • 10
    Profitability
    High
    ROE and ROCE are decent, but cash flow is inconsistent.
  • 8
    Valuation
    High
    Valuation metrics are higher than peers, indicating potential overvaluation.
  • 7
    Balance
    High
    Moderate debt levels, but liquidity is a concern.
  • 6
    Governance
    Good
    Promoter holding is stable, but some pledging exists.
  • 5
    Drivers
    Good
    Growth catalysts are present, but execution risks are high.
  • 5
    Technicals
    Good
    Market sentiment is mixed with low liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The TRUSTMF Small Cap Fund shows decent potential with growth opportunities, but risks related to volatility and execution should be carefully considered.