Sundaram Z Score

0P0000XVNZ -  India Fund  

INR 27.34  0.14  0.51%

Altman Z Score is one of the simplest fundamental models to determine how likely your company is to fail. The module uses available fundamental data of a given equity to approximate the Altman Z score. Altman Z Score is determined by evaluating five fundamental price points available from the company's current public disclosure documents. Please continue to Sundaram Small Piotroski F Score and Portfolio Optimization analysis.

Sundaram Z Score 

 
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Sundaram Z Score Analysis

Sundaram Small's Z-Score is a simple linear, multi-factor model that measures the financial health and economic stability of a company. The score is used to predict the probability of a firm going into bankruptcy within next 24 months or two fiscal years from the day stated on the accounting statements used to calculate it. The model uses five fundamental business ratios that are weighted according to algorithm of Professor Edward Altman who developed it in the late 1960s at New York University..
Z Score 
 = 
Sum Of  
 
5 Factors 
More About Z Score | All Equity Analysis
First Factor
 = 
1.2 * (
Working Capital
/
Total Assets )
Second Factor
 = 
1.4 * (
Retained Earnings
/
Total Assets )
Thrid Factor
 = 
3.3 * (
EBITAD
/
Total Assets )
Fouth Factor
 = 
0.6 * (
Market Value of Equity
/
Total Liabilities )
Fifth Factor
 = 
0.99 * (
Revenue
/
Total Assets )
To calculate Z-Score one would need to know current working capital of the company, its total assets, and liabilities, amount of latest retained earnings as well as earnings before interest and tax. Z-Score can be used to compare the odds of bankruptcy of companies in a similar line of business or firms operating in the same industry. Companies with Z-Scores above 3.1 are generally considered to be stable and healthy with a low probability of bankruptcy. Scores that fall between 1.8 and 3.1 lie in a so-called 'grey area' with scores of less than 1, indicating the high probability of distress. Z Score is used widely by financial auditors, accountants, money managers, loan processers, wealth advisers, as well as day traders. In the last 25 years, many financial models that utilize z score has been proved to be successful as a predictor of corporate bankruptcy.
Compare to competition
In accordance with the company's disclosures, Sundaram Small Cap has a Z Score of 0.0. This indicator is about the same for the Category average (which is currently at 0.0) family and about the same as Family (which currently averages 0.0) category. This indicator is about the same for all India funds average (which is currently at 0.0).

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Fund Asset Allocation for Sundaram Small

The fund consists of 97.63% investments in stocks, with the rest of investments allocated between different money market instruments.
 Value 
      Instrument Type 

Sundaram Fundamentals

About Sundaram Small Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Sundaram Small Cap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Sundaram Small using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Sundaram Small Cap based on its fundamental data. In general, a quantitative approach, as applied to this fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
The objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as small-cap stocks. Sundaram Small is traded on Bombay Stock Exchange in India.

Sundaram Small Investors Sentiment

The influence of Sundaram Small's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Sundaram. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock markets does not have a solid backing from leading economists and market statisticians.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Sundaram Small in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Sundaram Small's short interest history, or implied volatility extrapolated from Sundaram Small options trading.

Current Sentiment - 0P0000XVNZ

Sundaram Small Cap Investor Sentiment

Macroaxis portfolio users are unresponsive in their sentiment towards investing in Sundaram Small Cap. What is your outlook on investing in Sundaram Small Cap? Are you bullish or bearish?
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Please continue to Sundaram Small Piotroski F Score and Portfolio Optimization analysis. Note that the Sundaram Small Cap information on this page should be used as a complementary analysis to other Sundaram Small's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Portfolio Rebalancing module to analyze risk-adjusted returns against different time horizons to find asset-allocation targets.

Other Tools for Sundaram Fund

When running Sundaram Small Cap price analysis, check to measure Sundaram Small's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Sundaram Small is operating at the current time. Most of Sundaram Small's value examination focuses on studying past and present price action to predict the probability of Sundaram Small's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Sundaram Small's price. Additionally, you may evaluate how the addition of Sundaram Small to your portfolios can decrease your overall portfolio volatility.
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