Aditya Birla SL Aggressive Hybrid Omni FOF(IDCW Payout)
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Business Overview
The Aditya Birla SL Aggressive Hybrid Omni Fund of Funds (IDCW Payout) is designed for investors seeking capital appreciation with a moderate risk profile. This fund invests in a mix of equity and debt instruments, making it suitable for those looking to balance growth and stability in their investment portfolio. With a focus on long-term wealth creation, it aims to provide consistent returns while managing risk effectively. Ideal for both new and seasoned investors, this fund offers a strategic approach to wealth accumulation.
- Balanced exposure to equity and debt
- Designed for moderate risk tolerance
- Focus on long-term capital appreciation
- Ideal for both new and experienced investors
- Offers regular income through IDCW payouts
- Managed by experienced professionals
Investment Thesis
Aditya Birla SL Aggressive Hybrid Omni FOF stands out due to its strong promoter credibility, robust digital services growth potential, and attractive valuation compared to peers. This fund offers a balanced approach to equity and debt, making it a compelling choice for investors seeking stability and growth.
- Strong backing from the Aditya Birla Group, enhancing trust and reliability.
- Significant growth potential in digital services, tapping into evolving market trends.
- Attractive valuation metrics compared to industry peers, indicating potential upside.
- Balanced hybrid strategy provides risk mitigation while targeting capital appreciation.
- Consistent track record of performance, appealing to long-term retail investors.
Opportunity vs Risk
- Diversified investment across multiple assets
- Potential for higher returns
- Professional fund management
- Tax-efficient growth options
- Market volatility impacts returns
- Interest rate fluctuations
- Management fees reduce profits
- Limited liquidity in some assets
Peer Perspective
Aditya Birla SL Aggressive Hybrid Omni FOF trades at a slight premium compared to peers like HDFC Hybrid Fund and ICICI Prudential Hybrid Fund. A rerating could occur with improved margin stability and consistent growth in returns.
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10BusinessHighThe fund operates in a future-ready sector with a diversified portfolio.
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10GrowthHighConsistent revenue and profit growth observed over the past few years.
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10ProfitabilityHighROE and ROCE are above industry averages, but OCF is slightly lower than net profit.
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8ValuationHighValuation metrics are reasonable compared to peers, but not compelling.
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7BalanceHighDebt levels are manageable, with adequate liquidity.
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6GovernanceGoodPromoter holding is strong, but some concerns regarding pledging.
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5DriversGoodGrowth drivers are present, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.