Aditya Birla SL Aggressive Hybrid Omni FOF(IDCW Payout)

Ticker: mf17662
Decent 66/100

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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

Opportunities
  • Diversified investment across multiple assets
  • Potential for higher returns
  • Professional fund management
  • Tax-efficient growth options
Risks ⚠️
  • 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.
📊 Stock Investment Checklist (100 Points)
Aditya Birla SL Aggressive Hybrid Omni FOF(IDCW Payout) • Updated: 2025-10-01 02:06:01
  • 10
    Business
    High
    The fund operates in a future-ready sector with a diversified portfolio.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed over the past few years.
  • 10
    Profitability
    High
    ROE and ROCE are above industry averages, but OCF is slightly lower than net profit.
  • 8
    Valuation
    High
    Valuation metrics are reasonable compared to peers, but not compelling.
  • 7
    Balance
    High
    Debt levels are manageable, with adequate liquidity.
  • 6
    Governance
    Good
    Promoter holding is strong, but some concerns regarding pledging.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 66 / 100 • Decent
The fund shows decent potential with consistent growth and manageable risks, but investors should be cautious of execution challenges.