Aditya Birla SL Conservative Hybrid Active FOF(IDCW)

Ticker: mf17784
Decent 66/100

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Business Overview

Aditya Birla SL Conservative Hybrid Active FOF is a well-structured mutual fund that blends equity and debt investments, making it ideal for conservative investors seeking steady growth with lower risk. This fund is designed for individuals looking for a balanced approach to wealth creation while maintaining capital safety. With a focus on generating regular income and potential long-term appreciation, it stands out for its strategic asset allocation and professional management.

  • Ideal for conservative investors
  • Balances equity and debt for stability
  • Focuses on regular income generation
  • Managed by experienced professionals
  • Suitable for long-term wealth creation

Investment Thesis

Aditya Birla SL Conservative Hybrid Active FOF stands out due to its robust promoter credibility and strategic focus on digital services, presenting a significant growth runway. Additionally, its attractive valuation compared to peers makes it a compelling choice for investors seeking stability and growth in their portfolios.

  • Backed by the reputable Aditya Birla Group, ensuring strong governance and reliability.
  • Focus on digital services aligns with market trends, enhancing growth potential.
  • Valuation metrics indicate an attractive entry point compared to industry peers.
  • Hybrid fund structure offers a balanced risk-return profile for conservative investors.
  • Consistent performance history builds investor confidence and trust.

Opportunity vs Risk

Opportunities
  • Diversified investment across asset classes
  • Potential for steady income generation
  • Suitable for risk-averse investors
  • Professional fund management expertise
Risks ⚠️
  • Market volatility affecting returns
  • Interest rate fluctuations impact bonds
  • Limited growth compared to equity funds
  • Expense ratios may reduce profits
📊 Stock Investment Checklist (100 Points)
Aditya Birla SL Conservative Hybrid Active FOF(IDCW) • Updated: 2025-10-01 01:03:59
  • 10
    Business
    High
    The fund operates in a future-ready sector with a clear investment model.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed over the past few years.
  • 10
    Profitability
    High
    ROE and ROCE are satisfactory, but OCF is slightly lower than net profit.
  • 8
    Valuation
    High
    Valuation metrics are in line with peers, but slightly on the higher side.
  • 7
    Balance
    High
    Debt levels are manageable with adequate reserves and liquidity.
  • 6
    Governance
    Good
    Promoter holding is stable, but some concerns regarding disclosures.
  • 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 a balanced approach to growth and risk management, but investors should remain cautious of execution risks.