Aditya Birla SL Dividend Yield Fund(IDCW-Reinv)
Ticker: mf15764
Decent
68/100
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A
Aditya Birla SL Dividend Yield Fund(IDCW)
The fund shows decent potential but has several risks that need to be monitored closely.
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S
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LIC MF Large Cap Fund(IDCW)
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Bandhan Bond Fund - Medium Term Plan(P-IDCW)Exch Reinve
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Bandhan Bond Fund - Medium Term Plan(P-IDCW)
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Bandhan Bond Fund - Medium Term Plan(Q-IDCW)
The Bandhan Bond Fund - Medium Term Plan presents several risks with limited growth potential and profitability concerns, making it a risky investment.
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B
Bandhan Bond Fund - Medium Term Plan(BM-IDCW)
The fund shows potential but carries significant risks due to inconsistent performance and valuation concerns.
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B
Bandhan Bond Fund - Medium Term Plan(FN-IDCW)
The fund shows decent potential with moderate risks, but investors should be cautious about execution and liquidity issues.
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B
Bandhan Bond Fund - Medium Term Plan(DD-IDCW)
The fund shows potential but has several areas of concern that need to be addressed for better performance.
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B
Bandhan Bond Fund - Medium Term Plan(M-IDCW)
The Bandhan Bond Fund - Medium Term Plan shows decent potential but faces challenges in growth consistency and governance transparency.
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B
Bandhan Bond Fund - Medium Term Plan(BM-IDCW Reinv)
The fund shows decent potential but faces challenges in profitability and governance, warranting cautious investment.
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Bandhan Bond Fund - Medium Term Plan(M-IDCW Reinv)
The fund shows potential but faces challenges in growth consistency and profitability metrics.
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U
UTI Floater Fund(H-IDCW)
The UTI Floater Fund shows decent potential but faces challenges in profitability and valuation metrics. Caution is advised.
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UTI Floater Fund(F-IDCW)
The UTI Floater Fund shows potential but faces challenges in growth consistency and market sentiment.
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U
UTI Floater Fund(A-IDCW)
The UTI Floater Fund shows decent fundamentals but faces challenges in profitability and valuation. Investors should be cautious.
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U
UTI Floater Fund(Q-IDCW)
The UTI Floater Fund shows moderate potential with some strengths in growth and profitability, but faces challenges in governance and market sentiment.
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Business Overview
The Aditya Birla SL Dividend Yield Fund is designed for investors seeking regular income through dividends while benefiting from potential capital appreciation. This fund is ideal for conservative investors looking to balance their portfolio with stable dividend-paying stocks. It focuses on high-quality companies with a strong track record of dividend payments, making it a reliable choice for long-term wealth creation. With a disciplined investment approach, this fund aims to provide consistent returns, catering to the needs of income-focused investors in the Indian market.
- Targeted at conservative investors
- Focus on high-quality dividend-paying stocks
- Potential for capital appreciation
- Disciplined investment approach
- Aims for consistent returns
- Ideal for long-term wealth creation
Investment Thesis
Aditya Birla SL Dividend Yield Fund stands out due to its strong promoter group, ensuring credibility and stability. The fund is well-positioned to capitalize on the growing digital services sector, offering a significant growth runway. Additionally, its attractive valuation compared to peers makes it a compelling investment option for retail investors seeking consistent returns.
- Strong backing from the Aditya Birla Group enhances trust and stability.
- Significant growth potential in digital services sector supports future returns.
- Attractive valuation relative to peers presents a unique buying opportunity.
- Focus on dividend yield provides a steady income stream for investors.
- Proven track record of performance reinforces investor confidence.
Opportunity vs Risk
Opportunities
- Consistent dividend payouts
- Strong fund management
- Diverse investment portfolio
- Potential for capital appreciation
Risks ⚠️
- Market volatility impact
- Interest rate fluctuations
- Economic downturn risks
- Management fee costs
Peer Perspective
Aditya Birla SL Dividend Yield Fund trades at a slight premium compared to peers like HDFC Dividend Yield Fund and ICICI Prudential Dividend Yield Fund; a rerating could occur with improved margin stability and consistent dividend growth.
📊 Stock Investment Checklist (100 Points)
Aditya Birla SL Dividend Yield Fund(IDCW-Reinv) • Updated: 2025-10-01 04:53:11
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10BusinessHighThe fund is positioned 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, indicating strong profitability.
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8ValuationHighValuation metrics are reasonable compared to peers, but some concerns exist.
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7BalanceHighThe balance sheet shows manageable debt levels and good liquidity.
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6GovernanceGoodPromoter holding is stable, but there are minor concerns regarding disclosures.
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5DriversGoodGrowth drivers are present, but execution risks remain a concern.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The fund shows decent potential with a balanced approach to growth and profitability, but investors should remain cautious of execution risks.