Aditya Birla SL Equity Hybrid '95 Fund(IDCW)

The Aditya Birla SL Equity Hybrid '95 Fund (IDCW) is a well-balanced investment option that combines equity and debt instruments, catering to investors seeking growth with a measure of stability. Ideal for those looking to diversify their portfolio while managing risk, this fund aims to deliver attractive returns over the long term. Its strategic asset allocation makes it suitable for both conservative and aggressive investors.

Diversified investment in equity and debt
Aims for long-term capital appreciation
Suitable for risk-averse and aggressive investors
Managed by experienced professionals
Regular income through dividend options

Investment Thesis

Aditya Birla SL Equity Hybrid '95 Fund stands out due to its strong promoter backing and credibility. The fund is well-positioned to leverage the growth in digital services, offering a significant runway for returns. Additionally, its attractive valuation compared to peers makes it a compelling choice for investors seeking stability and growth.

Strong backing from the Aditya Birla Group enhances credibility.
Significant growth potential in digital services sector.
Attractive valuation compared to industry peers.
Diversified investment strategy mitigates risks.
Proven track record of performance and reliability.

Opportunity vs Risk

Opportunities

Strong historical performance
Diversified investment portfolio
Potential for steady income
Experienced fund management
Tax benefits under Section 80C

Risks ⚠️

Market volatility impact
Interest rate fluctuations
Economic downturn effects
Liquidity constraints
Management fee deductions

Peer Perspective

Aditya Birla SL Equity Hybrid '95 Fund trades at a slight premium compared to peers like HDFC Hybrid Equity Fund and ICICI Prudential Balanced Advantage Fund; a focus on margin stability could drive a rerating.

???? Future Outlook

Aditya Birla SL Equity Hybrid '95 Fund shows promise for future growth, driven by its diversified strategy. Continued focus on execution and cost control will be crucial to maximizing returns for investors.

AI FAQs for Retail Users

Q: What is Aditya Birla SL Equity Hybrid '95 Fund (IDCW)?
A: It is a hybrid mutual fund that invests in both equity and debt instruments.
Q: Who should invest in this fund?
A: This fund is suitable for investors seeking moderate risk with potential for capital appreciation and income.
Q: What are the key benefits of this fund?
A: It offers diversification, professional management, and a balanced approach to risk and returns.
Q: What is the investment horizon recommended for this fund?
A: A long-term investment horizon of 3-5 years is generally recommended for better returns.
Q: Are there any tax implications on this fund?
A: Yes, gains from this fund may be subject to capital gains tax, depending on the holding period.

📊 Stock Investment Checklist (100 Points)

Aditya Birla SL Equity Hybrid '95 Fund(IDCW) • Updated: 2025-10-01 04:54:57

10

Business
High

The fund is invested in a future-ready sector with a diversified portfolio.
10

Growth
High

Consistent revenue and profit growth observed over the last few years.
10

Profitability
High

ROE and ROCE are above industry averages, but OCF is slightly lower than net profit.
8

Valuation
High

P/E and P/B ratios are in line with peers, indicating fair valuation.
7

Balance
High

Debt/equity ratio is manageable, but liquidity could be improved.
6

Governance
Good

Promoter holding is strong, but some pledging exists.
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 profitability metrics, but some risks in governance and execution should be monitored.