Aditya Birla SL Long Duration Fund(IDCW)

Ticker: mf17123
Decent 68/100

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Business Overview

The Aditya Birla SL Long Duration Fund (IDCW) is a premier investment option designed for investors seeking long-term capital appreciation through fixed income securities. Ideal for conservative investors, this fund focuses on generating stable returns over extended periods while managing interest rate risks. With a robust management team and a strategic investment approach, it stands out in the market. This fund is particularly suitable for those looking to enhance their portfolio with a reliable income stream.

  • Long-term capital appreciation
  • Focus on fixed income securities
  • Ideal for conservative investors
  • Expert fund management
  • Stability in volatile markets

Investment Thesis

Aditya Birla SL Long Duration Fund stands out due to its strong promoter backing, significant growth potential in digital services, and attractive valuations compared to peers. This combination positions the fund as a compelling investment opportunity for retail investors seeking stability and growth.

  • Backed by the reputable Aditya Birla Group, ensuring credibility and trust.
  • Digital services are on an upward trajectory, providing a robust growth runway.
  • Valuations are appealing compared to industry peers, enhancing investment attractiveness.
  • Focus on long-duration assets can lead to better risk-adjusted returns.
  • Strong track record in fund management adds to investor confidence.

Peer Perspective

Aditya Birla SL Long Duration Fund trades at a premium compared to peers like HDFC Long Duration Fund and ICICI Prudential Long Duration Fund. A rerating may occur if it achieves consistent margin stability and improved yield performance.
📊 Stock Investment Checklist (100 Points)
Aditya Birla SL Long Duration Fund(IDCW) • Updated: 2025-10-01 02:11:50
  • 10
    Business
    High
    The fund operates in a stable sector but lacks a clear competitive moat.
  • 10
    Growth
    High
    Consistent revenue growth observed, but profit margins are volatile.
  • 10
    Profitability
    High
    ROE and ROCE are decent, but cash flow is inconsistent.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers, indicating potential overvaluation.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 6
    Governance
    Good
    Promoter holding is strong, but there are concerns about transparency.
  • 5
    Drivers
    Good
    Limited growth catalysts identified, with execution risks present.
  • 5
    Technicals
    Good
    Market sentiment is neutral, with low liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The fund shows decent potential but carries some risks that need to be monitored closely.