Aditya Birla SL Long Duration Fund(IDCW Reinvest)

Ticker: mf17122
Decent 56/100

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Business Overview

The Aditya Birla SL Long Duration Fund is designed for investors seeking to benefit from long-term capital appreciation through a diversified portfolio of fixed-income securities. Ideal for those with a moderate to high-risk appetite, this fund focuses on generating stable returns over an extended period. With a strong track record and experienced fund management, it aims to navigate market fluctuations effectively. This fund is an excellent choice for investors looking to balance risk and reward in their investment strategy.

  • Long-term capital appreciation focus
  • Diversified portfolio of fixed-income securities
  • Managed by experienced professionals
  • Suitable for moderate to high-risk investors
  • Aims for stability amidst market fluctuations

Investment Thesis

Aditya Birla SL Long Duration Fund stands out due to its strong promoter credibility, robust growth in digital services, and attractive valuation compared to peers. This fund is well-positioned to capitalize on long-term growth opportunities in the Indian market.

  • Backed by the reputable Aditya Birla Group, ensuring reliability and trust.
  • Significant growth potential in digital services, catering to evolving consumer needs.
  • Attractive valuation metrics compared to industry peers, presenting a compelling investment opportunity.
  • Focus on long-duration assets aligns with the current interest rate environment.
  • Strong historical performance enhances investor confidence in fund management.

Peer Perspective

Aditya Birla SL Long Duration Fund trades at a slight premium compared to peers like HDFC Long Duration Fund and ICICI Prudential Long Duration Fund; a sustained improvement in yield stability could trigger a rerating.
📊 Stock Investment Checklist (100 Points)
Aditya Birla SL Long Duration Fund(IDCW Reinvest) • Updated: 2025-10-01 02:11:42
  • 10
    Business
    High
    The fund operates in a sector that is adapting to changing economic conditions, but lacks a strong competitive moat.
  • 10
    Growth
    High
    Revenue and profit growth have been inconsistent, with fluctuations in performance.
  • 10
    Profitability
    High
    ROE and ROCE are moderate, but cash flow has been volatile compared to net profit.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers, indicating potential overvaluation.
  • 7
    Balance
    High
    The balance sheet shows manageable debt levels, but liquidity could be improved.
  • 6
    Governance
    Good
    Promoter holding is stable, but there are concerns regarding transparency in disclosures.
  • 5
    Drivers
    Good
    Growth drivers are present but execution risks are significant due to market volatility.
  • 5
    Technicals
    Good
    Market sentiment is cautious, with low liquidity affecting price action.
Final Score & Verdict
Score 56 / 100 • Decent
The fund shows potential but is hindered by inconsistent growth and valuation concerns. Caution is advised for new investors.