Aditya Birla SL Medium Term Plan(Q-IDCW)
Ticker: mf15336
Decent
66/100
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Business Overview
The Aditya Birla SL Medium Term Plan (Q-IDCW) is a well-structured mutual fund designed for investors seeking moderate growth with a balanced approach. Ideal for those looking to invest for a medium-term horizon, this plan offers a blend of equity and debt investments to optimize returns while managing risk. It is managed by experienced professionals, ensuring strategic asset allocation and consistent performance. This plan not only aims to grow your wealth but also provides regular income through dividend options, making it a suitable choice for both new and seasoned investors.
- Moderate growth potential for medium-term investors.
- Balanced asset allocation between equity and debt.
- Managed by experienced professionals.
- Offers regular income through dividend options.
- Suitable for both new and seasoned investors.
Investment Thesis
Aditya Birla SL Medium Term Plan stands out due to its strong promoter backing, ensuring credibility and stability. The company is well-positioned to capitalize on the growing digital services sector. Additionally, its attractive valuation compared to peers makes it a compelling investment opportunity for retail investors seeking growth and reliability.
- Strong backing from the Aditya Birla Group enhances trust and stability.
- Significant growth potential in digital services aligns with market trends.
- Attractive valuation compared to industry peers offers a favorable entry point.
- Robust financials and consistent performance bolster investor confidence.
- Diverse portfolio mitigates risks and supports long-term growth.
Peer Perspective
Aditya Birla SL Medium Term Plan trades at a slight premium compared to peers like HDFC Mutual Fund and ICICI Prudential, with rerating potential hinging on consistent margin stability and growth acceleration in the upcoming quarters.
📊 Stock Investment Checklist (100 Points)
Aditya Birla SL Medium Term Plan(Q-IDCW) • Updated: 2025-10-01 01:10:36
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10BusinessHighThe sector is evolving with a focus on sustainability, but faces competition.
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10GrowthHighRevenue growth has been consistent, but profit margins are under pressure.
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10ProfitabilityHighROE and ROCE are average, with OCF showing some volatility.
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8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
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7BalanceHighDebt levels are manageable, but liquidity could be improved.
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6GovernanceGoodPromoter holding is strong, but there are some concerns about disclosures.
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5DriversGoodGrowth drivers are present, but execution risks remain significant.
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5TechnicalsGoodMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 66 / 100
• Decent
The stock shows decent potential but carries some risks that need to be monitored closely.