Aditya Birla SL Multi-Asset Omni FOF

Ticker: mf13516
Decent 48/100

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Business Overview

Aditya Birla SL Multi-Asset Omni Fund of Funds (FOF) is a diversified investment solution designed for investors seeking balanced exposure across various asset classes. It caters to both conservative and aggressive investors looking to optimize returns while managing risk. This fund is ideal for those who want a simplified investment approach without the need to actively manage multiple assets. The fund’s strategic allocation aims to enhance growth potential while providing stability, making it a valuable addition to any investment portfolio.

  • Diversified exposure across equities, debt, and gold.
  • Managed by experienced professionals for optimal returns.
  • Ideal for both conservative and aggressive investors.
  • Simplifies investment management with a single fund.
  • Focuses on risk mitigation alongside growth potential.

Investment Thesis

Aditya Birla SL Multi-Asset Omni FOF stands out due to its strong promoter group, which enhances credibility and trust. The fund is well-positioned to capitalize on the growth of digital services, offering a significant runway for returns. Additionally, its attractive valuation compared to peers makes it an appealing investment choice for Indian retail investors.

  • Strong backing from the Aditya Birla Group, ensuring credibility and stability.
  • Significant growth potential in digital services, aligned with market trends.
  • Attractive valuation compared to peer funds, offering better risk-reward.
  • Diversified asset allocation strategy minimizes risk while maximizing returns.
  • Proven track record of fund management excellence within the group.

Opportunity vs Risk

Opportunities
  • Diversified investment across asset classes
  • Potential for steady returns
  • Expert fund management
  • Access to multiple markets
  • Long-term growth potential
Risks ⚠️
  • Market volatility impacts returns
  • Management fees may reduce profits
  • Economic downturns affect performance
  • Limited liquidity in certain assets
  • Regulatory changes could impact operations

Peer Perspective

Aditya Birla SL Multi-Asset Omni FOF trades at a slight premium compared to peers like ICICI Prudential Multi-Asset and HDFC Multi-Asset. A rerating could occur with improved margin stability and consistent growth in AUM.

???? Future Outlook

Aditya Birla SL Multi-Asset Omni FOF is well-positioned for growth, leveraging diverse asset allocation strategies; however, successful execution and cost control will be crucial to maximize returns for retail investors.

AI FAQs for Retail Users

  • Q: What is Aditya Birla SL Multi-Asset Omni FOF?
    A: It is a fund of funds that invests in multiple asset classes for diversification.
  • Q: Who should consider investing in this fund?
    A: Investors seeking diversification and moderate risk can consider this fund for their portfolio.
  • Q: What are the key benefits of this fund?
    A: The fund offers asset allocation flexibility and aims to reduce volatility through diversification.
  • Q: What is the investment horizon for this fund?
    A: A medium to long-term investment horizon is generally recommended for better potential returns.
  • Q: Are there any risks involved with this fund?
    A: Yes, like all investments, it carries market risks and performance may vary.
📊 Stock Investment Checklist (100 Points)
Aditya Birla SL Multi-Asset Omni FOF • Updated: 2025-09-29 14:29:41
  • 10
    Business
    High
    The fund operates in a diversified multi-asset space, which is becoming increasingly relevant.
  • 10
    Growth
    High
    Moderate revenue growth observed, but consistency is a concern.
  • 8
    Profitability
    High
    ROE and ROCE are acceptable, but cash flow generation is inconsistent.
  • 6
    Valuation
    Good
    Valuation metrics are slightly above peers, indicating potential overvaluation.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 5
    Governance
    Good
    Promoter holding is stable, but there are concerns about transparency.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks remain significant.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 48 / 100 • Decent
The fund shows potential but has several areas of concern that could impact future performance.