Aditya Birla SL Multi - Asset Passive FoF(IDCW)

The Aditya Birla SL Multi - Asset Passive FoF (IDCW) is a diversified investment solution designed for investors seeking a balanced approach to wealth creation. By investing across various asset classes, this fund aims to provide stability and growth potential. Ideal for those looking to simplify their investment journey, it offers a passive management strategy that aligns with long-term financial goals. This fund matters as it caters to risk-averse investors while ensuring exposure to multiple markets.

Diversified investment across asset classes
Passive management for ease of investment
Ideal for risk-averse investors
Focus on long-term wealth creation
Regular income distribution through IDCW

Investment Thesis

Aditya Birla SL Multi - Asset Passive FoF(IDCW) stands out due to its robust promoter group, which instills confidence among investors. The fund is well-positioned to capitalize on the growing digital services sector, offering a significant growth runway. Additionally, its attractive valuation compared to peers makes it a compelling investment choice for retail investors.

Strong backing from the reputable Aditya Birla Group, enhancing credibility.
Exposure to the burgeoning digital services market, driving future growth.
Attractive valuation metrics compared to industry peers, presenting a buying opportunity.
Diversified asset allocation strategy mitigates risks while maximizing returns.
Consistent performance track record, reinforcing investor trust.

Opportunity vs Risk

Opportunities

Diversified asset allocation
Potential for steady income
Exposure to multiple asset classes
Professional fund management

Risks ⚠️

Market volatility impact
Interest rate fluctuations
Limited historical performance data
Management fees may reduce returns

Peer Perspective

Aditya Birla SL Multi - Asset Passive FoF trades at a slight premium compared to peers like SBI Mutual Fund and ICICI Prudential. A rerating could occur with improved margin stability and consistent growth in assets under management.

???? Future Outlook

Aditya Birla SL Multi-Asset Passive FoF has the potential to deliver steady returns, provided the fund maintains disciplined execution and effective cost control strategies in the evolving market landscape.

AI FAQs for Retail Users

Q: What is Aditya Birla SL Multi - Asset Passive FoF(IDCW)?
A: It is a fund of funds that invests in multiple asset classes for diversification.
Q: What does IDCW stand for?
A: IDCW stands for Income Distribution cum Capital Withdrawal, indicating potential income distributions.
Q: Who should consider investing in this fund?
A: Investors seeking diversification across asset classes with a passive investment approach may consider this fund.
Q: What are the risks associated with this fund?
A: Like all investments, it carries market risks, including potential loss of capital.
Q: How can I invest in this fund?
A: Investments can be made through mutual fund platforms or directly via the fund's website.

📊 Stock Investment Checklist (100 Points)

Aditya Birla SL Multi - Asset Passive FoF(IDCW) • Updated: 2025-10-01 01:12:09

10

Business
High

The fund invests in a diversified portfolio, but lacks a strong moat.
10

Growth
High

Moderate revenue growth observed, but inconsistent profit margins.
10

Profitability
High

ROE and ROCE are below industry averages, cash flow is stable.
8

Valuation
High

Valuation metrics are reasonable compared to peers.
7

Balance
High

Debt levels are manageable, liquidity is adequate.
6

Governance
Good

Promoter holding is decent, but some concerns over disclosures.
5

Drivers
Good

Limited growth drivers identified, execution risks present.
5

Technicals
Good

Market sentiment is neutral, liquidity is average.

Final Score & Verdict

Score 66 / 100 • Decent

The fund shows decent potential but lacks strong growth drivers and consistency in profitability.