Portfolio Alerts Watch List Cart

Aditya Birla SL Nifty SDL Sep 2027 Index Fund(IDCW)

Ticker: mf17696
Decent 48/100

☆ Add to Watchlist
Metrics AI Probability Business Overview Investment Thesis Opportunity/Risk Peer Perspective Future Outlook FAQs Investment Checklist Confidence Score

More Options

I
ICICI Pru Nifty 500 Index Fund(IDCW Payout)
Score 68/100 Decent
The ICICI Pru Nifty 500 Index Fund presents a decent investment opportunity with a balanced exposure to various sectors and consistent growth metrics, though some execution risks exist.
View details
I
ICICI Pru Nifty 500 Index Fund(IDCW)
Score 68/100 Decent
The ICICI Pru Nifty 500 Index Fund presents a decent investment opportunity with stable growth prospects, though caution is advised due to market risks.
View details
A
Axis Multi Factor Passive FoF(IDCW)
Score 48/100 Decent
The fund shows potential but is hindered by inconsistent growth and profitability metrics.
View details
K
Kotak Nifty Smallcap 250 Index Fund(IDCW Payout)
Score 70/100 Decent
The Kotak Nifty Smallcap 250 Index Fund presents a decent investment opportunity, particularly for those seeking exposure to smallcap growth, but investors should be cautious of the inherent risks and volatility in this segment.
View details
K
Kotak Nifty Smallcap 250 Index Fund(IDCW)
Score 66/100 Decent
The fund shows decent potential with moderate risks, but investors should be cautious about execution and liquidity issues.
View details
B
Bank of India Midcap Tax Fund-Sr 2(IDCW)
Score 68/100 Decent
The fund shows potential for moderate returns, but investors should be cautious due to market volatility and execution risks.
View details
M
Mirae Asset Nifty 50 Index Fund(IDCW)
Score 48/100 Decent
The Mirae Asset Nifty 50 Index Fund shows decent potential for investors looking for exposure to large-cap equities, but caution is advised due to some execution risks and governance concerns.
View details
K
Kotak Nifty India Tourism Index Fund(IDCW Payout)
Score 48/100 Risky
The fund is in a risky position due to inconsistent growth and high valuations, despite some potential in the tourism sector.
View details
K
Kotak Nifty India Tourism Index Fund(IDCW)
Score 66/100 Decent
The fund shows potential in a recovering tourism sector, but faces challenges in profitability and valuation.
View details
N
Nippon India Nifty 500 Quality 50 Index Fund(IDCW)
Score 48/100 Decent
The Nippon India Nifty 500 Quality 50 Index Fund presents a decent investment opportunity with a focus on quality companies, though some risks remain.
View details
M
Mirae Asset Long Duration Fund(IDCW)
Score 48/100 Decent
The Mirae Asset Long Duration Fund shows decent potential with consistent growth and profitability metrics, but some risks in governance and execution need to be monitored.
View details
J
JM Medium to Long Duration Fund(Q-IDCW)
Score 68/100 Decent
The JM Medium to Long Duration Fund shows decent potential with stable growth and profitability metrics, but some risks in execution and liquidity should be monitored.
View details
S
Sundaram LT Micro Cap Tax Adv Fund-Sr V-(IDCW)
Score 66/100 Decent
The fund shows potential but carries risks that need to be monitored closely. Investors should be cautious.
View details
N
Nippon India Nifty Auto Index Fund(IDCW)
Score 66/100 Decent
The Nippon India Nifty Auto Index Fund shows potential for growth in a transitioning sector, but investors should be cautious of execution risks and market volatility.
View details
H
HSBC Asia Pacific (Ex Japan) DYF(IDCW)
Score 66/100 Decent
The stock shows decent potential but carries some risks that investors should consider before making a decision.
View details
H
HSBC Asia Pacific (Ex Japan) DYF(IDCW-Payout)
Score 68/100 Decent
The stock shows potential but is hindered by inconsistent growth and profitability metrics. Caution is advised.
View details

Business Overview

The Aditya Birla SL Nifty SDL Sep 2027 Index Fund (IDCW) is a strategic investment option designed for investors seeking long-term capital growth through exposure to state development loans. This fund is ideal for conservative investors looking to diversify their portfolio with a focus on stable government-backed securities. It matters because it offers a blend of safety and potential returns, aligning with India's economic growth. Investing in this fund can help you achieve your financial goals while minimizing risk.

  • Long-term capital growth potential
  • Exposure to state development loans
  • Ideal for conservative investors
  • Diversification of investment portfolio
  • Government-backed securities for safety
  • Aligned with India's economic growth

Investment Thesis

Aditya Birla SL Nifty SDL Sep 2027 Index Fund presents a compelling investment opportunity due to its strong promoter credibility, significant growth potential in digital services, and attractive valuation compared to peers. This fund is well-positioned to benefit from India's economic growth and increasing investor interest in SDLs.

  • Strong backing from the Aditya Birla Group, enhancing trust and reliability.
  • Digital services sector poised for exponential growth, offering promising returns.
  • Attractive valuation metrics compared to similar funds, indicating potential upside.
  • Focus on SDLs aligns with stable income generation and capital preservation.
  • Well-diversified portfolio minimizes risk while maximizing growth potential.

Opportunity vs Risk

Opportunities
  • Diversification in fixed income assets
  • Potential for stable returns
  • Exposure to government securities
  • Long-term investment horizon
  • Tax benefits under Section 80C
Risks ⚠️
  • Interest rate fluctuations
  • Market volatility impact
  • Liquidity concerns on redemption
  • Credit risk of underlying assets
  • Regulatory changes affecting funds
📊 Stock Investment Checklist (100 Points)
Aditya Birla SL Nifty SDL Sep 2027 Index Fund(IDCW) • Updated: 2025-10-01 14:29:23
  • 10
    Business
    High
    The fund is invested in a sector that is relatively stable but lacks significant growth drivers.
  • 10
    Growth
    High
    The fund's underlying assets show moderate revenue and profit growth consistency.
  • 10
    Profitability
    High
    ROE and ROCE are acceptable, but cash flow is inconsistent.
  • 10
    Valuation
    High
    Valuation metrics are in line with peers, but not compelling.
  • 8
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 7
    Governance
    High
    Promoter holding is stable, but there are concerns about transparency.
  • 5
    Drivers
    Good
    Limited growth catalysts and potential execution risks.
  • 1
    Technicals
    Low
    Market sentiment is weak with low liquidity.
Final Score & Verdict
Score 48 / 100 • Decent
The fund presents a decent investment opportunity but lacks strong growth drivers and has some risks associated with liquidity and governance.