Aditya Birla SL Retirement Fund-30
Ticker: mf13364
Risky
48/100
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Business Overview
Aditya Birla SL Retirement Fund-30 is a targeted mutual fund designed to help individuals accumulate wealth for a secure retirement. Ideal for long-term investors looking to build a retirement corpus, this fund offers a balanced approach to investment, focusing on both equity and debt instruments. It matters because it encourages disciplined savings and provides potential for growth over time, ensuring financial stability in retirement years.
- Designed for retirement planning
- Balanced investment in equity and debt
- Encourages disciplined savings
- Potential for long-term wealth growth
- Managed by experienced professionals
Investment Thesis
Aditya Birla SL Retirement Fund-30 stands out due to its strong promoter group, which enhances credibility and trust. The fund is well-positioned to benefit from the growing digital services sector, providing a robust growth runway. Additionally, its attractive valuation compared to peers makes it an appealing investment choice for retail investors seeking long-term wealth creation.
- Strong backing from the Aditya Birla Group ensures reliability and stability.
- Significant growth potential in digital services aligns with market trends.
- Attractive valuation compared to similar funds enhances investment appeal.
- Focus on retirement planning caters to the increasing demand for financial security.
- Diversified portfolio mitigates risks while aiming for consistent returns.
Opportunity vs Risk
Opportunities
- Strong long-term growth potential
- Diversified investment portfolio
- Tax benefits on retirement savings
- Professional fund management
- Growing demand for retirement solutions
Risks ⚠️
- Market volatility impacts returns
- Regulatory changes affecting funds
- Inflation risk on fixed income
- Liquidity constraints during market downturns
- Performance dependent on fund manager's strategy
Peer Perspective
Aditya Birla SL Retirement Fund-30 trades at a slight premium compared to peers like HDFC Pension Fund and ICICI Prudential, necessitating consistent margin stability and growth acceleration for potential rerating in a competitive market.
???? Future Outlook
Aditya Birla SL Retirement Fund-30 has the potential for steady growth, contingent on effective execution and cost control. Investors should remain optimistic while staying vigilant about market conditions and fund management strategies.
AI FAQs for Retail Users
- Q: What is Aditya Birla SL Retirement Fund-30?A: It is a mutual fund designed to help investors save for retirement over a long term.
- Q: What are the investment options available in this fund?A: The fund offers a mix of equity, debt, and other securities to balance risk and returns.
- Q: What is the minimum investment amount?A: The minimum investment amount varies; please check with your financial advisor or the fund's official site.
- Q: What are the tax implications of investing in this fund?A: Tax treatment depends on the holding period and your income tax bracket; consult a tax advisor for details.
- Q: How can I redeem my investment?A: You can redeem your investment through your fund house or investment platform, subject to applicable terms.
📊 Stock Investment Checklist (100 Points)
Aditya Birla SL Retirement Fund-30 • Updated: 2025-09-29 10:37:13
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10BusinessHighThe sector is evolving but faces competition.
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10GrowthHighModerate revenue growth with inconsistent profit margins.
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8ProfitabilityHighROE and ROCE are below industry average.
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9ValuationHighValuation metrics are slightly above peers.
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6BalanceGoodDebt levels are manageable but liquidity is a concern.
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7GovernanceHighPromoter holding is stable, but some pledging exists.
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5DriversGoodLimited growth catalysts identified.
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1TechnicalsLowWeak market sentiment and low liquidity.
Final Score & Verdict
Score 48 / 100
• Risky
The fund shows potential but is hindered by several risks and inconsistent performance metrics.