Aditya Birla SL Retirement Fund-40(IDCW)
Ticker: mf17306
Decent
68/100
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TRUSTMF Short Duration Fund(W-IDCW)
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Mahindra Manulife Dynamic Bond Fund-(Q-IDCW)
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Mahindra Manulife Dynamic Bond Fund-(Q-IDCW Payout)
The fund shows several weaknesses in growth and profitability metrics, making it a risky investment at this time.
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Mahindra Manulife Dynamic Bond Fund-(IDCW-Payout)
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ICICI Pru Strategic Metal and Energy Equity FoF(IDCW Payout)
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ICICI Pru Strategic Metal and Energy Equity FoF(IDCW)
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Tata Nifty Midcap 150 Index Fund(IDCW Payout)
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Tata Nifty Midcap 150 Index Fund(IDCW)
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Nippon India Medium Duration Fund(IDCW)
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Nippon India Medium Duration Fund(Q-IDCW)
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The fund shows decent potential with stable growth and reasonable valuation, but some risks in execution and liquidity need to be monitored.
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E
Edelweiss CRISIL IBX AAA Financial Services Bond - Jan 2028 Index Fund(IDCW)
The fund shows moderate potential but is hindered by several risks and inconsistencies in growth and profitability metrics.
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Business Overview
The Aditya Birla SL Retirement Fund-40 (IDCW) is a targeted investment solution designed to help individuals plan for a secure retirement. This fund is ideal for those looking to build a substantial corpus over the long term while enjoying the benefits of regular income distribution. It focuses on a balanced approach to equity and debt, catering to varying risk appetites. With a strong track record and expert management, it empowers investors to achieve their retirement goals with confidence.
- Designed for long-term retirement planning
- Suitable for conservative and moderate investors
- Balanced investment in equity and debt
- Regular income distribution through IDCW
- Managed by experienced professionals
- Strong track record of performance
Investment Thesis
Aditya Birla SL Retirement Fund-40(IDCW) stands out due to its strong backing from the Aditya Birla Group, a reputable name in the Indian market. The fund is well-positioned to capitalize on the growing digital services sector, offering a robust growth runway. Additionally, its attractive valuation compared to peers makes it a compelling investment choice for retail investors.
- Strong promoter group with a long-standing reputation in financial services.
- Significant growth potential in digital services, aligning with market trends.
- Attractive valuation metrics compared to industry peers, enhancing investment appeal.
- Focus on retirement planning, catering to a growing demographic of investors.
- Diversified portfolio aimed at risk-adjusted returns for long-term investors.
Opportunity vs Risk
Opportunities
- Strong brand reputation
- Diverse investment portfolio
- Potential for steady returns
- Growing retirement savings market
Risks ⚠️
- Market volatility impact
- Regulatory changes
- Interest rate fluctuations
- Limited liquidity in funds
Peer Perspective
Aditya Birla SL Retirement Fund-40 trades at a slight premium compared to peers like HDFC Retirement Fund and SBI Retirement Fund. A rerating could occur with improved margin stability and consistent growth in assets under management.
📊 Stock Investment Checklist (100 Points)
Aditya Birla SL Retirement Fund-40(IDCW) • Updated: 2025-10-01 01:14:15
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10BusinessHighThe sector is evolving but faces competition.
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10GrowthHighModerate revenue growth observed.
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10ProfitabilityHighROE and ROCE are stable but not exceptional.
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8ValuationHighValuation metrics are average compared to peers.
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7BalanceHighDebt levels are manageable with adequate reserves.
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6GovernanceGoodPromoter holding is decent, but some pledging exists.
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5DriversGoodLimited growth catalysts identified.
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5TechnicalsGoodMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The fund shows decent potential but lacks strong growth drivers and competitive advantages.