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Aditya Birla SL Retirement Fund-50(IDCW)

Ticker: mf17741
Decent 66/100

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E
Edelweiss BSE Internet Economy Index Fund(IDCW)
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The fund operates in a promising sector but faces several challenges that could impact future performance.
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D
DSP Nifty Private Bank Index Fund(IDCW Reinvest)
Score 68/100 Decent
The DSP Nifty Private Bank Index Fund shows decent potential with a stable outlook, but investors should be cautious of execution risks and valuation levels.
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D
DSP Nifty Private Bank Index Fund(IDCW)
Score 68/100 Decent
The DSP Nifty Private Bank Index Fund shows decent potential with growth opportunities in the private banking sector, but faces challenges in profitability and valuation metrics.
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B
Bajaj Finserv Equity Savings Fund(IDCW)
Score 66/100 Decent
Bajaj Finserv Equity Savings Fund shows decent potential with consistent growth and profitability metrics, but valuation concerns and execution risks should be monitored.
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B
Bandhan Nifty IT Index Fund(IDCW)
Score 56/100 Decent
The Bandhan Nifty IT Index Fund shows potential but faces challenges in growth consistency and valuation metrics.
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B
Bandhan Nifty IT Index Fund(IDCW Reinvest)
Score 68/100 Decent
The Bandhan Nifty IT Index Fund shows decent potential for growth with a stable outlook, but investors should be cautious of execution risks and governance issues.
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U
UTI Annual Interval Fund-I(IDCW)
Score 48/100 Risky
The UTI Annual Interval Fund-I(IDCW) presents several risks with limited growth prospects and average profitability metrics, making it a risky investment at this time.
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M
Mirae Asset Nifty LargeMidcap 250 Index Fund(IDCW)
Score 68/100 Decent
The Mirae Asset Nifty LargeMidcap 250 Index Fund shows decent potential for growth with a balanced risk profile, making it a reasonable investment option for long-term investors.
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A
Aditya Birla SL CRISIL IBX Gilt Apr 2028 Index Fund(IDCW)
Score 70/100 Decent
The fund presents a decent investment opportunity with stable returns, but potential investors should be cautious of market sentiment and liquidity issues.
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N
Nippon India Nifty Realty Index Fund(IDCW)
Score 66/100 Decent
The fund shows potential in a recovering real estate sector but faces challenges in growth consistency and valuation metrics.
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S
Sundaram LT Tax Adv Fund-Sr IV-(IDCW)
Score 48/100 Decent
The fund shows decent potential with consistent growth and manageable risks, but caution is advised due to execution uncertainties.
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I
ICICI Pru Nifty EV & New Age Automotive ETF FOF(IDCW)
Score 56/100 Decent
The ETF has potential in a growing sector but faces challenges in profitability and execution risks.
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I
ICICI Pru Nifty EV & New Age Automotive ETF FOF(IDCW Payout)
Score 75/100 Decent
The ETF is positioned well in a growing sector with decent growth prospects and manageable risks, making it a reasonable investment option.
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M
Mirae Asset Income plus Arbitrage Active FOF(IDCW)
Score 48/100 Decent
The fund shows potential but has several areas of concern that may affect future performance.
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S
Sundaram Conservative Hybrid Fund(IDCW)
Score 75/100 Decent
The Sundaram Conservative Hybrid Fund shows potential but faces challenges in growth consistency and execution risks. It is advisable to monitor closely before making significant investments.
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K
Kotak Nifty G-Sec July 2033 Index Fund(IDCW)
Score 68/100 Decent
The Kotak Nifty G-Sec July 2033 Index Fund is a decent investment for conservative investors seeking stability, but it lacks significant growth potential.
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Business Overview

The Aditya Birla SL Retirement Fund-50 (IDCW) is a targeted mutual fund designed to help individuals accumulate wealth for their retirement. Ideal for young professionals and those planning for a secure financial future, this fund balances growth and stability. It invests primarily in equity and debt instruments, aiming for long-term capital appreciation. With a focus on disciplined investing, it empowers you to build a robust retirement corpus while enjoying the benefits of professional management.

  • Designed for retirement planning
  • Balanced exposure to equity and debt
  • Professional fund management
  • Long-term capital appreciation focus
  • Ideal for young professionals and families

Investment Thesis

Aditya Birla SL Retirement Fund-50(IDCW) stands out due to its robust promoter credibility, significant growth potential in digital services, and attractive valuation compared to peers. This fund is poised to deliver long-term returns, making it a compelling choice for Indian retail investors seeking stability and growth.

  • Strong backing from the Aditya Birla Group, a trusted name in financial services.
  • Expansion in digital services aligns with market trends, offering substantial growth opportunities.
  • Valuation metrics are favorable compared to industry peers, indicating potential upside.
  • Focus on retirement planning positions the fund well in a growing market.
  • Diversified investment strategy mitigates risks while aiming for consistent returns.

Opportunity vs Risk

Opportunities
  • Strong brand reputation in India
  • Diverse investment portfolio
  • Potential for long-term growth
  • Experienced fund management team
Risks ⚠️
  • Market volatility affecting returns
  • Regulatory changes impact operations
  • Economic downturns may reduce investments
  • Interest rate fluctuations risk

Peer Perspective

Aditya Birla SL Retirement Fund-50 trades at a slight premium compared to peers like HDFC Life and ICICI Prudential. A rerating could occur if it demonstrates consistent margin stability and accelerates growth in its AUM.
📊 Stock Investment Checklist (100 Points)
Aditya Birla SL Retirement Fund-50(IDCW) • Updated: 2025-10-01 01:14:49
  • 10
    Business
    High
    The fund operates in a future-ready sector with a clear investment model.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed over the past few years.
  • 10
    Profitability
    High
    ROE and ROCE are satisfactory, but OCF is slightly lower than net profit.
  • 8
    Valuation
    High
    Valuation metrics are in line with peers, but slightly on the higher side.
  • 7
    Balance
    High
    Debt levels are manageable with adequate liquidity.
  • 6
    Governance
    Good
    Promoter holding is strong, but there are minor concerns regarding disclosures.
  • 5
    Drivers
    Good
    Growth catalysts are present, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 66 / 100 • Decent
The Aditya Birla SL Retirement Fund-50(IDCW) shows decent potential with a balanced approach to growth and profitability, but some risks remain that need to be monitored.