Aditya Birla SL Short Term Fund

Ticker: mf12515
Decent 68/100

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Business Overview

Aditya Birla SL Short Term Fund is a dynamic investment option designed for individuals seeking to park their funds for a short duration while earning competitive returns. Ideal for conservative investors, this fund focuses on fixed-income securities, ensuring capital preservation and liquidity. Its strategic portfolio management aims to navigate market fluctuations effectively, making it a reliable choice for short-term financial goals. With a strong track record and experienced fund management, this fund stands out in the Indian mutual fund landscape.

  • Designed for short-term investors
  • Focuses on capital preservation
  • Invests in fixed-income securities
  • Aims for competitive returns
  • Managed by experienced professionals
  • Ideal for conservative investment strategies

Investment Thesis

Aditya Birla SL Short Term Fund stands out due to its strong promoter credibility, robust growth in digital services, and attractive valuation compared to peers. This fund offers investors a reliable option for short-term investments with potential for steady returns, backed by a reputable management team.

  • Strong backing from the Aditya Birla Group enhances credibility.
  • Significant growth potential in digital services sector.
  • Attractive valuation compared to industry peers, offering good entry points.
  • Focus on short-term investments aligns with current market volatility.
  • Proven track record of consistent performance and risk management.

Opportunity vs Risk

Opportunities
  • Stable returns in short term
  • Diversified portfolio exposure
  • Potential for capital appreciation
  • Strong fund management team
Risks ⚠️
  • Market volatility impact
  • Interest rate fluctuations
  • Liquidity concerns
  • Limited long-term growth potential

Peer Perspective

Aditya Birla SL Short Term Fund trades at a slight premium compared to peers like HDFC Short Term Fund and ICICI Short Term Fund. A sustained improvement in margin stability could trigger a rerating.
📊 Stock Investment Checklist (100 Points)
Aditya Birla SL Short Term Fund • Updated: 2025-09-29 10:38:01
  • 10
    Business
    High
    The fund operates in a stable sector with moderate growth potential.
  • 10
    Growth
    High
    Consistent revenue growth observed over the past few years.
  • 10
    Profitability
    High
    ROE and ROCE are above industry averages, indicating good profitability.
  • 8
    Valuation
    High
    Valuation metrics are reasonable compared to peers.
  • 7
    Balance
    High
    The balance sheet shows a healthy debt/equity ratio.
  • 6
    Governance
    Good
    Promoter holding is strong, with minimal pledging.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The Aditya Birla SL Short Term Fund shows decent potential with stable growth and profitability metrics, but caution is advised due to execution risks.