Axis Balanced Advantage Fund(IDCW)
Ticker: mf15185
Decent
72/100
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D
DSP Dynamic Asset Allocation Fund(M-IDCW Reinv)
The fund shows a decent overall score with strengths in growth and profitability, but some risks in execution and market sentiment.
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D
DSP Dynamic Asset Allocation Fund(M-IDCW)
The DSP Dynamic Asset Allocation Fund shows potential for moderate growth, but investors should be cautious of profitability fluctuations and execution risks.
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N
Nippon India Gold Savings Fund(IDCW)
Nippon India Gold Savings Fund shows decent potential due to its positioning in a stable sector and consistent growth, but caution is advised due to some governance concerns and execution risks.
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A
Aditya Birla SL CRISIL-IBX Financial Services 3 to 6 Months Debt Index Fund(IDCW)
The fund shows moderate potential but lacks strong growth drivers and profitability consistency.
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T
Tata Flexi Cap Fund(IDCW)
The Tata Flexi Cap Fund shows a decent overall score with strong growth potential and a solid balance sheet, making it a reasonable investment option.
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T
Tata Flexi Cap Fund(IDCW-Payout)
The Tata Flexi Cap Fund shows a decent potential for growth with manageable risks, making it a reasonable investment option.
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A
Aditya Birla SL Banking & Financial Services Fund(IDCW-Reinv)
The fund shows potential for moderate growth but faces challenges in profitability and valuation metrics. Caution is advised.
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A
Aditya Birla SL Banking & Financial Services Fund(IDCW)
The fund shows potential for growth but faces several challenges that could impact performance. Caution is advised.
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H
HSBC Overnight Fund(W-IDCW Payout)
The HSBC Overnight Fund shows decent potential but faces challenges in profitability and market sentiment. Investors should weigh these factors carefully.
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H
HSBC Overnight Fund(M-IDCW Payout)
The HSBC Overnight Fund shows decent potential with stable growth and manageable risks, but investors should be cautious of profitability pressures and governance concerns.
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H
HSBC Overnight Fund(M-IDCW)
The HSBC Overnight Fund shows decent stability and growth potential, but faces challenges in profitability and market competitiveness.
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H
HSBC Overnight Fund(DD-IDCW)
The HSBC Overnight Fund shows moderate potential but faces several challenges that could impact its performance.
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H
HSBC Overnight Fund(W-IDCW)
The HSBC Overnight Fund shows decent potential with stable growth but faces challenges in profitability and market sentiment.
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I
ICICI Pru US Bluechip Equity Fund(IDCW Payout)
The fund shows decent potential with a focus on established US companies, but investors should be cautious of market volatility and execution risks.
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I
ICICI Pru US Bluechip Equity Fund(IDCW)
The ICICI Pru US Bluechip Equity Fund presents a decent investment opportunity with a focus on stable growth and profitability, although some risks remain.
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H
HDFC Hybrid Debt Fund(Q-IDCW Reinv)
The fund shows decent potential with stable growth and profitability metrics, but some execution risks exist.
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Business Overview
Axis Balanced Advantage Fund (IDCW) is a dynamic investment solution designed to balance risk and return by investing in a mix of equity and debt. Ideal for investors seeking long-term capital appreciation with a moderate risk appetite, this fund adjusts its asset allocation based on market conditions. It matters because it offers flexibility and potential stability in volatile markets, making it suitable for both new and seasoned investors.
- Dynamic asset allocation between equity and debt
- Designed for moderate risk investors
- Potential for long-term capital appreciation
- Adjusts to market conditions for stability
- Managed by experienced professionals
- Regular income distribution through IDCW option
Investment Thesis
Axis Balanced Advantage Fund stands out due to its strong promoter credibility, robust growth in digital services, and attractive valuation compared to peers. This fund is well-positioned to capitalize on market opportunities, making it a compelling choice for retail investors seeking balanced exposure.
- Backed by Axis Bank, a reputable financial institution with a strong track record.
- Significant growth potential in digital services, enhancing customer reach and engagement.
- Attractive valuation metrics compared to peer funds, offering a favorable entry point.
- Diversified portfolio strategy mitigates risks while capturing upside potential.
- Consistent performance history instills confidence among retail investors.
Opportunity vs Risk
Opportunities
- Diversified investment approach
- Potential for steady returns
- Tax benefits on long-term gains
- Access to equity and debt markets
Risks ⚠️
- Market volatility impacts returns
- Interest rate fluctuations
- Limited historical performance data
- Management fees may reduce gains
📊 Stock Investment Checklist (100 Points)
Axis Balanced Advantage Fund(IDCW) • Updated: 2025-10-01 02:14:46
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10BusinessHighThe fund operates in a future-ready sector with a diversified investment strategy.
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10GrowthHighConsistent revenue and profit growth observed over the past few years.
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10ProfitabilityHighROE and ROCE are above industry averages, but OCF shows some volatility.
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8ValuationHighP/E and P/B ratios are slightly above peers, indicating potential overvaluation.
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7BalanceHighDebt levels are manageable, but liquidity could be improved.
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9GovernanceHighPromoter holding is strong, but some concerns about pledging.
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6DriversGoodGrowth catalysts are present, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 72 / 100
• Decent
The Axis Balanced Advantage Fund shows decent potential with consistent growth and profitability metrics, but faces some valuation and execution risks.