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Bajaj Finserv Multi Asset Allocation Fund(IDCW)

Ticker: mf15912
Decent 68/100

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I
ITI Flexi Cap Fund(IDCW)
Score 68/100 Decent
The ITI Flexi Cap Fund shows decent potential with a balanced approach to growth and profitability, but some risks in execution and liquidity should be monitored.
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Q
Quantum Value Fund(IDCW)
Score 68/100 Decent
The Quantum Value Fund shows potential but faces challenges in growth consistency and valuation metrics. Caution is advised for new investors.
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B
Baroda BNP Paribas Manufacturing Fund(IDCW)
Score 48/100 Decent
The fund shows decent potential with consistent growth, but faces challenges in valuation and governance.
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B
Baroda BNP Paribas Arbitrage Fund(M-IDCW)
Score 68/100 Decent
The fund shows decent potential but has several areas of concern that need to be addressed for better performance.
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B
Baroda BNP Paribas Arbitrage Fund(Q-IDCW)
Score 72/100 Decent
The fund shows potential but lacks strong growth drivers and competitive advantages. Caution is advised for new investments.
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B
Baroda BNP Paribas Arbitrage Fund(IDCW)
Score 66/100 Decent
The fund shows decent potential with stable growth and profitability metrics, but investors should be cautious of execution risks.
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A
Axis Innovation Fund(IDCW)
Score 66/100 Decent
The Axis Innovation Fund shows potential but carries risks that investors should consider before investing.
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Q
Quant Business Cycle Fund(IDCW)
Score 68/100 Decent
The fund shows decent potential with a solid growth trajectory and reasonable valuation metrics, but some risks in execution and governance should be monitored.
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Q
Quant Dynamic Asset Allocation Fund(IDCW)
Score 68/100 Decent
The fund shows decent potential with a solid growth trajectory and manageable risks, but investors should be cautious of execution risks and market volatility.
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U
Union Multicap Fund(IDCW Payout)
Score 68/100 Decent
The Union Multicap Fund shows a decent investment potential with solid fundamentals and growth prospects, but investors should remain cautious of execution risks.
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U
Union Multicap Fund(IDCW)
Score 68/100 Decent
The Union Multicap Fund shows potential for moderate growth, but investors should be cautious due to some inconsistencies in profitability and valuation metrics.
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U
UTI Healthcare Fund(IDCW)
Score 68/100 Decent
The UTI Healthcare Fund shows potential for growth in a vital sector, but faces challenges in profitability and valuation metrics.
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E
Edelweiss Nifty Midcap150 Momentum 50 Index Fund(IDCW)
Score 66/100 Decent
The fund shows potential in midcap segments but carries risks related to execution and market volatility.
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S
Sundaram Equity Savings Fund(IDCW)
Score 68/100 Decent
The Sundaram Equity Savings Fund shows a decent potential for growth with a solid foundation, but investors should remain cautious about execution risks.
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B
Bandhan Aggressive Hybrid Fund(IDCW Reinv)
Score 58/100 Decent
The fund shows decent potential with consistent growth and reasonable valuations, but faces some execution risks and market sentiment challenges.
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B
Bandhan Aggressive Hybrid Fund(IDCW)
Score 66/100 Decent
The Bandhan Aggressive Hybrid Fund shows decent potential with consistent growth and manageable risks, but investors should be cautious of valuation and execution risks.
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Business Overview

Bajaj Finserv Multi Asset Allocation Fund (IDCW) is a dynamic investment solution designed for investors seeking diversification across multiple asset classes. Ideal for those looking to balance risk and return, this fund strategically allocates assets in equity, debt, and gold. It aims to provide stability and growth potential, making it suitable for both conservative and aggressive investors. With professional management and a focus on long-term wealth creation, it stands out as a reliable choice in the Indian mutual fund landscape.

  • Diversified investment across equity, debt, and gold
  • Managed by experienced professionals
  • Suitable for both conservative and aggressive investors
  • Aims for long-term wealth creation
  • Helps balance risk and return effectively

Investment Thesis

Bajaj Finserv Multi Asset Allocation Fund stands out due to its robust promoter group, extensive credibility, and a significant growth trajectory in digital services. With attractive valuations compared to peers, this fund presents a compelling investment opportunity for retail investors seeking diversified exposure in a dynamic market.

  • Strong backing from the Bajaj Group, known for its financial services expertise.
  • Expanding digital services create a substantial growth runway.
  • Attractive valuation metrics compared to industry peers enhance investment appeal.
  • Focus on multi-asset allocation mitigates risk while maximizing returns.
  • Consistent performance track record instills investor confidence.

Opportunity vs Risk

Opportunities
  • Diversified investment across multiple assets
  • Potential for high returns
  • Strong brand reputation
  • Experienced management team
  • Growing demand for financial products
Risks ⚠️
  • Market volatility affects returns
  • Regulatory changes impact operations
  • High competition in financial sector
  • Economic downturns can reduce growth
  • Liquidity risks in certain assets

Peer Perspective

Bajaj Finserv Multi Asset Allocation Fund trades at a slight premium compared to peers like HDFC Balanced Fund and ICICI Prudential Multi Asset Fund. A rerating could occur with improved margin stability and consistent growth in AUM.

???? Future Outlook

Bajaj Finserv Multi Asset Allocation Fund shows promise for future growth, contingent on effective execution and cost control strategies. Investors may find potential in its diversified approach amidst evolving market conditions.

AI FAQs for Retail Users

  • Q: What is Bajaj Finserv Multi Asset Allocation Fund?
    A: It is a mutual fund that invests in various asset classes like equity, debt, and gold.
  • Q: What does IDCW mean in this context?
    A: IDCW stands for Income Distribution cum Capital Withdrawal, allowing periodic income distributions.
  • Q: Who can invest in this fund?
    A: This fund is suitable for retail investors looking for diversified investment options.
  • Q: What are the risks associated with this fund?
    A: Like all investments, it carries market risks; returns are not guaranteed.
  • Q: How can I invest in this fund?
    A: You can invest through mutual fund platforms, banks, or directly via Bajaj Finserv's website.
📊 Stock Investment Checklist (100 Points)
Bajaj Finserv Multi Asset Allocation Fund(IDCW) • Updated: 2025-10-01 01:26:12
  • 10
    Business
    High
    The fund operates in a future-ready sector with a diversified model.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed over the past few years.
  • 10
    Profitability
    High
    Strong ROE and ROCE, but OCF shows some volatility.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers, indicating potential overvaluation.
  • 7
    Balance
    High
    Debt levels are manageable with adequate liquidity.
  • 6
    Governance
    Good
    Promoter holding is strong, but some concerns on 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 68 / 100 • Decent
Bajaj Finserv Multi Asset Allocation Fund shows decent potential with consistent growth and manageable risks, but caution is advised due to valuation concerns.