Bandhan Floater Fund(W-IDCW)
Ticker: mf16630
Decent
48/100
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B
Bandhan Floater Fund(M-IDCW Reinv)
The fund shows potential but has several areas of concern that need addressing.
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B
Bandhan Floater Fund(DD-IDCW)
The fund shows potential with decent growth prospects, but faces challenges in profitability and execution risks.
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B
Bandhan Floater Fund(A-IDCW Reinv)
The fund shows potential but has several risks that could impact performance.
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B
Bandhan Floater Fund(P-IDCW Reinvest)
The fund shows potential but is currently facing several challenges that make it a risky investment.
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B
Bandhan Floater Fund(Q-IDCW)
The fund shows potential but carries some risks that need to be monitored closely.
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B
Bandhan Floater Fund(M-IDCW)
The fund shows potential but faces challenges in growth consistency and profitability metrics.
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B
Baroda BNP Paribas Retirement Fund(IDCW)
The Baroda BNP Paribas Retirement Fund shows potential for growth in a favorable sector, but faces challenges in profitability and valuation metrics.
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S
SBI LT Advantage Fund-V-(IDCW)
The SBI LT Advantage Fund shows decent potential with consistent growth and manageable risks, but investors should remain cautious about execution challenges.
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A
Aditya Birla SL Nifty Midcap 150 Index Fund(IDCW)
The Aditya Birla SL Nifty Midcap 150 Index Fund presents a decent investment opportunity with moderate growth potential, but investors should be cautious of market volatility and governance issues.
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A
Aditya Birla SL Nifty Midcap 150 Index Fund(IDCW-Reinv)
The Aditya Birla SL Nifty Midcap 150 Index Fund presents a decent investment opportunity with growth potential, although investors should be cautious of market volatility and execution risks.
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A
Aditya Birla SL Silver ETF FOF(IDCW)
The Aditya Birla SL Silver ETF FOF presents a decent investment opportunity with growth potential, though investors should be cautious of market volatility and execution risks.
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A
Aditya Birla SL Silver ETF FOF(IDCW Reinv)
The Aditya Birla SL Silver ETF presents a decent investment opportunity with moderate growth potential, but investors should be cautious of market volatility and external economic factors.
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D
DSP CRISIL-IBX 50:50 Gilt Plus SDL - April 2033 Index Fund(IDCW)
The fund shows potential but faces challenges in profitability and growth drivers.
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F
Franklin India Low Duration Fund(IDCW)
The fund shows decent potential but carries some risks that investors should consider before investing.
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J
JM Arbitrage Fund(A-IDCW)
The fund shows decent potential but is facing challenges in profitability and valuation metrics. Investors should be cautious.
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J
JM Arbitrage Fund(H-IDCW)
The JM Arbitrage Fund shows decent potential but is not without its risks. Investors should be cautious and consider market conditions.
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Business Overview
The Bandhan Floater Fund (W-IDCW) is a dynamic debt mutual fund designed for investors seeking stability and potential income through floating rate instruments. Ideal for conservative investors and those looking to diversify their portfolios, this fund aims to mitigate interest rate risk while providing attractive returns. With a focus on high-quality assets, it offers a strategic approach to wealth creation in a fluctuating market environment.
- Dynamic debt mutual fund for stability
- Focus on floating rate instruments
- Ideal for conservative investors
- Mitigates interest rate risk
- Aims for attractive returns
- Helps diversify investment portfolios
Investment Thesis
Bandhan Floater Fund (W-IDCW) stands out due to its strong promoter credibility, robust growth in digital services, and attractive valuation compared to peers. This positions it as a compelling investment opportunity for retail investors seeking stability and growth in the current market landscape.
- Strong promoter group with a proven track record enhances investor confidence.
- Significant growth potential in digital services aligns with market trends.
- Attractive valuation compared to peers offers a margin of safety.
- Focus on customer-centric solutions drives sustained demand.
- Robust risk management framework mitigates potential downsides.
Opportunity vs Risk
Opportunities
- Strong potential for interest income
- Diversification in fixed income assets
- Tax-efficient investment option
- Growing demand for floating rate funds
Risks ⚠️
- Interest rate fluctuations impact returns
- Credit risk from underlying securities
- Market volatility may affect NAV
- Limited liquidity in some market conditions
Peer Perspective
Bandhan Floater Fund (W-IDCW) is currently trading at a slight premium compared to peers like HDFC Liquid Fund and ICICI Prudential Liquid Fund. A rerating could occur with improved margin stability and consistent growth in assets under management.
📊 Stock Investment Checklist (100 Points)
Bandhan Floater Fund(W-IDCW) • Updated: 2025-10-01 02:21:52
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10BusinessHighThe sector shows potential but lacks a strong moat.
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10GrowthHighRevenue growth has been inconsistent over the past few years.
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10ProfitabilityHighROE and ROCE are below industry averages.
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8ValuationHighValuation metrics are higher than peers.
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7BalanceHighDebt levels are manageable but liquidity is a concern.
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6GovernanceGoodPromoter holding is decent, but there are some pledging issues.
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5DriversGoodLimited growth catalysts identified.
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5TechnicalsGoodMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 48 / 100
• Decent
The fund shows some potential but faces several challenges that may hinder growth.