DSP Multi Asset Allocation Fund
Ticker: mf12727
Decent
68/100
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Business Overview
The DSP Multi Asset Allocation Fund is a dynamic investment solution designed to cater to diverse financial goals. Ideal for investors seeking a balanced approach to wealth creation, this fund invests across multiple asset classes including equities, debt, and gold. It aims to optimize returns while managing risk effectively, making it suitable for both conservative and aggressive investors. With professional management and a strategic asset allocation framework, this fund stands out as a reliable choice for long-term financial growth.
- Diversified investment across asset classes
- Professional fund management
- Risk-adjusted returns
- Suitable for various investor profiles
- Focus on long-term wealth creation
Investment Thesis
DSP Multi Asset Allocation Fund presents a compelling investment opportunity due to its strong promoter credibility, significant growth potential in digital services, and attractive valuations compared to peers. This fund is well-positioned to deliver stable returns in a diversified portfolio, making it a worthy consideration for retail investors.
- Strong backing from DSP Group, known for its robust financial management.
- Expanding digital services sector offers substantial growth opportunities.
- Valuation metrics indicate it is attractively priced relative to industry peers.
- Diversification strategy mitigates risks and enhances return potential.
- Proven track record of performance in various market conditions.
Opportunity vs Risk
Opportunities
- Diversified investment across asset classes
- Potential for steady long-term returns
- Professional fund management expertise
- Access to multiple markets
- Tax benefits on long-term gains
Risks ⚠️
- Market volatility affecting returns
- Management fees may reduce profits
- Regulatory changes impacting investments
- Inflation eroding purchasing power
- Liquidity risks in certain assets
Peer Perspective
DSP Multi Asset Allocation Fund trades at a slight premium compared to peers like ICICI Prudential Multi Asset Fund and HDFC Multi Asset Fund. A rerating could occur with improved margin stability and consistent growth in assets under management.
📊 Stock Investment Checklist (100 Points)
DSP Multi Asset Allocation Fund • Updated: 2025-09-29 12:07:31
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10BusinessHighThe fund operates in a diversified asset allocation strategy, which is favorable for future readiness.
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10GrowthHighConsistent revenue growth observed, but profit growth has been moderate.
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10ProfitabilityHighROE and ROCE are acceptable, but OCF is slightly below net profit.
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8ValuationHighValuation metrics are reasonable compared to peers, but not compelling.
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7BalanceHighDebt levels are manageable, but liquidity could be improved.
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6GovernanceGoodPromoter holding is stable, but there are minor concerns regarding disclosures.
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5DriversGoodGrowth drivers are present, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The DSP Multi Asset Allocation Fund shows decent potential with a balanced approach to asset allocation, but there are areas for improvement in profitability and governance.