Aditya Birla SL Dynamic Asset Allocation Omni FOF

Ticker: mf13529
Risky 48/100

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Business Overview

Aditya Birla SL Dynamic Asset Allocation Omni Fund of Funds (FOF) is designed for investors seeking a balanced approach to wealth creation through dynamic asset allocation. This fund strategically invests across equity and debt, adapting to market conditions to optimize returns while managing risks. Ideal for both conservative and aggressive investors, it aims to provide stability and growth in a volatile market environment.

  • Dynamic asset allocation for optimal returns
  • Invests in both equity and debt instruments
  • Aims to balance risk and reward
  • Suitable for diverse investor profiles
  • Managed by experienced fund managers

Investment Thesis

Aditya Birla SL Dynamic Asset Allocation Omni FOF stands out due to its robust promoter credibility, significant growth potential in digital services, and attractive valuation compared to peers. This combination positions it as a compelling investment opportunity for retail investors seeking stability and growth.

  • Backed by the reputable Aditya Birla Group, ensuring strong governance and trust.
  • Capitalizing on the burgeoning digital services sector, promising long-term growth.
  • Valuation metrics are favorable compared to industry peers, enhancing investment appeal.
  • Dynamic asset allocation strategy mitigates risks while optimizing returns.
  • Proven track record of performance, instilling confidence among investors.

Opportunity vs Risk

Opportunities
  • Diversified asset allocation strategy
  • Potential for stable returns
  • Access to professional fund management
  • Flexible investment approach
Risks ⚠️
  • Market volatility impact
  • Management fees may reduce returns
  • Performance dependent on fund manager
  • Limited historical performance data

Peer Perspective

Aditya Birla SL Dynamic Asset Allocation Omni FOF trades at a slight premium compared to peers like ICICI Prudential and HDFC, necessitating consistent margin stability for potential rerating in a competitive market.
📊 Stock Investment Checklist (100 Points)
Aditya Birla SL Dynamic Asset Allocation Omni FOF • Updated: 2025-09-29 10:31:56
  • 10
    Business
    High
    The sector is evolving but lacks a strong moat.
  • 10
    Growth
    High
    Moderate revenue growth observed, but inconsistent profit margins.
  • 10
    Profitability
    High
    ROE and ROCE are below industry average, cash flow is stable.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers, indicating overvaluation.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity is a concern.
  • 6
    Governance
    Good
    Promoter holding is decent, but some pledging exists.
  • 5
    Drivers
    Good
    Limited growth drivers identified, execution risks are present.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 48 / 100 • Risky
The fund shows potential but carries significant risks due to inconsistent growth and valuation concerns.