Aditya Birla SL Balanced Advantage Fund
Ticker: mf12565
Decent
48/100
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Business Overview
Aditya Birla SL Balanced Advantage Fund is a dynamic investment solution designed for investors seeking a balanced approach to equity and debt. This fund is ideal for those looking to optimize returns while managing risk effectively. It adjusts its asset allocation based on market conditions, making it suitable for both conservative and aggressive investors. With a strong track record and professional management, it aims to deliver consistent growth over time, ensuring your investments work harder for you.
- Dynamic asset allocation for optimal returns
- Suitable for both conservative and aggressive investors
- Managed by experienced professionals
- Focus on long-term wealth creation
- Strong track record in performance
- Helps in risk management through balanced investments
Investment Thesis
Aditya Birla SL Balanced Advantage Fund stands out due to its strong promoter group, ensuring credibility and trust. The fund is well-positioned to leverage the growing digital services sector, providing a robust growth trajectory. Additionally, its attractive valuation compared to peers makes it an appealing investment choice for retail investors seeking stability and growth.
- Backed by the reputable Aditya Birla Group, ensuring strong governance and reliability.
- Capitalizes on the expanding digital services market, promising significant growth potential.
- Offers a balanced approach to investing, mitigating risks while seeking returns.
- Valuation is competitive against peers, presenting a compelling entry point for investors.
- Consistent performance track record enhances investor confidence.
Opportunity vs Risk
Opportunities
- Strong fund management team
- Diversified investment portfolio
- Potential for steady returns
- Tax-efficient investment option
- Growing market for balanced funds
Risks ⚠️
- Market volatility impacts returns
- Interest rate fluctuations
- Economic downturns affect performance
- Limited historical performance data
- Management fees may reduce gains
Peer Perspective
Aditya Birla SL Balanced Advantage Fund trades at a slight premium compared to peers like HDFC Balanced Advantage Fund and ICICI Prudential Balanced Advantage Fund, requiring consistent margin stability for potential rerating.
📊 Stock Investment Checklist (100 Points)
Aditya Birla SL Balanced Advantage Fund • Updated: 2025-09-29 10:30:32
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10BusinessHighThe fund operates in a future-ready sector with a diversified portfolio.
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10GrowthHighConsistent revenue and profit growth over the past few years.
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10ProfitabilityHighStrong ROE and ROCE, but OCF is slightly lower than net profit.
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8ValuationHighValuation metrics are in line with peers, but slightly on the higher side.
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7BalanceHighDebt levels are manageable with good liquidity.
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9GovernanceHighPromoter holding is strong with minimal pledging.
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6DriversGoodGrowth drivers are present, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 48 / 100
• Decent
The fund shows decent potential with consistent growth and manageable risks, but caution is advised due to execution uncertainties.