Aditya Birla SL Retirement Fund-50
Ticker: mf13954
Risky
48/100
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Business Overview
Aditya Birla SL Retirement Fund-50 is a dedicated mutual fund designed to help individuals accumulate wealth for a secure retirement. Targeted at young professionals and pre-retirees, this fund offers a balanced approach to investment, combining equity and debt for optimal growth. It matters because it encourages disciplined savings and investment, ensuring financial stability in later years. With a strong track record and expert management, this fund is a reliable choice for those looking to secure their future.
- Designed for retirement planning
- Balanced investment strategy
- Managed by experienced professionals
- Encourages disciplined savings
- Strong historical performance
Investment Thesis
Aditya Birla SL Retirement Fund-50 stands out due to its strong promoter backing and credibility in the financial sector. With a growing digital services landscape, the fund is well-positioned to capitalize on emerging opportunities. Its attractive valuation compared to peers makes it a compelling choice for investors seeking long-term growth.
- Strong credibility backed by the Aditya Birla Group, a trusted name in finance.
- Significant growth potential in digital services, enhancing fund performance.
- Attractive valuation compared to industry peers, offering a favorable entry point.
- Focus on retirement planning aligns with increasing demand for long-term investment solutions.
- Diverse portfolio strategy mitigates risks while aiming for consistent returns.
Opportunity vs Risk
Opportunities
- Strong brand reputation
- Diverse investment portfolio
- Potential for long-term growth
- Experienced fund management
Risks ⚠️
- Market volatility impact
- Regulatory changes
- Inflation affecting returns
- Interest rate fluctuations
Peer Perspective
Aditya Birla SL Retirement Fund-50 trades at a slight premium compared to peers like HDFC Pension Fund and ICICI Prudential, necessitating consistent margin stability for a potential rerating in the competitive retirement fund landscape.
📊 Stock Investment Checklist (100 Points)
Aditya Birla SL Retirement Fund-50 • Updated: 2025-09-29 10:37:37
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10BusinessHighThe fund operates in a future-ready sector with a clear model but lacks a significant competitive moat.
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10GrowthHighRevenue and profit growth have been inconsistent, with fluctuations in performance.
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10ProfitabilityHighROE and ROCE are moderate, with operating cash flow showing some volatility.
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8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
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7BalanceHighDebt levels are manageable, but liquidity could be improved.
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5GovernanceGoodPromoter holding is decent, but there are concerns regarding disclosures.
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3DriversLowLimited growth catalysts and execution risks are present.
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0TechnicalsLowMarket sentiment is weak with low liquidity and negative price action.
Final Score & Verdict
Score 48 / 100
• Risky
The Aditya Birla SL Retirement Fund-50 presents several risks with inconsistent growth and weak market sentiment, making it a risky investment choice.