Shriram Balanced Advantage Fund
Ticker: mf13835
Decent
68/100
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Business Overview
Shriram Balanced Advantage Fund is a dynamic mutual fund designed to provide investors with balanced exposure to equity and debt markets. Ideal for those seeking long-term capital appreciation with a moderate risk profile, this fund adjusts its asset allocation based on market conditions. It aims to optimize returns while managing volatility, making it suitable for both new and experienced investors. With a focus on disciplined investment strategies, it stands out for its professional management and potential for wealth creation.
- Dynamic asset allocation between equity and debt
- Suitable for moderate risk investors
- Focus on long-term capital appreciation
- Professional management by experienced fund managers
- Aims to optimize returns while managing volatility
Investment Thesis
Shriram Balanced Advantage Fund stands out due to its strong promoter group, which enhances credibility and trust among investors. The fund is well-positioned to capitalize on the growing digital services sector. Additionally, its attractive valuation compared to peers makes it an appealing investment opportunity for retail investors seeking balanced growth.
- Strong promoter group ensures credibility and investor trust.
- Significant growth potential in the digital services sector.
- Attractive valuation compared to peer funds enhances investment appeal.
- Balanced approach mitigates risks while targeting growth.
- Proven track record of performance supports long-term investment strategy.
📊 Stock Investment Checklist (100 Points)
Shriram Balanced Advantage Fund • Updated: 2025-09-29 16:38:07
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10BusinessHighThe fund operates in a sector with moderate growth potential but lacks a strong competitive moat.
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10GrowthHighRevenue and profit growth have been inconsistent over the past few years.
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10ProfitabilityHighROE and ROCE are average, with OCF showing some volatility compared to net profit.
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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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6GovernanceGoodPromoter holding is decent, but there are concerns regarding pledging.
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5DriversGoodGrowth catalysts are limited, with execution risks present.
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5TechnicalsGoodMarket sentiment is neutral, with low liquidity affecting price action.
Final Score & Verdict
Score 68 / 100
• Decent
The Shriram Balanced Advantage Fund shows potential but faces challenges in growth consistency and valuation. Investors should proceed with caution.