Mirae Asset Balanced Advantage Fund
Ticker: mf12919
Decent
68/100
☆ Add to Watchlist
More Options
O
Old Bridge Focused Fund
The fund shows potential but faces challenges in growth consistency and profitability metrics.
View details
K
Kotak Multi Asset Omni FOF
The Kotak Multi Asset Omni FOF shows decent potential with a balanced approach to growth and risk management, making it a reasonable investment option.
View details
I
ICICI Pru PSU Equity Fund
The ICICI Pru PSU Equity Fund shows decent potential but faces challenges in profitability and valuation. Investors should be cautious.
View details
N
Nippon India Gilt Fund-DMDO
The Nippon India Gilt Fund-DMDO shows decent potential but faces challenges in profitability and valuation metrics.
View details
N
Nippon India Gilt Fund
The Nippon India Gilt Fund shows decent potential but faces challenges in profitability and liquidity. Investors should be cautious.
View details
I
ICICI Pru BSE Sensex Index Fund
The ICICI Pru BSE Sensex Index Fund presents a decent investment opportunity, reflecting the overall market performance with a balanced risk profile.
View details
M
Mirae Asset Low Duration Fund
The fund shows moderate potential but faces challenges in profitability and growth drivers.
View details
N
Nippon India Nifty Midcap 150 Index Fund
The Nippon India Nifty Midcap 150 Index Fund shows potential for growth but carries certain risks that investors should consider.
View details
S
SBI Magnum Constant Maturity Fund
The fund shows decent potential with stable growth and manageable risks, but investors should be cautious of execution challenges.
View details
M
Mahindra Manulife Aggressive Hybrid Fund
The fund shows decent potential with stable growth and manageable risks, but investors should be cautious about execution challenges.
View details
I
ICICI Pru Rural Opportunities Fund
The fund shows potential in the rural sector but faces challenges in profitability and execution risks.
View details
H
HSBC Large Cap Fund
The HSBC Large Cap Fund shows decent potential with a balanced approach to growth and profitability, though some risks remain.
View details
B
Bank of India Liquid Fund
The Bank of India Liquid Fund shows decent fundamentals but lacks strong growth catalysts and profitability metrics. Caution is advised for aggressive investors.
View details
B
Bandhan Midcap Fund
The Bandhan Midcap Fund shows potential but faces challenges in growth consistency and governance, making it a cautious investment.
View details
K
Kotak Medium Term Fund
The Kotak Medium Term Fund shows potential for moderate returns, but investors should be cautious due to competitive pressures and execution risks.
View details
W
WOC Balanced Advantage Fund
The WOC Balanced Advantage Fund shows decent potential with a strong growth trajectory and manageable risks.
View details
Business Overview
Mirae Asset 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. By adjusting its asset allocation based on market conditions, it aims to provide stability and growth over the long term. With a strong track record and professional management, this fund is a reliable choice for both new and seasoned investors.
- Dynamic asset allocation between equity and debt
- Ideal for risk-conscious investors
- Aims for long-term capital appreciation
- Managed by experienced professionals
- Strong historical performance track record
Investment Thesis
Mirae Asset Balanced Advantage Fund stands out due to its strong promoter credibility, robust digital services growth potential, and attractive valuation compared to peers. This fund offers a balanced approach to investment, making it a compelling choice for Indian retail investors seeking stability and growth.
- Strong backing from Mirae Asset, a reputable global investment firm.
- Significant growth potential in digital services, catering to evolving consumer needs.
- Attractive valuation metrics compared to industry peers, presenting a buying opportunity.
- Balanced portfolio strategy minimizes risk while maximizing returns.
- Proven track record of consistent performance and risk management.
Opportunity vs Risk
Opportunities
- Strong historical performance
- Diversified investment strategy
- Potential for capital appreciation
- Tax benefits on long-term gains
- Professional fund management
Risks ⚠️
- Market volatility impact
- Interest rate fluctuations
- Economic downturns
- Management fees may reduce returns
- Limited liquidity in certain conditions
Peer Perspective
Mirae Asset Balanced Advantage Fund trades at a slight premium compared to peers like ICICI Prudential Balanced Advantage Fund and HDFC Balanced Advantage Fund. A rerating could occur if it maintains margin stability amidst market volatility.
📊 Stock Investment Checklist (100 Points)
Mirae Asset Balanced Advantage Fund • Updated: 2025-09-29 15:29:47
-
10BusinessHighBalanced advantage funds are positioned in a future-ready sector with a clear investment model.
-
10GrowthHighConsistent revenue and profit growth observed over recent years.
-
10ProfitabilityHighStrong ROE and ROCE metrics, with healthy operating cash flow.
-
8ValuationHighValuation ratios are competitive compared to peers.
-
7BalanceHighModerate debt levels and good liquidity position.
-
6GovernanceGoodPromoter holding is stable with minimal pledging.
-
5DriversGoodGrowth drivers are present, but execution risks exist.
-
5TechnicalsGoodMarket sentiment is neutral with average liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The Mirae Asset Balanced Advantage Fund shows decent potential with a balanced approach to growth and risk management.