Aditya Birla SL Conservative Hybrid Active FOF(IDCW Payout)

Ticker: mf17785
Decent 72/100

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Business Overview

The Aditya Birla SL Conservative Hybrid Active Fund of Funds (IDCW Payout) is designed for conservative investors seeking a balanced approach to wealth creation. By investing in a mix of equity and debt, this fund aims to provide stable returns while minimizing risks. It is ideal for those looking for regular income through dividends while maintaining capital appreciation potential. This fund stands out for its professional management and diversified portfolio, making it a reliable choice for risk-averse investors.

  • Balanced investment in equity and debt
  • Regular income through IDCW payouts
  • Professional management by experienced fund managers
  • Lower risk profile suitable for conservative investors
  • Diversified portfolio to mitigate market volatility

Investment Thesis

Aditya Birla SL Conservative Hybrid Active FOF stands out due to its strong promoter backing, ensuring credibility and stability. The fund is well-positioned to leverage the growth in digital services, providing a significant runway for returns. Additionally, its attractive valuation compared to peers makes it a compelling investment choice for retail investors seeking balanced growth and income.

  • Strong backing from the Aditya Birla Group enhances credibility and trust.
  • Significant growth potential in digital services sector supports future returns.
  • Attractive valuation compared to peer funds offers a favorable entry point.
  • Hybrid fund structure provides a balanced risk-return profile.
  • Consistent performance track record instills confidence in long-term investors.

Opportunity vs Risk

Opportunities
  • Diversified investment across asset classes
  • Potential for steady income generation
  • Managed by experienced fund managers
  • Suitable for conservative investors
Risks ⚠️
  • Market volatility affecting returns
  • Interest rate fluctuations impact bonds
  • Limited growth compared to aggressive funds
  • Liquidity risk in certain market conditions
📊 Stock Investment Checklist (100 Points)
Aditya Birla SL Conservative Hybrid Active FOF(IDCW Payout) • Updated: 2025-10-01 02:09:07
  • 10
    Business
    High
    The fund is positioned in a future-ready sector with a clear investment model.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed over the past few years.
  • 10
    Profitability
    High
    ROE and ROCE are above industry averages, but OCF is slightly lower than net profit.
  • 8
    Valuation
    High
    Valuation metrics are reasonable compared to peers, but some concerns on P/E.
  • 7
    Balance
    High
    Debt levels are manageable, with adequate reserves and liquidity.
  • 9
    Governance
    High
    Promoter holding is strong with minimal pledging and good disclosure practices.
  • 6
    Drivers
    Good
    Growth drivers are present, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 72 / 100 • Decent
The fund shows decent potential with a balanced approach to growth and risk management, but investors should remain cautious of execution risks.