HDFC Balanced Advantage Fund(IDCW-Reinv)
Ticker: mf14042
Decent
68/100
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HDFC Mid Cap Fund(IDCW Reinvest)
The HDFC Mid Cap Fund shows decent potential for growth, but investors should be cautious of valuation and execution risks.
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HDFC Flexi Cap Fund(IDCW)
HDFC Flexi Cap Fund shows solid fundamentals and growth potential, making it a decent investment option.
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HDFC Flexi Cap Fund(IDCW-Reinv)
The HDFC Flexi Cap Fund shows decent potential with strong growth and profitability metrics, but investors should be cautious of execution risks.
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SBI Equity Hybrid Fund(IDCW-Payout)
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SBI Equity Hybrid Fund(IDCW)
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ICICI Pru Large Cap Fund(IDCW-Payout)
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ICICI Pru Large Cap Fund(IDCW)
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ICICI Pru Balanced Advantage Fund(M-IDCW Payout)
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ICICI Pru Balanced Advantage Fund(IDCW-Payout)
The fund shows decent potential with stable growth and profitability metrics, but some risks in execution and governance need attention.
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ICICI Pru Balanced Advantage Fund(M-IDCW)
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ICICI Pru Balanced Advantage Fund(IDCW)
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Nippon India Small Cap Fund(IDCW)
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ICICI Pru Multi-Asset Fund(IDCW-Payout)
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Business Overview
HDFC Balanced Advantage Fund is a dynamic investment solution designed for investors seeking a balanced approach to equity and debt. Ideal for those looking to achieve long-term capital appreciation with a moderate risk profile, this fund adjusts its asset allocation based on market conditions. This flexibility helps in optimizing returns while managing volatility, making it suitable for both new and seasoned investors.
- Dynamic asset allocation between equity and debt
- Suitable for moderate-risk investors
- Focus on long-term capital appreciation
- Managed by experienced professionals
- Regular reinvestment of dividends for compounding growth
Investment Thesis
HDFC Balanced Advantage Fund stands out due to its strong promoter credibility and robust track record. The fund is well-positioned to capitalize on the growing digital services sector, offering a significant growth runway. Additionally, its attractive valuation compared to peers makes it an appealing investment choice for retail investors seeking stability and growth.
- Strong backing from HDFC Group, enhancing trust and reliability.
- Significant growth potential in digital services, driving future returns.
- Attractive valuation compared to industry peers, presenting a buying opportunity.
- Proven track record of performance, ensuring investor confidence.
- Diversified portfolio reduces risk while maximizing returns.
Peer Perspective
HDFC Balanced Advantage Fund trades at a slight premium compared to peers like ICICI Prudential Balanced Advantage Fund and Nippon India Balanced Advantage Fund. A rerating could occur with sustained growth in equity markets and improved margin stability.
📊 Stock Investment Checklist (100 Points)
HDFC Balanced Advantage Fund(IDCW-Reinv) • Updated: 2025-10-01 06:00:01
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10BusinessHighThe fund operates in a future-ready sector with a diversified investment model.
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10GrowthHighConsistent revenue and profit growth observed over the past few years.
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10ProfitabilityHighStrong ROE and ROCE, with healthy operating cash flow.
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8ValuationHighValuation metrics are in line with peers, but some concerns on P/E.
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7BalanceHighModerate debt levels and good liquidity position.
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6GovernanceGoodPromoter holding is stable, with adequate disclosures.
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5DriversGoodGrowth drivers are present, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The fund shows decent potential with consistent growth and profitability metrics, but investors should be cautious of execution risks and market valuations.