ICICI Pru Balanced Advantage Fund(IDCW-Payout)
Ticker: mf14054
Decent
68/100
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I
ICICI Pru Balanced Advantage Fund(M-IDCW)
The fund shows decent potential with a balanced approach to growth and risk, but investors should remain cautious of execution risks.
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I
ICICI Pru Balanced Advantage Fund(IDCW)
The fund shows a decent overall performance with good growth potential, but some risks need to be monitored.
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N
Nippon India Small Cap Fund(IDCW)
The fund shows potential for growth but comes with significant risks associated with small cap investments.
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I
ICICI Pru Multi-Asset Fund(IDCW-Payout)
The ICICI Pru Multi-Asset Fund shows decent potential with a balanced approach to growth and profitability, though some risks remain.
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I
ICICI Pru Multi-Asset Fund(IDCW)
The fund shows decent potential with a balanced approach to growth and risk management, but caution is advised due to execution risks.
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S
SBI Liquid Fund(W-IDCW Payout)
The SBI Liquid Fund presents a decent investment opportunity with stable growth and profitability metrics, though some execution risks should be monitored.
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S
SBI Liquid Fund(FN-IDCW Payout)
The SBI Liquid Fund shows decent potential with stable growth and profitability metrics, but faces some execution risks.
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S
SBI Liquid Fund(FN-IDCW)
SBI Liquid Fund shows decent stability but lacks strong growth catalysts. Investors should be cautious.
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S
SBI Liquid Fund(W-IDCW)
The SBI Liquid Fund presents a decent investment opportunity with stable growth and manageable risks, but investors should be cautious of execution risks and governance issues.
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S
SBI Liquid Fund(DD-IDCW)
The SBI Liquid Fund shows decent performance with stable growth prospects, but faces challenges in profitability and market sentiment.
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H
HDFC Liquid Fund(M-IDCW)
HDFC Liquid Fund presents a decent investment opportunity with stable growth and profitability metrics, though it faces some execution risks and lacks strong growth drivers.
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H
HDFC Liquid Fund(M-IDCW Reinv)
HDFC Liquid Fund is a decent investment option with stable growth and profitability metrics.
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H
HDFC Liquid Fund(DD-IDCW)
HDFC Liquid Fund shows decent stability and growth potential, but faces challenges in profitability and valuation compared to peers.
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H
HDFC Liquid Fund(W-IDCW)
HDFC Liquid Fund presents a decent investment opportunity with stable growth and profitability metrics, though some risks and governance concerns should be monitored.
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K
Kotak Midcap Fund(IDCW Payout)
The Kotak Midcap Fund shows decent potential for growth, but investors should be cautious due to volatility in profitability and execution risks.
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K
Kotak Midcap Fund(IDCW)
The Kotak Midcap Fund shows decent potential with consistent growth and profitability metrics, but faces some valuation concerns and execution risks.
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Business Overview
ICICI Pru Balanced Advantage Fund is a dynamic investment solution designed to balance equity and debt, catering to investors seeking growth with reduced risk. It intelligently adjusts its asset allocation based on market conditions, making it ideal for those looking for a long-term investment strategy without the stress of constant monitoring. This fund is perfect for conservative investors aiming for capital appreciation while maintaining liquidity.
- Dynamic asset allocation between equity and debt
- Ideal for conservative investors
- Focus on long-term capital appreciation
- Reduces risk through diversification
- Managed by experienced professionals
Investment Thesis
ICICI Pru Balanced Advantage Fund stands out due to its strong promoter credibility, significant growth in digital services, and attractive valuation compared to peers. This fund is well-positioned to capitalize on market opportunities, making it a compelling choice for investors seeking balanced exposure.
- Backed by ICICI Group, ensuring strong credibility and trust.
- Robust growth in digital services enhances customer engagement and retention.
- Attractive valuation metrics compared to industry peers, presenting a buying opportunity.
- Diversified portfolio strategy reduces risk while aiming for capital appreciation.
- Consistent performance track record reinforces investor confidence.
Opportunity vs Risk
Opportunities
- Diversified investment approach
- Potential for steady returns
- Tax-efficient growth
- Strong fund management team
- Growing demand for balanced funds
Risks ⚠️
- Market volatility impacts returns
- Interest rate fluctuations
- Economic slowdown risks
- Regulatory changes
- Performance relative to benchmarks
Peer Perspective
ICICI Pru Balanced Advantage Fund trades at a slight premium compared to peers like HDFC Balanced Fund and SBI Balanced Advantage Fund. A rerating could occur with improved margin stability and consistent growth in AUM.
📊 Stock Investment Checklist (100 Points)
ICICI Pru Balanced Advantage Fund(IDCW-Payout) • Updated: 2025-10-01 03:09:38
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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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10ProfitabilityHighHealthy ROE and ROCE, with OCF generally aligning with net profit.
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8ValuationHighValuation metrics are reasonable compared to peers, but some concerns exist.
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7BalanceHighDebt levels are manageable with adequate liquidity.
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6GovernanceGoodPromoter holding is stable, but some disclosures could be improved.
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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 stable growth and profitability metrics, but some risks in execution and governance need attention.