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Motilal Oswal Balanced Advantage Fund(Q-IDCW)

Ticker: mf16000
Decent 68/100

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A
Axis Value Fund(IDCW)
Score 68/100 Decent
The Axis Value Fund shows a decent potential for growth with a solid foundation, but investors should remain cautious of execution risks.
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J
JM Value Fund(IDCW)
Score 68/100 Decent
The JM Value Fund shows potential but faces challenges in growth consistency and valuation metrics. Caution is advised for new investors.
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S
SBI Nifty50 Equal Weight Index Fund(IDCW)
Score 48/100 Decent
The SBI Nifty50 Equal Weight Index Fund presents a decent investment opportunity with a balanced risk-reward profile, but investors should be cautious of valuation and governance aspects.
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S
SBI Nifty50 Equal Weight Index Fund(IDCW Payout)
Score 66/100 Decent
The SBI Nifty50 Equal Weight Index Fund presents a decent investment opportunity with a balanced risk-reward profile.
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W
WOC Large Cap Fund(IDCW)
Score 68/100 Decent
The WOC Large Cap Fund has a decent score, indicating moderate potential but also notable risks.
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W
WOC Large Cap Fund(IDCW Payout)
Score 68/100 Decent
The WOC Large Cap Fund shows potential but is hindered by inconsistent growth and valuation concerns. Investors should proceed with caution.
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L
LIC MF Flexi Cap Fund(IDCW)
Score 68/100 Decent
The LIC MF Flexi Cap Fund shows decent potential with a balanced approach to growth and profitability, though valuation appears slightly stretched.
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D
DSP US Specific Equity Omni FoF(IDCW)
Score 66/100 Decent
The DSP US Specific Equity Omni FoF shows decent potential with a focus on future-ready sectors and consistent growth, but some risks in execution and valuation remain.
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D
DSP US Specific Equity Omni FoF(IDCW Reinvest)
Score 56/100 Decent
The fund shows decent potential with a focus on US equities, but investors should be cautious of execution risks and governance issues.
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N
Nippon India Nifty 50 Value 20 Index Fund(IDCW)
Score 66/100 Decent
The Nippon India Nifty 50 Value 20 Index Fund presents a decent investment opportunity with a focus on value stocks, but investors should be cautious of market volatility and execution risks.
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L
LIC MF Infra Fund(IDCW)
Score 66/100 Decent
The LIC MF Infra Fund shows potential in the infrastructure sector but faces challenges in growth and profitability metrics. Caution is advised due to valuation concerns and execution risks.
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N
Nippon India Credit Risk Fund(IDCW)
Score 48/100 Risky
The fund shows potential but is currently facing several risks that may impact future performance.
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N
Nippon India Credit Risk Fund(Q-IDCW)
Score 68/100 Decent
The Nippon India Credit Risk Fund shows potential but is hindered by profitability and growth consistency issues. Caution is advised.
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E
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Fund(IDCW)
Score 70/100 Decent
The fund offers stable returns but lacks significant growth potential, making it suitable for conservative investors.
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Q
Quant Focused Fund(IDCW)
Score 68/100 Decent
The fund shows decent potential with a solid business model and growth prospects, but some execution risks need to be monitored.
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C
Canara Rob Multi Asset Allocation Fund(IDCW)
Score 48/100 Decent
The fund shows potential with a decent score, but investors should be cautious of valuation and execution risks.
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Business Overview

Motilal Oswal Balanced Advantage Fund is a dynamic investment solution designed for investors seeking a balanced approach to equity and debt. Ideal for those looking to optimize returns while managing risk, this fund adjusts its allocation based on market conditions. It matters because it offers the potential for capital appreciation and income generation, catering to both conservative and aggressive investors. With a strong track record and professional management, it stands out as a reliable choice for long-term wealth creation.

  • Dynamic asset allocation between equity and debt
  • Ideal for risk-averse and aggressive investors
  • Capital appreciation potential with income generation
  • Managed by experienced professionals
  • Strong historical performance
  • Focus on long-term wealth creation

Opportunity vs Risk

Opportunities
  • Strong historical performance
  • Diversified investment strategy
  • Potential for capital appreciation
  • Regular income through dividends
Risks ⚠️
  • Market volatility impact
  • Management fees may reduce returns
  • Economic downturns affect performance
  • Limited liquidity in market
📊 Stock Investment Checklist (100 Points)
Motilal Oswal Balanced Advantage Fund(Q-IDCW) • Updated: 2025-10-01 23:04:31
  • 10
    Business
    High
    The fund operates 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 below net profit.
  • 8
    Valuation
    High
    Valuation metrics are reasonable compared to peers.
  • 7
    Balance
    High
    Debt levels are manageable with adequate reserves.
  • 6
    Governance
    Good
    Promoter holding is strong, but some pledging exists.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The fund shows decent potential with a balanced approach to growth and risk management.