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Shriram Balanced Advantage Fund(IDCW-Payout)

Ticker: mf17532
Decent 68/100

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S
Shriram Balanced Advantage Fund(IDCW)
Score 68/100 Decent
The Shriram Balanced Advantage Fund shows potential but faces challenges in growth consistency and valuation. Investors should proceed with caution.
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D
DSP 10Y G-Sec Fund(M-IDCW Reinv)
Score 68/100 Decent
The fund shows decent potential but faces challenges in profitability and growth drivers.
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D
DSP 10Y G-Sec Fund(Q-IDCW Reinv)
Score 68/100 Decent
The fund shows decent potential but lacks strong growth drivers and profitability metrics.
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D
DSP 10Y G-Sec Fund(IDCW-Reinv)
Score 66/100 Decent
The fund shows decent potential with stable growth and manageable risks, making it a reasonable investment option.
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D
DSP 10Y G-Sec Fund(IDCW)
Score 70/100 Decent
The DSP 10Y G-Sec Fund shows decent potential but faces challenges in profitability and market sentiment.
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D
DSP 10Y G-Sec Fund(Q-IDCW)
Score 68/100 Decent
The DSP 10Y G-Sec Fund shows decent potential with stable growth and profitability metrics, though some risks in governance and execution should be monitored.
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D
DSP 10Y G-Sec Fund(M-IDCW)
Score 68/100 Decent
The DSP 10Y G-Sec Fund shows decent potential with stable growth and profitability metrics, though some risks in execution and liquidity should be monitored.
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L
LIC MF Gilt Fund(IDCW)
Score 55/100 Decent
LIC MF Gilt Fund is a stable investment option but lacks significant growth potential. Suitable for conservative investors seeking safety over high returns.
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I
ICICI Pru BSE 500 ETF FOF(IDCW)
Score 66/100 Decent
The ICICI Pru BSE 500 ETF FOF(IDCW) shows decent potential with consistent growth and profitability metrics, but faces challenges in valuation and execution risks.
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I
ICICI Pru BSE 500 ETF FOF(IDCW Payout)
Score 72/100 Decent
The ICICI Pru BSE 500 ETF FOF shows potential for moderate growth, but investors should be cautious due to valuation concerns and execution risks.
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K
Kotak NIFTY Midcap 50 Index Fund(IDCW Payout)
Score 48/100 Decent
The Kotak NIFTY Midcap 50 Index Fund presents a decent investment opportunity with growth potential, but investors should be cautious of the inherent risks associated with midcap stocks.
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K
Kotak NIFTY Midcap 50 Index Fund(IDCW)
Score 68/100 Decent
The Kotak NIFTY Midcap 50 Index Fund shows decent potential for growth, but investors should be cautious of valuation and execution risks.
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G
Groww Banking & Financial Services Fund(IDCW)
Score 68/100 Decent
The fund shows potential for growth but faces challenges in profitability and valuation metrics. Caution is advised.
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3
360 ONE Overnight Fund(IDCW Payout)
Score 68/100 Decent
The fund shows decent potential with stable operations, but faces challenges in profitability and valuation metrics.
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3
360 ONE Overnight Fund(IDCW)
Score 66/100 Decent
The fund shows decent potential but is facing challenges in profitability and valuation metrics.
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A
Axis Retirement Fund-Conservative Plan(IDCW)
Score 68/100 Decent
The fund shows moderate potential but faces challenges in growth consistency and valuation metrics.
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Business Overview

Shriram Balanced Advantage Fund is a dynamic investment solution designed for investors seeking a balanced approach to equity and debt. This fund aims to optimize returns while managing risks, making it suitable for both conservative and aggressive investors. With a focus on long-term wealth creation, it adjusts its asset allocation based on market conditions. This fund is ideal for those looking to diversify their portfolio and achieve financial goals with professional management.

  • Dynamic asset allocation strategy
  • Balanced exposure to equity and debt
  • Suitable for conservative and aggressive investors
  • Focus on long-term wealth creation
  • Professional management for optimal returns

Investment Thesis

Shriram Balanced Advantage Fund stands out due to its robust promoter credibility, a strong focus on digital services, and attractive valuations compared to peers. This positions the fund for sustainable growth and makes it an appealing choice for Indian retail investors seeking stability and potential upside.

  • Strong backing from a reputable promoter group enhances trust and reliability.
  • Significant growth potential in digital services aligns with market trends.
  • Valuation metrics are favorable compared to industry peers, indicating potential for appreciation.
  • Balanced approach mitigates risks while aiming for consistent returns.
  • Well-positioned to capitalize on evolving investor preferences and market dynamics.
📊 Stock Investment Checklist (100 Points)
Shriram Balanced Advantage Fund(IDCW-Payout) • Updated: 2025-10-01 07:17:57
  • 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, with healthy cash flow.
  • 8
    Valuation
    High
    Valuation metrics are reasonable compared to peers.
  • 7
    Balance
    High
    Strong balance sheet with low debt levels.
  • 5
    Governance
    Good
    Promoter holding is stable, but some pledging exists.
  • 6
    Drivers
    Good
    Good growth drivers identified, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The fund shows a decent potential for growth with a solid foundation, but investors should be cautious of execution risks.