ICICI Pru Balanced Advantage Fund(M-IDCW Payout)
Ticker: mf14053
Decent
68/100
☆ Add to Watchlist
More Options
I
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.
View details
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.
View details
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.
View details
N
Nippon India Small Cap Fund(IDCW)
The fund shows potential for growth but comes with significant risks associated with small cap investments.
View details
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.
View details
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.
View details
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.
View details
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.
View details
S
SBI Liquid Fund(FN-IDCW)
SBI Liquid Fund shows decent stability but lacks strong growth catalysts. Investors should be cautious.
View details
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.
View details
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.
View details
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.
View details
H
HDFC Liquid Fund(M-IDCW Reinv)
HDFC Liquid Fund is a decent investment option with stable growth and profitability metrics.
View details
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.
View details
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.
View details
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.
View details
Business Overview
ICICI Pru Balanced Advantage Fund is a dynamic investment solution designed to balance risk and return. It primarily invests in a mix of equity and debt, adjusting allocations based on market conditions. Ideal for investors seeking long-term growth with moderate risk, this fund offers potential capital appreciation and regular income through its payout option. Its professional management and strategic asset allocation make it a reliable choice for both new and seasoned investors.
- Dynamic asset allocation between equity and debt
- Suitable for moderate risk investors
- Potential for capital appreciation and regular income
- Professionally managed by experienced fund managers
- Flexibility to adapt to changing market conditions
Investment Thesis
ICICI Pru Balanced Advantage Fund stands out due to its strong promoter credibility, robust digital service initiatives, and attractive valuation compared to peers. This fund is well-positioned to capitalize on market opportunities, making it a compelling choice for retail investors seeking balanced growth.
- Backed by ICICI Group, ensuring strong credibility and trust.
- Significant growth in digital services enhances customer engagement and accessibility.
- Attractive valuation metrics compared to industry peers, offering potential upside.
- Diversified portfolio strategy mitigates risk while aiming for consistent returns.
- Strong historical performance reinforces confidence in fund management.
Opportunity vs Risk
Opportunities
- Strong historical performance
- Diversified investment approach
- Potential for capital appreciation
- Regular income through dividends
Risks ⚠️
- Market volatility impact
- Interest rate fluctuations
- Economic downturns
- Management fee considerations
Peer Perspective
ICICI Pru Balanced Advantage Fund is currently trading at a premium compared to peers like HDFC Balanced Advantage Fund and SBI Balanced Advantage Fund. A rerating could occur if the fund demonstrates consistent margin stability and improved growth metrics.
📊 Stock Investment Checklist (100 Points)
ICICI Pru Balanced Advantage Fund(M-IDCW Payout) • Updated: 2025-10-01 03:09:53
-
10BusinessHighThe fund operates in a future-ready sector with a clear investment model.
-
10GrowthHighConsistent revenue and profit growth observed over the past few years.
-
10ProfitabilityHighROE and ROCE are above industry averages, with healthy cash flow.
-
8ValuationHighValuation metrics are reasonable compared to peers.
-
7BalanceHighStrong balance sheet with manageable debt levels.
-
6GovernanceGoodPromoter holding is stable, with good governance practices.
-
5DriversGoodGrowth drivers are present, but execution risks remain.
-
5TechnicalsGoodMarket 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.