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Motilal Oswal Balanced Advantage Fund(A-IDCW)

Ticker: mf15999
Decent 68/100

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M
Motilal Oswal Balanced Advantage Fund(Q-IDCW)
Score 68/100 Decent
The fund shows decent potential with a balanced approach to growth and risk management.
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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.
View details
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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Business Overview

Motilal Oswal Balanced Advantage Fund (A-IDCW) is a dynamic investment solution designed for investors seeking a balanced approach to equity and debt. This fund aims to provide capital appreciation while managing risk through strategic asset allocation. Ideal for both conservative and aggressive investors, it adapts to market conditions, ensuring optimal returns. With a focus on long-term growth, this fund is a smart choice for those looking to build wealth over time.

  • Dynamic asset allocation between equity and debt
  • Designed for both conservative and aggressive investors
  • Focus on long-term capital appreciation
  • Adapts to changing market conditions
  • Managed by experienced professionals
  • Aims to balance risk and return effectively

Opportunity vs Risk

Opportunities
  • Diversified investment approach
  • Potential for steady returns
  • Suitable for risk-averse investors
  • Expert fund management
  • Tax-efficient growth options
Risks ⚠️
  • Market volatility impact
  • Interest rate fluctuations
  • Limited historical performance
  • Management fees may reduce returns
  • Economic downturns affect performance
📊 Stock Investment Checklist (100 Points)
Motilal Oswal Balanced Advantage Fund(A-IDCW) • Updated: 2025-10-01 15:11:39
  • 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 lower than net profit.
  • 8
    Valuation
    High
    Valuation metrics are reasonable compared to peers, but some concerns on P/E.
  • 7
    Balance
    High
    Debt levels are manageable, with adequate reserves and liquidity.
  • 6
    Governance
    Good
    Promoter holding is strong, but there are minor concerns regarding pledging.
  • 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 profitability, but some risks need to be monitored.