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SBI Balanced Advantage Fund(IDCW Payout)

Ticker: mf14130
Decent 68/100

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H
HDFC Small Cap Fund(IDCW-Reinv)
Score 68/100 Decent
The fund shows decent potential for growth but carries risks associated with small-cap investments.
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H
HDFC Small Cap Fund(IDCW)
Score 72/100 Decent
The fund shows decent potential with consistent growth, but faces challenges in valuation and liquidity.
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H
HDFC Money Market Fund(W-IDCW Reinv)
Score 68/100 Decent
HDFC Money Market Fund shows decent stability and growth potential, but lacks significant catalysts for aggressive growth.
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H
HDFC Money Market Fund(DD-IDCW Reinv)
Score 73/100 Decent
HDFC Money Market Fund shows decent stability and moderate growth potential, but risks remain due to market conditions.
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H
HDFC Money Market Fund(W-IDCW)
Score 70/100 Decent
HDFC Money Market Fund shows decent stability and moderate growth potential, making it a reasonable choice for conservative investors.
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H
HDFC Corp Bond Fund(Q-IDCW Reinv)
Score 66/100 Decent
The fund shows decent stability and moderate growth potential, but faces challenges in profitability and liquidity.
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H
HDFC Corp Bond Fund(IDCW-Reinv)
Score 72/100 Decent
The fund shows decent potential but is hindered by inconsistent growth and moderate valuations.
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H
HDFC Corp Bond Fund(IDCW)
Score 72/100 Decent
The HDFC Corp Bond Fund shows decent potential with stable growth, but faces challenges in profitability and liquidity.
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H
HDFC Corp Bond Fund(Q-IDCW)
Score 72/100 Decent
The HDFC Corp Bond Fund shows decent fundamentals but faces challenges in growth and profitability.
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K
Kotak Money Market Fund(M-IDCW Payout)
Score 68/100 Decent
Kotak Money Market Fund shows decent stability and moderate growth potential, but faces challenges in profitability and liquidity.
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K
Kotak Money Market Fund(M-IDCW)
Score 72/100 Decent
The Kotak Money Market Fund shows decent stability and moderate growth potential, but lacks strong catalysts for significant appreciation.
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S
SBI Small Cap Fund(IDCW Payout)
Score 66/100 Decent
The SBI Small Cap Fund shows decent potential but is subject to market volatility and execution risks.
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S
SBI Small Cap Fund(IDCW)
Score 48/100 Risky
The SBI Small Cap Fund presents a risky investment opportunity with potential for growth but significant volatility and execution risks.
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M
Motilal Oswal Midcap Fund(IDCW)
Score 68/100 Decent
The fund shows decent growth potential but faces challenges in valuation and execution risks.
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A
Axis ELSS Tax Saver Fund(IDCW)
Score 68/100 Decent
The Axis ELSS Tax Saver Fund shows decent potential for growth with a solid foundation, but investors should be cautious of execution risks.
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I
ICICI Pru Corp Bond Fund(Q-IDCW Payout)
Score 68/100 Decent
The fund shows solid fundamentals and growth potential, making it a decent investment option.
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Business Overview

The SBI Balanced Advantage Fund is a dynamic investment solution designed for investors seeking a balanced approach to equity and debt. It adjusts its asset allocation based on market conditions, making it suitable for both conservative and aggressive investors. This fund aims to provide capital appreciation while minimizing risks, making it an ideal choice for those looking to grow their wealth over time. With a strong track record and professional management, it stands out as a reliable option in the mutual fund space.

  • Dynamic asset allocation between equity and debt
  • Suitable for conservative and aggressive investors
  • Aims for capital appreciation with risk management
  • Managed by experienced professionals
  • Strong historical performance
  • Regular income through IDCW payouts

Investment Thesis

SBI Balanced Advantage Fund stands out due to its strong backing from the reputable SBI group, ensuring credibility and stability. The fund is well-positioned to capitalize on the growing digital services sector, providing a robust growth runway. Additionally, it offers attractive valuations compared to peers, making it a compelling choice for investors seeking balanced exposure.

  • Strong promoter group with SBI's established credibility.
  • Significant growth potential in digital services.
  • Attractive valuation compared to peer funds.
  • Balanced exposure to equity and debt for risk management.
  • Consistent performance track record enhances investor confidence.
📊 Stock Investment Checklist (100 Points)
SBI Balanced Advantage Fund(IDCW Payout) • Updated: 2025-10-01 15:23:53
  • 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 manageable debt levels.
  • 5
    Governance
    Good
    Promoter holding is stable, with good disclosure practices.
  • 6
    Drivers
    Good
    Several growth catalysts identified, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The SBI Balanced Advantage Fund shows decent potential with a balanced approach to growth and risk management.