Aditya Birla SL Retirement Fund-40(IDCW-Reinv)
Ticker: mf17305
Decent
66/100
☆ Add to Watchlist
More Options
A
Aditya Birla SL Retirement Fund-40(IDCW)
The fund shows decent potential but lacks strong growth drivers and competitive advantages.
View details
T
TRUSTMF Short Duration Fund(M-IDCW)
The fund shows moderate potential but lacks strong growth drivers and profitability consistency.
View details
T
TRUSTMF Short Duration Fund(Q-IDCW)
The TRUSTMF Short Duration Fund shows moderate potential but faces challenges in growth and profitability. Investors should proceed with caution.
View details
T
TRUSTMF Short Duration Fund(W-IDCW)
The fund shows decent potential with stable growth, but faces challenges in profitability and competition.
View details
M
Mahindra Manulife Dynamic Bond Fund-(IDCW)
The fund shows a decent potential for growth with manageable risks, making it a viable option for investors.
View details
M
Mahindra Manulife Dynamic Bond Fund-(Q-IDCW)
The fund shows decent potential with a stable growth trajectory, but faces challenges in profitability and execution risks.
View details
M
Mahindra Manulife Dynamic Bond Fund-(Q-IDCW Payout)
The fund shows several weaknesses in growth and profitability metrics, making it a risky investment at this time.
View details
M
Mahindra Manulife Dynamic Bond Fund-(IDCW-Payout)
The fund shows moderate potential with some strengths in growth and profitability, but faces risks in governance and market sentiment.
View details
I
ICICI Pru Strategic Metal and Energy Equity FoF(IDCW Payout)
The fund shows potential in a growing sector but faces challenges in profitability and valuation. Caution is advised.
View details
I
ICICI Pru Strategic Metal and Energy Equity FoF(IDCW)
The fund shows potential in a growing sector but faces challenges in profitability and valuation metrics.
View details
Q
Quant Overnight Fund(IDCW)
The Quant Overnight Fund shows decent potential with stable growth and profitability metrics, but some risks in execution and valuation should be monitored.
View details
T
Tata Nifty Midcap 150 Index Fund(IDCW Payout)
The Tata Nifty Midcap 150 Index Fund presents a decent investment opportunity with growth potential, but investors should be cautious of the inherent risks associated with midcap stocks.
View details
T
Tata Nifty Midcap 150 Index Fund(IDCW)
The Tata Nifty Midcap 150 Index Fund presents a decent investment opportunity with growth potential, but investors should be cautious of market volatility and individual stock risks.
View details
N
Nippon India Medium Duration Fund(IDCW)
The Nippon India Medium Duration Fund shows potential for moderate returns, but investors should be cautious due to some underlying risks and market sentiment.
View details
N
Nippon India Medium Duration Fund(Q-IDCW)
The Nippon India Medium Duration Fund shows decent potential but faces challenges in profitability and valuation metrics. Investors should be cautious.
View details
C
Canara Rob Dynamic Bond Fund(IDCW)
The fund shows decent potential with stable growth and reasonable valuation, but some risks in execution and liquidity need to be monitored.
View details
Business Overview
The Aditya Birla SL Retirement Fund-40 (IDCW-Reinv) is a well-structured mutual fund designed to help individuals build a secure financial future for retirement. Aimed at conservative investors, this fund focuses on long-term wealth creation through a balanced portfolio. It is ideal for those looking to invest systematically while enjoying the benefits of compounding returns. With a strong management team and a focus on stability, this fund is a reliable choice for retirement planning.
- Designed for retirement savings
- Focuses on long-term wealth creation
- Balanced portfolio for stability
- Ideal for conservative investors
- Managed by a trusted financial institution
- Encourages systematic investment plans
Investment Thesis
Aditya Birla SL Retirement Fund-40 offers a compelling investment opportunity backed by a strong promoter group known for credibility and stability. The fund is poised to benefit from the growth of digital services, presenting a significant runway for expansion. Additionally, its attractive valuation compared to peers enhances its appeal for retail investors seeking long-term growth.
- Strong backing from the Aditya Birla Group, a trusted name in Indian finance.
- Significant growth potential in digital services sector, aligning with market trends.
- Attractive valuation compared to industry peers, providing a margin of safety.
- Focus on long-term wealth creation through diversified investment strategies.
- Consistent performance track record, instilling confidence among investors.
Opportunity vs Risk
Opportunities
- Strong brand reputation
- Diverse investment portfolio
- Potential for long-term growth
- Tax benefits on retirement savings
Risks ⚠️
- Market volatility impact
- Regulatory changes
- Interest rate fluctuations
- Limited liquidity options
Peer Perspective
Aditya Birla SL Retirement Fund-40 trades at a premium compared to peers like HDFC Life and ICICI Prudential. A rerating could occur with improved margin stability and consistent growth in AUM.
📊 Stock Investment Checklist (100 Points)
Aditya Birla SL Retirement Fund-40(IDCW-Reinv) • Updated: 2025-10-01 01:14:07
-
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 average, but OCF is slightly lower than net profit.
-
8ValuationHighValuation metrics are in line with peers, indicating fair pricing.
-
7BalanceHighDebt levels are manageable with adequate liquidity.
-
5GovernanceGoodPromoter holding is stable, but some concerns over disclosures.
-
6DriversGoodGrowth catalysts are present, but execution risks remain.
-
5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 66 / 100
• Decent
The fund shows potential for steady growth with manageable risks, making it a decent investment option.