Aditya Birla SL Medium Term Plan(H-IDCW)
☆ Add to Watchlist
More Options
Business Overview
The Aditya Birla SL Medium Term Plan (H-IDCW) is a well-structured mutual fund designed for investors seeking moderate risk with the potential for stable returns over a medium-term horizon. Ideal for individuals looking to balance growth with income, this fund focuses on a diversified portfolio that aims to generate wealth while providing regular dividends. Its strong management team and robust investment strategy make it a reliable choice for both new and seasoned investors.
- Moderate risk with potential for stable returns
- Ideal for medium-term investment goals
- Focuses on a diversified portfolio
- Regular dividend payouts enhance income
- Managed by a trusted investment team
- Suitable for both new and experienced investors
Investment Thesis
Aditya Birla SL Medium Term Plan is a compelling investment due to its strong promoter credibility, significant growth potential in digital services, and attractive valuation compared to peers. This combination positions it well for sustained performance in the evolving market landscape.
- Strong backing from the Aditya Birla Group enhances trust and stability.
- Robust growth trajectory in digital services aligns with market trends.
- Valuation metrics indicate potential upside compared to industry peers.
- Diversified investment portfolio mitigates risk and enhances returns.
- Focus on medium-term growth aligns with investor objectives.
Peer Perspective
Aditya Birla SL Medium Term Plan trades at a slight premium compared to peers like HDFC Mutual Fund and SBI Mutual Fund. A focus on margin stability and consistent growth could trigger a rerating.
-
10BusinessHighThe sector is evolving with a focus on sustainability, but competition is intense.
-
10GrowthHighRevenue growth has been consistent, but profit margins are under pressure.
-
10ProfitabilityHighROE and ROCE are decent, but cash flow is inconsistent.
-
8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
-
7BalanceHighDebt levels are manageable, but liquidity could be improved.
-
6GovernanceGoodPromoter holding is strong, but there are concerns about pledging.
-
5DriversGoodGrowth drivers are present, but execution risks remain significant.
-
5TechnicalsGoodMarket sentiment is neutral with low liquidity.