Aditya Birla SL Medium Term Plan(H-IDCW)

Ticker: mf15335
Decent 66/100

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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.
📊 Stock Investment Checklist (100 Points)
Aditya Birla SL Medium Term Plan(H-IDCW) • Updated: 2025-10-01 01:10:16
  • 10
    Business
    High
    The sector is evolving with a focus on sustainability, but competition is intense.
  • 10
    Growth
    High
    Revenue growth has been consistent, but profit margins are under pressure.
  • 10
    Profitability
    High
    ROE and ROCE are decent, but cash flow is inconsistent.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers, indicating potential overvaluation.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 6
    Governance
    Good
    Promoter holding is strong, but there are concerns about pledging.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks remain significant.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 66 / 100 • Decent
The fund shows potential for moderate returns, but investors should be cautious due to execution risks and market conditions.