Aditya Birla SL Medium Term Plan(IDCW)
Ticker: mf15334
Decent
48/100
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A
Aditya Birla SL Medium Term Plan(H-IDCW)
The fund shows potential for moderate returns, but investors should be cautious due to execution risks and market conditions.
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A
Aditya Birla SL Medium Term Plan(Q-IDCW)
The stock shows decent potential but carries some risks that need to be monitored closely.
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T
Tata Banking & Financial Services Fund(IDCW-Payout)
The fund shows potential for moderate returns, but investors should be cautious of market volatility and execution risks.
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T
Tata Banking & Financial Services Fund(IDCW)
The fund shows potential but is facing several challenges that could impact future performance.
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S
Sundaram Multi Cap Fund(IDCW)
The Sundaram Multi Cap Fund shows a decent investment potential with consistent growth and profitability metrics, but investors should be cautious of market volatility and governance concerns.
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M
Mirae Asset Healthcare Fund(IDCW)
The fund shows decent potential with a strong position in the healthcare sector, but some risks and valuation concerns should be monitored.
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I
Invesco India ELSS Tax Saver Fund(IDCW)
The fund shows decent potential with a balanced approach to growth and profitability, but investors should remain cautious of execution risks.
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E
Edelweiss Flexi Cap Fund(IDCW)
The Edelweiss Flexi Cap Fund shows decent potential with a balanced approach to growth and profitability, but some risks remain.
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K
Kotak Dynamic Bond Fund(IDCW Payout)
The Kotak Dynamic Bond Fund presents a decent investment opportunity with stable growth and manageable risks, but potential investors should be cautious of liquidity and execution risks.
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K
Kotak Dynamic Bond Fund(IDCW)
The Kotak Dynamic Bond Fund shows decent potential with stable growth and profitability metrics, making it a viable option for conservative investors.
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N
Nippon India Innovation Fund(IDCW)
The Nippon India Innovation Fund shows potential with decent growth and profitability metrics, but faces challenges in valuation and execution risks.
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N
Nippon India Consumption Fund(IDCW)
The Nippon India Consumption Fund shows potential for growth in a favorable sector, but it faces some risks related to execution and market valuation.
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D
DSP Corp Bond Fund(Q-IDCW)
The fund shows some stability but lacks strong growth prospects and has several risks that could impact performance.
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D
DSP Corp Bond Fund(M-IDCW)
The fund shows decent potential but carries risks that investors should be aware of.
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D
DSP Corp Bond Fund(IDCW)
The DSP Corp Bond Fund shows decent potential with stable growth and a solid balance sheet, but faces some risks in governance and execution.
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D
DSP Corp Bond Fund(Q-IDCW Reinv)
The fund shows decent potential but lacks strong growth drivers and has some liquidity concerns.
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Business Overview
The Aditya Birla SL Medium Term Plan (IDCW) is a well-structured mutual fund designed for investors seeking moderate growth with a balanced risk approach. Ideal for individuals looking to invest for a medium-term horizon, this plan aims to provide steady returns while maintaining capital safety. It focuses on a diversified portfolio that includes equities and fixed-income securities, making it suitable for both new and seasoned investors.
- Designed for medium-term investors
- Balanced risk with potential for growth
- Diversified portfolio across asset classes
- Managed by experienced professionals
- Focus on capital safety and steady returns
Investment Thesis
Aditya Birla SL Medium Term Plan stands out due to its robust promoter backing, significant growth potential in digital services, and attractive valuation compared to peers. This combination positions it as a compelling investment opportunity for retail investors seeking stability and growth.
- Strong credibility from the Aditya Birla Group, a well-established player in the financial services sector.
- Expanding digital services portfolio, tapping into the growing demand for tech-driven financial solutions.
- Attractive valuation metrics compared to industry peers, offering potential for higher returns.
- Focus on medium-term growth aligns with retail investors' objectives for steady income and capital appreciation.
- Proven track record of fund management enhances investor confidence.
Peer Perspective
Aditya Birla SL Medium Term Plan trades at a slight premium to peers like HDFC Mutual Fund and ICICI Prudential. A sustained improvement in margin stability could trigger a rerating, enhancing its appeal to investors.
📊 Stock Investment Checklist (100 Points)
Aditya Birla SL Medium Term Plan(IDCW) • Updated: 2025-10-01 01:10:25
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10BusinessHighThe sector is moderately future-ready with some competitive advantages.
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10GrowthHighRevenue and profit growth has been inconsistent over recent quarters.
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10ProfitabilityHighROE and ROCE are acceptable but OCF is lower than net profit.
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8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
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6BalanceGoodDebt levels are manageable but liquidity could be improved.
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7GovernanceHighPromoter holding is strong, but some pledging exists.
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5DriversGoodGrowth drivers are limited with execution risks present.
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5TechnicalsGoodMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 48 / 100
• Decent
The stock shows potential but carries moderate risks and inconsistencies in growth and profitability metrics.