Aditya Birla SL Nifty SDL Apr 2027 Index Fund(IDCW)
Ticker: mf15143
Decent
48/100
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DSP Short Term Fund(M-IDCW Reinv)
The fund shows decent potential but has several areas of concern that need to be addressed for stronger performance.
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DSP Short Term Fund(IDCW-Reinv)
The fund shows decent potential but faces challenges in profitability and growth drivers.
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D
DSP Short Term Fund(IDCW)
The DSP Short Term Fund shows decent potential but faces challenges in profitability and growth drivers. Investors should be cautious.
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DSP Short Term Fund(W-IDCW)
The DSP Short Term Fund shows decent performance metrics but faces challenges in growth and profitability consistency.
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DSP Short Term Fund(M-IDCW)
The DSP Short Term Fund shows decent fundamentals but lacks strong growth drivers and market momentum.
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A
Aditya Birla SL MNC Fund(IDCW-Reinv)
The fund shows decent potential with a balanced approach to growth and profitability, but caution is advised due to valuation concerns.
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Aditya Birla SL MNC Fund(IDCW)
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ICICI Pru Equity Minimum Variance Fund(IDCW)
The fund shows decent potential with consistent growth and a stable balance sheet, but some execution risks need to be monitored.
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ICICI Pru Equity Minimum Variance Fund(IDCW Payout)
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Invesco India Flexi Cap Fund(IDCW)
The fund shows decent potential with a balanced approach to growth and profitability, though valuation is a concern.
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Q
Quant Multi Asset Allocation Fund(IDCW)
The fund shows potential but faces challenges in growth consistency and market sentiment.
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U
UTI ELSS Tax Saver Fund(IDCW)
The UTI ELSS Tax Saver Fund shows decent potential with a solid growth trajectory and manageable risks.
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D
DSP Multi Asset Allocation Fund(IDCW Reinvest)
The DSP Multi Asset Allocation Fund shows decent potential with moderate risks. While it has a diversified approach, attention should be paid to its profitability and valuation metrics.
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D
DSP Multi Asset Allocation Fund(IDCW)
The DSP Multi Asset Allocation Fund shows potential but has several areas that require caution, particularly in profitability and execution risks.
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K
Kotak Focused Fund(IDCW Payout)
The Kotak Focused Fund shows decent potential with a solid growth trajectory and manageable risks.
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Business Overview
The Aditya Birla SL Nifty SDL Apr 2027 Index Fund (IDCW) is a dynamic investment option designed for investors seeking exposure to government securities while aiming for capital appreciation. This fund is ideal for conservative investors looking to diversify their portfolio with low-risk assets. It matters because it offers a blend of safety and potential returns, making it a strategic choice in uncertain market conditions.
- Invests in Nifty SDLs for stable returns
- Ideal for conservative investors
- Offers diversification in fixed income
- Managed by experienced professionals
- Aligns with long-term financial goals
Investment Thesis
Aditya Birla SL Nifty SDL Apr 2027 Index Fund offers a compelling investment opportunity backed by a strong promoter group and credibility. The fund is well-positioned to benefit from the growth in digital services, and its attractive valuation compared to peers makes it an appealing choice for retail investors seeking long-term gains.
- Strong backing from the Aditya Birla Group, ensuring credibility and stability.
- Significant growth potential in digital services sector, enhancing overall fund performance.
- Attractive valuation compared to peers, presenting a favorable entry point for investors.
- Diversified exposure to Nifty SDL, reducing risk while aiming for steady returns.
- Ideal for long-term investors looking for a blend of safety and growth.
Opportunity vs Risk
Opportunities
- Stable returns from Nifty SDL exposure
- Tax benefits on long-term investments
- Diversification in fixed income assets
- Potential for capital appreciation
- Inflation protection through SDLs
Risks ⚠️
- Interest rate fluctuations impact returns
- Market volatility affects NAV
- Credit risk from underlying securities
- Liquidity concerns in SDL market
- Regulatory changes may affect funds
📊 Stock Investment Checklist (100 Points)
Aditya Birla SL Nifty SDL Apr 2027 Index Fund(IDCW) • Updated: 2025-10-01 14:28:47
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10BusinessHighThe fund is invested in government securities, which are stable but lack a competitive moat.
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10GrowthHighConsistent growth in the underlying index, but limited by the nature of debt instruments.
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10ProfitabilityHighStable returns but lower than equity investments; OCF is consistent.
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10ValuationHighValuation metrics are reasonable compared to peers in fixed income.
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8BalanceHighStrong balance sheet with low debt levels.
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9GovernanceHighGood governance practices, but some concerns about promoter pledging.
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7DriversHighLimited growth drivers; primarily influenced by interest rate movements.
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5TechnicalsGoodMarket sentiment is neutral; liquidity is moderate.
Final Score & Verdict
Score 48 / 100
• Decent
The fund offers a stable investment option with moderate returns, suitable for risk-averse investors.