HDFC Balanced Advantage Fund(IDCW)
Ticker: mf14041
Decent
68/100
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H
HDFC Balanced Advantage Fund(IDCW-Reinv)
The fund shows decent potential with consistent growth and profitability metrics, but investors should be cautious of execution risks and market valuations.
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H
HDFC Mid Cap Fund(IDCW)
The HDFC Mid Cap Fund shows decent potential for growth but has some risks that need to be monitored.
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H
HDFC Mid Cap Fund(IDCW Reinvest)
The HDFC Mid Cap Fund shows decent potential for growth, but investors should be cautious of valuation and execution risks.
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H
HDFC Flexi Cap Fund(IDCW)
HDFC Flexi Cap Fund shows solid fundamentals and growth potential, making it a decent investment option.
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H
HDFC Flexi Cap Fund(IDCW-Reinv)
The HDFC Flexi Cap Fund shows decent potential with strong growth and profitability metrics, but investors should be cautious of execution risks.
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S
SBI Equity Hybrid Fund(IDCW-Payout)
The fund shows potential for moderate growth, but investors should be cautious of market volatility and execution risks.
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S
SBI Equity Hybrid Fund(IDCW)
The SBI Equity Hybrid Fund shows decent potential with consistent growth and a solid business model, though some risks in execution and governance should be monitored.
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K
Kotak Arbitrage Fund(M-IDCW Payout)
The Kotak Arbitrage Fund shows decent potential with stable growth and acceptable profitability, but faces challenges in competitive positioning and liquidity.
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K
Kotak Arbitrage Fund(M-IDCW)
The Kotak Arbitrage Fund shows decent potential with stable growth and profitability metrics, but some risks and valuation concerns remain.
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I
ICICI Pru Large Cap Fund(IDCW-Payout)
The fund shows decent potential with a balanced approach to growth and profitability, but some risks remain in execution and market sentiment.
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I
ICICI Pru Large Cap Fund(IDCW)
The ICICI Pru Large Cap Fund shows decent potential with consistent growth and profitability metrics, but investors should be cautious of execution risks.
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I
ICICI Pru Balanced Advantage Fund(M-IDCW Payout)
The fund shows decent potential with a balanced approach to growth and risk management.
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I
ICICI Pru Balanced Advantage Fund(IDCW-Payout)
The fund shows decent potential with stable growth and profitability metrics, but some risks in execution and governance need attention.
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I
ICICI Pru Balanced Advantage Fund(M-IDCW)
The fund shows decent potential with a balanced approach to growth and risk, but investors should remain cautious of execution risks.
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I
ICICI Pru Balanced Advantage Fund(IDCW)
The fund shows a decent overall performance with good growth potential, but some risks need to be monitored.
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N
Nippon India Small Cap Fund(IDCW)
The fund shows potential for growth but comes with significant risks associated with small cap investments.
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Business Overview
HDFC Balanced Advantage Fund (IDCW) is a dynamic mutual fund designed to provide investors with a balanced approach to wealth creation. It is ideal for those seeking a blend of equity and debt exposure, catering to both conservative and aggressive investors. This fund adjusts its asset allocation based on market conditions, aiming to optimize returns while managing risk. Its professional management and strategic investment approach make it a compelling choice for long-term financial goals.
- Dynamic asset allocation between equity and debt
- Ideal for risk-averse and aggressive investors
- Managed by seasoned professionals
- Focuses on long-term wealth creation
- Regular income through dividend options
Investment Thesis
HDFC Balanced Advantage Fund stands out due to its strong promoter credibility, robust digital services growth potential, and attractive valuation compared to peers. This combination positions it as a compelling investment for retail investors seeking stability and growth in a volatile market.
- Backed by HDFC's strong reputation and extensive experience in asset management.
- Significant growth potential in digital services, catering to a tech-savvy investor base.
- Valuation metrics indicate it is attractively priced compared to industry peers.
- Diversified investment strategy mitigates risks while aiming for consistent returns.
- Ideal for investors looking for a balanced approach in their portfolio.
Peer Perspective
HDFC Balanced Advantage Fund trades at a slight premium compared to peers like ICICI Prudential Balanced Advantage Fund and SBI Balanced Advantage Fund. A rerating could occur with improved margin stability and consistent growth in assets under management.
📊 Stock Investment Checklist (100 Points)
HDFC Balanced Advantage Fund(IDCW) • Updated: 2025-10-01 06:00:16
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10BusinessHighThe fund operates in a future-ready sector with a diversified investment strategy.
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10GrowthHighConsistent revenue and profit growth observed over the past few years.
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10ProfitabilityHighStrong ROE and ROCE, with healthy operating cash flow.
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8ValuationHighValuation metrics are reasonable compared to peers.
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7BalanceHighDebt levels are manageable with adequate liquidity.
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6GovernanceGoodPromoter holding is stable, with good disclosure practices.
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5DriversGoodGrowth drivers are present, but execution risks exist.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The HDFC Balanced Advantage Fund shows a decent potential for growth with manageable risks, making it a reasonable investment option.