ICICI Pru Balanced Advantage Fund
Ticker: mf12352
Decent
68/100
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N
Nippon India Small Cap Fund
The Nippon India Small Cap Fund shows potential for growth but comes with inherent risks typical of small-cap investments.
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I
ICICI Pru Multi-Asset Fund
ICICI Pru Multi-Asset Fund shows a decent investment opportunity with solid fundamentals and growth potential, but investors should remain cautious of execution risks.
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S
SBI Liquid Fund
The SBI Liquid Fund shows decent fundamentals but faces challenges in growth and market sentiment.
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H
HDFC Liquid Fund
HDFC Liquid Fund presents a decent investment opportunity with stable growth and a solid balance sheet, but potential risks in execution and governance should be monitored.
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K
Kotak Midcap Fund
The Kotak Midcap Fund shows decent potential with consistent growth and profitability metrics, but caution is advised due to valuation and execution risks.
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I
ICICI Pru Value Fund
ICICI Pru Value Fund shows potential but has several areas of concern that warrant caution.
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K
Kotak Flexicap Fund
The Kotak Flexicap Fund shows decent potential with a solid growth trajectory and reasonable valuations, but investors should remain cautious of execution risks.
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S
SBI Large Cap Fund
The SBI Large Cap Fund shows decent potential with consistent growth and manageable risks, making it a reasonable investment option.
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I
ICICI Pru Liquid Fund
ICICI Pru Liquid Fund shows decent potential but is not without its risks. Investors should weigh the moderate growth and profitability against the existing risks.
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A
Aditya Birla SL Liquid Fund
The fund shows decent fundamentals but faces challenges in growth and profitability.
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S
SBI Contra Fund
The SBI Contra Fund shows potential but faces challenges in profitability and valuation metrics. Investors should proceed with caution.
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N
Nippon India Multi Cap Fund
The Nippon India Multi Cap Fund shows decent potential with stable growth and profitability metrics, but faces some risks and competitive pressures.
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N
Nippon India Large Cap Fund
The Nippon India Large Cap Fund shows decent potential with consistent growth and profitability, but valuation concerns and execution risks should be monitored.
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I
ICICI Pru Equity & Debt Fund
The fund shows decent potential with a stable growth trajectory and manageable risks.
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S
SBI Arbitrage Opportunities Fund
The SBI Arbitrage Opportunities Fund shows potential but faces challenges in growth consistency and market sentiment.
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T
Tata Money Market Fund
The Tata Money Market Fund presents a risky investment opportunity with moderate growth potential but significant execution risks.
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Business Overview
ICICI Pru Balanced Advantage Fund is a dynamic investment solution designed to balance risk and return by investing in a mix of equity and debt. Ideal for investors seeking long-term capital appreciation with moderate risk, this fund adjusts its asset allocation based on market conditions. It aims to provide stability during market volatility while capitalizing on growth opportunities. With a strong track record and experienced management, this fund is a reliable choice for both new and seasoned investors looking to enhance their portfolio.
- Dynamic asset allocation between equity and debt
- Ideal for moderate risk investors
- Aims for long-term capital appreciation
- Strong track record and experienced management
- Provides stability during market volatility
Investment Thesis
ICICI Pru Balanced Advantage Fund stands out due to its strong promoter credibility, robust digital services growth potential, and attractive valuation compared to peers. This fund is well-positioned to capitalize on market opportunities, making it a compelling choice for Indian retail investors seeking balanced risk and return.
- Backed by the reputable ICICI Group, ensuring trust and stability.
- Significant focus on digital services, enhancing customer engagement and accessibility.
- Attractive valuation metrics compared to industry peers, offering potential for higher returns.
- Diversified portfolio strategy aimed at mitigating risks while maximizing growth.
- Strong historical performance, reflecting effective fund management and strategy.
Opportunity vs Risk
Opportunities
- Strong long-term performance history
- Diverse investment portfolio
- Potential for capital appreciation
- Tax-efficient investment option
Risks ⚠️
- Market volatility impact
- Interest rate fluctuations
- Regulatory changes
- Management performance variability
Peer Perspective
ICICI Pru Balanced Advantage Fund trades at a slight premium compared to HDFC Balanced Fund and SBI Balanced Fund, necessitating consistent margin stability for a potential rerating in the competitive balanced fund space.
📊 Stock Investment Checklist (100 Points)
ICICI Pru Balanced Advantage Fund • Updated: 2025-09-29 13:36:10
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10BusinessHighThe fund operates in a future-ready sector with a diversified portfolio.
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10GrowthHighConsistent revenue and profit growth observed over the past few years.
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10ProfitabilityHighROE and ROCE are above industry averages, but OCF shows some volatility.
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8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
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7BalanceHighDebt levels are manageable, but liquidity could be improved.
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6GovernanceGoodPromoter holding is strong, but there are minor concerns regarding disclosures.
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5DriversGoodGrowth drivers are present, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The fund shows decent potential with consistent growth and profitability metrics, but caution is advised due to valuation concerns and execution risks.