ICICI Pru Balanced Advantage Fund(IDCW)
Ticker: mf14056
Decent
68/100
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ICICI Pru Multi-Asset Fund(IDCW-Payout)
The ICICI Pru Multi-Asset Fund shows decent potential with a balanced approach to growth and profitability, though some risks remain.
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ICICI Pru Multi-Asset Fund(IDCW)
The fund shows decent potential with a balanced approach to growth and risk management, but caution is advised due to execution risks.
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SBI Liquid Fund(W-IDCW Payout)
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SBI Liquid Fund(FN-IDCW Payout)
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SBI Liquid Fund(FN-IDCW)
SBI Liquid Fund shows decent stability but lacks strong growth catalysts. Investors should be cautious.
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SBI Liquid Fund(W-IDCW)
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SBI Liquid Fund(DD-IDCW)
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HDFC Liquid Fund(M-IDCW)
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HDFC Liquid Fund(M-IDCW Reinv)
HDFC Liquid Fund is a decent investment option with stable growth and profitability metrics.
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HDFC Liquid Fund(DD-IDCW)
HDFC Liquid Fund shows decent stability and growth potential, but faces challenges in profitability and valuation compared to peers.
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HDFC Liquid Fund(W-IDCW)
HDFC Liquid Fund presents a decent investment opportunity with stable growth and profitability metrics, though some risks and governance concerns should be monitored.
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Kotak Midcap Fund(IDCW Payout)
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Kotak Midcap Fund(IDCW)
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ICICI Pru Value Fund(IDCW-Payout)
ICICI Pru Value Fund shows decent potential with a balanced approach to growth and profitability, but investors should be cautious of execution risks and market sentiment.
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I
ICICI Pru Value Fund(IDCW)
The fund shows decent potential with stable growth and profitability metrics, but caution is advised due to some governance concerns and execution risks.
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Business Overview
ICICI Pru Balanced Advantage Fund (IDCW) is a dynamic mutual fund that balances equity and debt investments to optimize returns while managing risk. Ideal for investors seeking long-term capital appreciation with moderate risk, this fund adjusts its asset allocation based on market conditions. It matters because it offers a strategic approach to investing, catering to both conservative and aggressive investors. With a strong track record and professional management, it aims to deliver consistent performance.
- Dynamic asset allocation between equity and debt
- Ideal for long-term investors
- Managed by experienced professionals
- Aims for capital appreciation with reduced risk
- Suitable for both conservative and aggressive profiles
Investment Thesis
ICICI Pru Balanced Advantage Fund stands out due to its strong backing from the reputable ICICI Group, ensuring credibility and trust. The fund is well-positioned to capitalize on the growing digital services sector, enhancing its growth potential. Additionally, its attractive valuation relative to peers presents a compelling investment opportunity for retail investors seeking balanced growth.
- Strong promoter group with a solid track record enhances investor confidence.
- Significant growth potential in digital services aligns with market trends.
- Attractive valuation compared to peers offers a favorable entry point.
- Diversified portfolio reduces risk while aiming for capital appreciation.
- Consistent performance history reinforces its reliability as an investment choice.
Opportunity vs Risk
Opportunities
- Strong historical performance
- Diversified investment approach
- Potential for steady returns
- Growing demand for balanced funds
Risks ⚠️
- Market volatility impact
- Interest rate fluctuations
- Regulatory changes
- Performance may vary over time
Peer Perspective
ICICI Pru Balanced Advantage Fund trades at a slight premium compared to peers like HDFC Balanced Fund and SBI Balanced Advantage Fund. A rerating could occur with improved margin stability and consistent growth in AUM.
📊 Stock Investment Checklist (100 Points)
ICICI Pru Balanced Advantage Fund(IDCW) • Updated: 2025-10-01 03:09:45
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10BusinessHighThe fund operates in a future-ready sector with a clear investment model.
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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 minimal pledging.
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5DriversGoodGrowth catalysts 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 a decent overall performance with good growth potential, but some risks need to be monitored.