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ICICI Pru Balanced Advantage Fund(M-IDCW)

Ticker: mf14055
Decent 66/100

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I
ICICI Pru Balanced Advantage Fund(IDCW)
Score 68/100 Decent
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)
Score 68/100 Decent
The fund shows potential for growth but comes with significant risks associated with small cap investments.
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I
ICICI Pru Multi-Asset Fund(IDCW-Payout)
Score 68/100 Decent
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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I
ICICI Pru Multi-Asset Fund(IDCW)
Score 48/100 Decent
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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S
SBI Liquid Fund(W-IDCW Payout)
Score 68/100 Decent
The SBI Liquid Fund presents a decent investment opportunity with stable growth and profitability metrics, though some execution risks should be monitored.
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S
SBI Liquid Fund(FN-IDCW Payout)
Score 70/100 Decent
The SBI Liquid Fund shows decent potential with stable growth and profitability metrics, but faces some execution risks.
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S
SBI Liquid Fund(FN-IDCW)
Score 70/100 Decent
SBI Liquid Fund shows decent stability but lacks strong growth catalysts. Investors should be cautious.
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S
SBI Liquid Fund(W-IDCW)
Score 68/100 Decent
The SBI Liquid Fund presents a decent investment opportunity with stable growth and manageable risks, but investors should be cautious of execution risks and governance issues.
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S
SBI Liquid Fund(DD-IDCW)
Score 73/100 Decent
The SBI Liquid Fund shows decent performance with stable growth prospects, but faces challenges in profitability and market sentiment.
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H
HDFC Liquid Fund(M-IDCW)
Score 70/100 Decent
HDFC Liquid Fund presents a decent investment opportunity with stable growth and profitability metrics, though it faces some execution risks and lacks strong growth drivers.
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H
HDFC Liquid Fund(M-IDCW Reinv)
Score 68/100 Decent
HDFC Liquid Fund is a decent investment option with stable growth and profitability metrics.
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H
HDFC Liquid Fund(DD-IDCW)
Score 72/100 Decent
HDFC Liquid Fund shows decent stability and growth potential, but faces challenges in profitability and valuation compared to peers.
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H
HDFC Liquid Fund(W-IDCW)
Score 70/100 Decent
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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K
Kotak Midcap Fund(IDCW Payout)
Score 68/100 Decent
The Kotak Midcap Fund shows decent potential for growth, but investors should be cautious due to volatility in profitability and execution risks.
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K
Kotak Midcap Fund(IDCW)
Score 68/100 Decent
The Kotak Midcap Fund shows decent potential with consistent growth and profitability metrics, but faces some valuation concerns and execution risks.
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I
ICICI Pru Value Fund(IDCW-Payout)
Score 68/100 Decent
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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Business Overview

ICICI Pru Balanced Advantage Fund (M-IDCW) is a dynamic investment solution designed for investors seeking balanced growth with moderate risk. It intelligently adjusts equity and debt allocations based on market conditions, making it suitable for both conservative and aggressive investors. This fund aims to provide capital appreciation while managing volatility, making it a smart choice for long-term wealth creation. With a strong track record and professional management, it stands out as a reliable option for those looking to enhance their investment portfolio.

  • Dynamic asset allocation between equity and debt
  • Suitable for both conservative and aggressive investors
  • Aims for capital appreciation with managed risk
  • Strong track record and professional management
  • Ideal for long-term wealth creation
  • Regular income through dividend options

Opportunity vs Risk

Opportunities
  • Strong brand reputation
  • Diversified investment portfolio
  • Potential for steady returns
  • Growing demand for balanced funds
Risks ⚠️
  • Market volatility impact
  • Interest rate fluctuations
  • Regulatory changes
  • Performance dependent on equity markets

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 if it demonstrates consistent margin stability and growth acceleration.
📊 Stock Investment Checklist (100 Points)
ICICI Pru Balanced Advantage Fund(M-IDCW) • Updated: 2025-10-01 03:10:00
  • 10
    Business
    High
    The fund operates in a future-ready sector with a clear investment model.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed over the past few years.
  • 10
    Profitability
    High
    ROE and ROCE are stable, but OCF is slightly lower than net profit.
  • 8
    Valuation
    High
    P/E and P/B ratios are competitive compared to peers.
  • 7
    Balance
    High
    Debt levels are manageable with adequate liquidity.
  • 6
    Governance
    Good
    Promoter holding is strong, but some pledging exists.
  • 5
    Drivers
    Good
    Growth catalysts are present, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 66 / 100 • Decent
The fund shows decent potential with a balanced approach to growth and risk, but investors should remain cautious of execution risks.