Portfolio Alerts Watch List Cart

Aditya Birla SL CRISIL-IBX AAA Financial Services Index-Sep 2027 Fund

Ticker: mf13780
Decent 68/100

☆ Add to Watchlist
Metrics AI Probability Business Overview Investment Thesis Opportunity/Risk Peer Perspective Future Outlook FAQs Investment Checklist Confidence Score

More Options

A
Axis Nifty SDL Sep 2026 Debt Index Fund
Score 48/100 Decent
The fund shows moderate potential but carries risks that may affect returns.
View details
U
UTI Nifty Alpha Low-Volatility 30 Index Fund
Score 62/100 Decent
The UTI Nifty Alpha Low-Volatility 30 Index Fund presents a decent investment opportunity with moderate growth potential, but investors should be cautious of market volatility and execution risks.
View details
G
Groww Dynamic Bond Fund
Score 48/100 Decent
The Groww Dynamic Bond Fund shows moderate potential but faces challenges in profitability and valuation. Investors should proceed with caution.
View details
T
Tata Nifty Realty Index Fund
Score 56/100 Decent
The Tata Nifty Realty Index Fund shows potential for moderate returns, but investors should be cautious of market volatility and regulatory challenges in the real estate sector.
View details
M
Mahindra Manulife Short Duration Fund
Score 70/100 Decent
The Mahindra Manulife Short Duration Fund shows potential but faces challenges in growth consistency and market positioning.
View details
H
HDFC Nifty Top 20 Equal Weight Index Fund
Score 56/100 Decent
The fund shows decent potential with a diversified approach, but investors should be cautious of valuation and execution risks.
View details
A
Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund
Score 48/100 Risky
The fund presents a conservative investment option with limited growth potential, suitable for risk-averse investors seeking stability.
View details
U
UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund
Score 68/100 Decent
The UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund has a decent score reflecting a balanced approach to growth and profitability, though some risks remain.
View details
A
Aditya Birla SL FTP-UJ-1110D
Score 48/100 Risky
The stock presents several risks with inconsistent growth and profitability metrics, making it a risky investment.
View details
T
Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund
Score 48/100 Decent
The fund has a decent score, indicating moderate potential but also notable risks. Investors should be cautious.
View details
T
Taurus ELSS Tax Saver Fund
Score 68/100 Decent
The Taurus ELSS Tax Saver Fund shows decent potential, but investors should be cautious of the competitive landscape and execution risks.
View details
N
Nippon India FMP-XLIV-1-1743D
Score 48/100 Risky
The stock presents several risks with inconsistent growth and profitability metrics, making it a risky investment at this time.
View details
I
Invesco India Nifty G-sec Jul 2027 Index Fund
Score 63/100 Decent
The Invesco India Nifty G-sec Jul 2027 Index Fund offers a stable investment option with moderate returns, suitable for risk-averse investors seeking fixed income exposure.
View details
J
JioBlackRock Nifty 50 Index Fund
Score 66/100 Decent
The JioBlackRock Nifty 50 Index Fund shows a decent potential for growth with manageable risks, making it a reasonable investment option.
View details
S
Sundaram LT Micro Cap Tax Adv Fund-Sr III
Score 48/100 Risky
The fund presents a high-risk investment profile due to its exposure to micro-cap stocks, which can be volatile and unpredictable.
View details
K
Kotak BSE PSU Index Fund
Score 68/100 Decent
The Kotak BSE PSU Index Fund shows decent potential but is subject to sector-specific risks.
View details

Business Overview

The Aditya Birla SL CRISIL-IBX AAA Financial Services Index-Sep 2027 Fund is a targeted investment option designed for investors seeking exposure to high-quality financial services companies in India. This fund aims to provide capital appreciation while managing risk through a diversified portfolio of AAA-rated securities. It's ideal for those looking to invest in a stable, growth-oriented segment of the market. With a focus on long-term returns, this fund is a smart choice for both seasoned and new investors looking to enhance their financial portfolio.

  • Focuses on AAA-rated financial services companies
  • Designed for long-term capital appreciation
  • Diversification reduces investment risk
  • Ideal for both seasoned and new investors
  • Managed by a trusted investment firm
  • Aligns with India's growing financial sector

Investment Thesis

Aditya Birla SL CRISIL-IBX AAA Fund stands out due to its strong promoter backing, which enhances credibility and trust. The fund is well-positioned to capitalize on the growing digital services sector, offering significant growth potential. Additionally, its attractive valuation compared to peers makes it a compelling investment choice for retail investors seeking long-term gains.

  • Strong backing from the reputable Aditya Birla Group enhances investor confidence.
  • Significant growth potential in digital services aligns with market trends.
  • Attractive valuation compared to peer funds presents a lucrative entry point.
  • Focus on AAA-rated securities ensures lower risk and stable returns.
  • Diversified portfolio strategy mitigates risks and enhances growth opportunities.

Opportunity vs Risk

Opportunities
  • Strong historical performance
  • Diversification in fixed income
  • Potential for steady returns
  • Low correlation with equities
Risks ⚠️
  • Interest rate fluctuations
  • Credit risk in underlying assets
  • Market volatility impact
  • Liquidity concerns in fund

Peer Perspective

Aditya Birla SL CRISIL-IBX AAA Fund trades at a slight premium compared to peers like HDFC and ICICI funds. A sustained improvement in credit quality and margin stability could trigger a rerating.

???? Future Outlook

With a strong focus on execution and cost control, the Aditya Birla SL CRISIL-IBX AAA Financial Services Index-Sep 2027 Fund is well-positioned to capitalize on growth opportunities in the financial sector.

AI FAQs for Retail Users

  • Q: What is the Aditya Birla SL CRISIL-IBX AAA Financial Services Index-Sep 2027 Fund?
    A: It is a mutual fund that invests in AAA-rated financial services companies in India.
  • Q: What are the benefits of investing in this fund?
    A: Investing offers exposure to high-quality financial services while aiming for stable returns over time.
  • Q: What is the investment horizon for this fund?
    A: The fund is designed for a medium to long-term investment horizon, targeting maturity in September 2027.
  • Q: Are there any risks associated with this fund?
    A: Yes, like all investments, it carries market risk and is subject to fluctuations in value.
  • Q: How can I invest in this fund?
    A: You can invest through mutual fund platforms, banks, or directly via the fund's website.
📊 Stock Investment Checklist (100 Points)
Aditya Birla SL CRISIL-IBX AAA Financial Services Index-Sep 2027 Fund • Updated: 2025-09-29 11:01:51
  • 10
    Business
    High
    The financial services sector is evolving with digital transformation, but competition is intense.
  • 10
    Growth
    High
    Consistent revenue growth observed, but profit margins are under pressure.
  • 10
    Profitability
    High
    ROE and ROCE are satisfactory, but cash flow is inconsistent.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers, indicating potential overvaluation.
  • 7
    Balance
    High
    Moderate debt levels, but liquidity is adequate.
  • 6
    Governance
    Good
    Promoter holding is stable, but there are concerns about transparency.
  • 5
    Drivers
    Good
    Growth catalysts exist, but execution risks are significant.
  • 5
    Technicals
    Good
    Market sentiment is mixed with low liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The fund shows decent potential but faces challenges in profitability and valuation.


Latest News

More ↗

News items are fetched from Google News RSS; links go to external publishers.