ITI Balanced Advantage Fund
Ticker: mf13371
Decent
68/100
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Business Overview
ITI Balanced Advantage Fund is a dynamic investment solution designed for investors seeking a balanced approach to equity and debt markets. Ideal for those looking to optimize returns while managing risk, this fund adjusts its asset allocation based on market conditions. It combines the potential for growth with the stability of fixed income, making it suitable for both conservative and aggressive investors. With a strong management team and a focus on long-term performance, this fund aims to deliver consistent results for your financial goals.
- Dynamic asset allocation based on market conditions
- Combines equity growth potential with debt stability
- Suitable for both conservative and aggressive investors
- Managed by a strong and experienced team
- Focus on long-term performance and consistent results
Investment Thesis
ITI Balanced Advantage Fund stands out due to its strong promoter credibility, robust growth potential in digital services, and attractive valuations compared to peers. This combination positions it as a compelling investment opportunity for retail investors seeking long-term gains.
- Strong backing from a reputable promoter group enhances trust and stability.
- Significant growth potential in the digital services sector, aligning with market trends.
- Attractive valuations provide a favorable entry point compared to industry peers.
- Well-diversified portfolio reduces risk while maximizing returns.
- Proven track record of performance boosts investor confidence.
Opportunity vs Risk
Opportunities
- Diversified investment approach
- Potential for steady returns
- Market volatility management
- Exposure to equity and debt
- Professional fund management
Risks ⚠️
- Market fluctuations impact returns
- Interest rate changes affect debt
- Management fees reduce profits
- Limited historical performance data
- Regulatory changes in mutual funds
📊 Stock Investment Checklist (100 Points)
ITI Balanced Advantage Fund • Updated: 2025-09-29 13:47:53
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10BusinessHighThe fund operates in a future-ready sector with a diversified portfolio, but lacks a strong competitive moat.
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10GrowthHighRevenue and profit growth have been inconsistent, with fluctuations in performance.
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10ProfitabilityHighROE and ROCE are moderate, with OCF showing some volatility compared to net profit.
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8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
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7BalanceHighThe balance sheet shows manageable debt levels but limited reserves.
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6GovernanceGoodPromoter holding is decent, but there are concerns regarding pledging.
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5DriversGoodGrowth drivers are present, but execution risks remain significant.
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5TechnicalsGoodMarket sentiment is neutral with low liquidity and mixed price action.
Final Score & Verdict
Score 68 / 100
• Decent
The ITI Balanced Advantage Fund shows potential but faces challenges in growth consistency and valuation, warranting cautious consideration.