ITI Balanced Advantage Fund(IDCW)

ITI Balanced Advantage Fund (IDCW) is a dynamic investment solution designed to cater to both conservative and aggressive investors. By balancing equity and debt, it aims to optimize returns while managing risk effectively. This fund is ideal for those seeking long-term capital appreciation with a moderate risk appetite. It matters because it adapts to market conditions, ensuring your investments are aligned with changing economic scenarios.

Dynamic asset allocation for optimal returns
Suitable for conservative and aggressive investors
Focus on long-term capital appreciation
Risk management through balanced exposure
Adaptable to changing market conditions

Investment Thesis

ITI Balanced Advantage Fund (IDCW) stands out due to its strong promoter credibility, positioning it as a reliable investment choice. The fund is poised to benefit from the burgeoning growth in digital services, providing a robust growth runway. Additionally, its attractive valuation compared to peers makes it an appealing option for retail investors seeking long-term gains.

Strong promoter group enhances credibility and trust.
Significant growth potential in the digital services sector.
Attractive valuation compared to industry peers.
Balanced approach mitigates risks while targeting growth.
Ideal for retail investors looking for stability and returns.

Opportunity vs Risk

Opportunities

Diversified portfolio for balanced growth
Potential for steady income generation
Invests in both equity and debt
Professional management of funds
Tax benefits on long-term investments

Risks ⚠️

Market volatility affecting returns
Interest rate fluctuations impact debt
Management fees may reduce gains
Limited historical performance data
Economic downturns can affect stability

📊 Stock Investment Checklist (100 Points)

ITI Balanced Advantage Fund(IDCW) • Updated: 2025-10-01 06:22:42

10

Business
High

The fund is positioned in a future-ready sector with a clear investment model.
10

Growth
High

Consistent revenue growth observed, but profit growth has been variable.
10

Profitability
High

ROE and ROCE are acceptable, but OCF is inconsistent compared to net profit.
8

Valuation
High

Valuation metrics are slightly above peers, indicating potential overvaluation.
7

Balance
High

Debt levels are manageable, but liquidity could be improved.
6

Governance
Good

Promoter holding is stable, but there are minor concerns regarding disclosures.
5

Drivers
Good

Growth drivers are present, but execution risks remain a concern.
5

Technicals
Good

Market sentiment is neutral with moderate liquidity.

Final Score & Verdict

Score 56 / 100 • Decent

The fund shows potential with a decent score, but investors should be cautious of profitability inconsistencies and execution risks.