LIC MF Balanced Advantage Fund
Ticker: mf13182
Decent
68/100
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Business Overview
LIC MF Balanced Advantage Fund is a dynamic investment solution designed to balance risk and returns by adjusting equity and debt exposure based on market conditions. Ideal for investors seeking long-term capital appreciation with a moderate risk profile, this fund aims to provide stability and growth. Its strategic asset allocation helps navigate market volatility, making it suitable for both new and seasoned investors. With a strong backing from LIC, this fund stands out for its reliability and consistent performance.
- Dynamic asset allocation between equity and debt
- Suitable for moderate-risk investors
- Aims for long-term capital appreciation
- Helps navigate market volatility
- Strong backing from LIC ensures reliability
- Consistent performance track record
Investment Thesis
LIC MF Balanced Advantage Fund stands out due to its strong backing from LIC, a trusted name in the Indian financial sector. With a focus on digital services, it is well-positioned to capture growth in the evolving market. Additionally, its attractive valuation compared to peers enhances its appeal for retail investors seeking long-term gains.
- Strong promoter group: Backed by LIC, a leader in the insurance and financial services sector.
- Digital services growth: Positioned to leverage increasing digital adoption in investment management.
- Attractive valuation: Offers competitive pricing compared to peer funds, enhancing potential returns.
- Balanced approach: Combines equity and debt for risk mitigation and capital appreciation.
- Proven track record: Consistent performance history instills confidence among investors.
📊 Stock Investment Checklist (100 Points)
LIC MF Balanced Advantage Fund • Updated: 2025-09-29 16:13:59
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10BusinessHighThe fund operates in a sector that is adapting to changing market dynamics, but lacks a strong competitive moat.
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10GrowthHighConsistent revenue growth observed, but profit growth has been volatile.
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10ProfitabilityHighROE and ROCE are decent, but cash flow generation has been inconsistent.
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8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
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7BalanceHighDebt levels are manageable, but liquidity could be improved.
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6GovernanceGoodPromoter holding is stable, but there are concerns regarding transparency.
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5DriversGoodGrowth drivers exist, but execution risks are significant.
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5TechnicalsGoodMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The LIC MF Balanced Advantage Fund shows potential for moderate growth, but investors should be cautious due to volatility in profits and execution risks.