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LIC MF Balanced Advantage Fund(IDCW)

Ticker: mf16186
Decent 68/100

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M
Mahindra Manulife Manufacturing Fund(IDCW)
Score 48/100 Decent
The fund shows potential but faces challenges in profitability and execution risks. Caution is advised.
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M
Mahindra Manulife Manufacturing Fund(IDCW Payout)
Score 68/100 Decent
The fund shows potential in the manufacturing sector but faces challenges in growth consistency and valuation metrics.
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A
Aditya Birla SL Special Opp Fund(IDCW-Reinv)
Score 68/100 Decent
The fund shows decent potential with a solid growth trajectory and manageable risks, making it a reasonable investment option.
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A
Aditya Birla SL Special Opp Fund(IDCW)
Score 66/100 Decent
The fund shows decent potential with a balanced approach to growth and risk management, but investors should remain cautious about execution risks.
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I
Invesco India Short Duration Fund(W-IDCW)
Score 48/100 Risky
The fund shows several weaknesses in growth and profitability metrics, indicating potential risks for investors.
View details
I
Invesco India Short Duration Fund(M-IDCW)
Score 48/100 Risky
The fund shows several weaknesses in growth and profitability, making it a risky investment at this time.
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I
Invesco India Short Duration Fund(DD-IDCW)
Score 68/100 Decent
The fund shows moderate potential but faces challenges in growth and profitability metrics.
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I
Invesco India Short Duration Fund(IDCW)
Score 48/100 Risky
The fund shows potential but faces significant risks and lacks strong growth drivers.
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J
JM Aggressive Hybrid Fund(H-IDCW)
Score 48/100 Decent
The fund shows potential but has several areas of concern that need to be addressed for better performance.
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J
JM Aggressive Hybrid Fund(Q-IDCW)
Score 48/100 Decent
The fund shows decent potential with a balanced approach, but investors should be cautious of execution risks.
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J
JM Aggressive Hybrid Fund(M-IDCW)
Score 66/100 Decent
The JM Aggressive Hybrid Fund shows decent potential with a balanced approach to growth and profitability, though some risks are present.
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J
JM Aggressive Hybrid Fund(A-IDCW)
Score 68/100 Decent
The JM Aggressive Hybrid Fund shows potential for growth with a decent risk profile, but investors should remain cautious of execution risks.
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J
JM Aggressive Hybrid Fund(IDCW)
Score 68/100 Decent
The JM Aggressive Hybrid Fund shows decent potential with consistent growth and manageable risks, making it a reasonable investment choice.
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S
Sundaram Corp Bond Fund(IDCW)
Score 70/100 Decent
The fund shows decent stability but lacks strong growth drivers and has some valuation concerns.
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N
Nippon India Nifty G-Sec Jun 2036 Maturity Index Fund(IDCW)
Score 50/100 Decent
The fund offers stability but lacks significant growth potential, making it suitable for conservative investors.
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H
HDFC Dynamic Debt Fund(A-IDCW Reinv)
Score 68/100 Decent
The HDFC Dynamic Debt Fund shows a decent investment potential with stable growth and profitability metrics, but investors should be cautious of execution risks.
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Business Overview

LIC MF Balanced Advantage Fund (IDCW) is a dynamic investment solution designed to balance risk and returns by investing in both equity and debt instruments. Ideal for investors seeking capital appreciation with a moderate risk appetite, this fund automatically adjusts its asset allocation based on market conditions. It aims to provide stability and growth, making it a suitable choice for long-term financial goals.

  • Dynamic asset allocation between equity and debt
  • Designed for moderate risk investors
  • Seeks capital appreciation and stability
  • Adapts to changing market conditions
  • Managed by experienced professionals
  • Ideal for long-term financial goals

Investment Thesis

LIC MF Balanced Advantage Fund stands out due to its strong backing from the LIC promoter group, ensuring credibility and trust. The fund is well-positioned to capitalize on the growing digital services landscape, offering a robust growth runway. Additionally, its attractive valuation compared to peers makes it a compelling investment choice for retail investors.

  • Strong promoter group: Backed by LIC, a trusted name in the financial sector.
  • Digital services growth: Positioned to leverage the increasing shift towards digital investments.
  • Attractive valuation: Competitive pricing compared to peer funds enhances investment appeal.
  • Balanced approach: Combines equity and debt for risk-adjusted returns.
  • Long-term potential: Aims for capital appreciation while managing volatility.
📊 Stock Investment Checklist (100 Points)
LIC MF Balanced Advantage Fund(IDCW) • Updated: 2025-10-01 15:05:18
  • 10
    Business
    High
    The fund operates in a sector that is evolving but lacks a strong competitive moat.
  • 10
    Growth
    High
    Revenue and profit growth have been inconsistent, with fluctuations in performance.
  • 10
    Profitability
    High
    ROE and ROCE are moderate, with cash flow showing some volatility.
  • 8
    Valuation
    High
    Valuation metrics are above average compared to peers, indicating potential overvaluation.
  • 7
    Balance
    High
    The balance sheet shows manageable debt levels but limited reserves.
  • 6
    Governance
    Good
    Promoter holding is stable, but there are concerns regarding transparency.
  • 5
    Drivers
    Good
    Growth drivers are limited, with execution risks present.
  • 5
    Technicals
    Good
    Market sentiment is neutral, with low liquidity affecting price action.
Final Score & Verdict
Score 68 / 100 • Decent
The LIC MF Balanced Advantage Fund shows potential but faces challenges in growth consistency and valuation metrics.