Mirae Asset Balanced Advantage Fund
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Business Overview
Mirae Asset Balanced Advantage Fund is a dynamic investment solution designed for investors seeking a balanced approach to equity and debt. This fund is ideal for those looking to optimize returns while managing risk effectively. By adjusting its asset allocation based on market conditions, it aims to provide stability and growth over the long term. With a strong track record and professional management, this fund is a reliable choice for both new and seasoned investors.
- Dynamic asset allocation between equity and debt
- Ideal for risk-conscious investors
- Aims for long-term capital appreciation
- Managed by experienced professionals
- Strong historical performance track record
Investment Thesis
Mirae Asset Balanced Advantage Fund stands out due to its strong promoter credibility, robust digital services growth potential, and attractive valuation compared to peers. This fund offers a balanced approach to investment, making it a compelling choice for Indian retail investors seeking stability and growth.
- Strong backing from Mirae Asset, a reputable global investment firm.
- Significant growth potential in digital services, catering to evolving consumer needs.
- Attractive valuation metrics compared to industry peers, presenting a buying opportunity.
- Balanced portfolio strategy minimizes risk while maximizing returns.
- Proven track record of consistent performance and risk management.
Opportunity vs Risk
- Strong historical performance
- Diversified investment strategy
- Potential for capital appreciation
- Tax benefits on long-term gains
- Professional fund management
- Market volatility impact
- Interest rate fluctuations
- Economic downturns
- Management fees may reduce returns
- Limited liquidity in certain conditions
Peer Perspective
Mirae Asset Balanced Advantage Fund trades at a slight premium compared to peers like ICICI Prudential Balanced Advantage Fund and HDFC Balanced Advantage Fund. A rerating could occur if it maintains margin stability amidst market volatility.
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10BusinessHighBalanced advantage funds are positioned in a future-ready sector with a clear investment model.
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10GrowthHighConsistent revenue and profit growth observed over recent years.
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10ProfitabilityHighStrong ROE and ROCE metrics, with healthy operating cash flow.
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8ValuationHighValuation ratios are competitive compared to peers.
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7BalanceHighModerate debt levels and good liquidity position.
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6GovernanceGoodPromoter holding is stable with minimal pledging.
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5DriversGoodGrowth drivers are present, but execution risks exist.
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5TechnicalsGoodMarket sentiment is neutral with average liquidity.