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Mirae Asset Balanced Advantage Fund(IDCW)

Ticker: mf15587
Decent 66/100

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The Kotak Multi Asset Omni FOF shows decent potential with moderate growth and profitability metrics, but faces challenges in valuation and execution risks.
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Kotak Multi Asset Omni FOF(IDCW)
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The Kotak Multi Asset Omni FOF shows decent potential but carries some risks that investors should consider.
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HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund(IDCW)
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HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund(IDCW Payout)
Score 68/100 Decent
The fund shows decent potential with stable growth and profitability metrics, but faces some execution risks and governance concerns.
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Nippon India Gilt Fund-AARO
Score 68/100 Decent
The fund shows decent potential but faces challenges in growth and profitability.
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Nippon India Gilt Fund-ACAPO
Score 68/100 Decent
The fund shows decent potential but faces challenges in profitability and growth drivers.
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Nippon India Gilt Fund(M-IDCW)
Score 66/100 Decent
The Nippon India Gilt Fund shows a decent overall score with stable growth and profitability metrics, making it a reasonable investment option.
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I
ICICI Pru BSE Sensex Index Fund(IDCW-Payout)
Score 70/100 Decent
The ICICI Pru BSE Sensex Index Fund shows a decent overall score, indicating a stable investment option with moderate growth potential.
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ICICI Pru BSE Sensex Index Fund(IDCW)
Score 68/100 Decent
The ICICI Pru BSE Sensex Index Fund shows decent potential for investors seeking exposure to the Indian equity market, with a strong underlying index and reasonable growth prospects.
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M
Mirae Asset Low Duration Fund(DD-IDCW)
Score 68/100 Decent
The Mirae Asset Low Duration Fund shows decent potential with stable growth and a solid balance sheet, but faces challenges in profitability and governance transparency.
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M
Mirae Asset Low Duration Fund(Q-IDCW)
Score 68/100 Decent
The fund shows decent potential but faces challenges in profitability and market sentiment.
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M
Mirae Asset Low Duration Fund(W-IDCW)
Score 68/100 Decent
The Mirae Asset Low Duration Fund shows decent potential with stable growth and profitability metrics, making it a reasonable investment choice.
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M
Mirae Asset Low Duration Fund(M-IDCW)
Score 70/100 Decent
The Mirae Asset Low Duration Fund shows decent fundamentals but faces challenges in profitability and growth drivers. It is suitable for conservative investors seeking stability.
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N
Nippon India Nifty Midcap 150 Index Fund(IDCW)
Score 58/100 Decent
The fund shows decent potential but is not without risks, particularly in governance and technicals.
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SBI Magnum Constant Maturity Fund(IDCW-Payout)
Score 68/100 Decent
The fund shows decent potential with stable growth and profitability metrics, but some risks in governance and execution need to be monitored.
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Business Overview

Mirae Asset Balanced Advantage Fund (IDCW) is a dynamic investment solution designed to balance risk and returns by investing in a mix of equity and debt. Ideal for investors seeking capital appreciation with moderate risk, this fund adjusts its asset allocation based on market conditions. It aims to provide stability during market volatility while capitalizing on growth opportunities. With a professional management team and a disciplined approach, this fund is a reliable choice for long-term wealth creation.

  • Dynamic asset allocation between equity and debt
  • Ideal for moderate-risk investors
  • Seeks capital appreciation and stability
  • Professional management for informed decisions
  • Aims to navigate market volatility effectively

Investment Thesis

Mirae Asset Balanced Advantage Fund stands out due to its robust promoter credibility, strong digital services growth potential, and attractive valuations compared to peers. This combination positions it as a compelling investment opportunity for retail investors seeking stability and growth in a dynamic market.

  • Strong backing from Mirae Asset, a reputable global financial services group.
  • Significant growth in digital services, enhancing fund accessibility and investor engagement.
  • Attractive valuation metrics compared to industry peers, offering potential for upside.
  • Diversified investment strategy that balances risk and return effectively.
  • Proven track record of performance, instilling confidence among investors.

Opportunity vs Risk

Opportunities
  • Diversified investment approach
  • Potential for steady returns
  • Tax-efficient growth options
  • Access to equity and debt markets
  • Professional fund management
Risks ⚠️
  • Market volatility impacts returns
  • Interest rate fluctuations
  • Management fees reduce profits
  • Limited historical performance data
  • Economic downturns affect investments

Peer Perspective

Mirae Asset Balanced Advantage Fund trades at a slight premium compared to peers like HDFC Balanced Fund and ICICI Prudential Balanced Fund. A rerating may occur if it demonstrates consistent margin stability and improved growth metrics.
📊 Stock Investment Checklist (100 Points)
Mirae Asset Balanced Advantage Fund(IDCW) • Updated: 2025-10-01 06:37:27
  • 10
    Business
    High
    Balanced advantage funds are positioned in a future-ready sector with a clear investment model.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed over the past few years.
  • 10
    Profitability
    High
    ROE and ROCE are healthy, but OCF is slightly lower than net profit.
  • 8
    Valuation
    High
    Valuation metrics are reasonable compared to peers.
  • 7
    Balance
    High
    Debt levels are manageable with good liquidity.
  • 6
    Governance
    Good
    Promoter holding is strong, but some pledging exists.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 66 / 100 • Decent
The fund shows decent potential with a balanced approach to risk and growth, but investors should remain cautious of execution risks.