Motilal Oswal Balanced Advantage Fund

Ticker: mf13106
Decent 68/100

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Business Overview

Motilal Oswal Balanced Advantage Fund is a dynamic investment solution designed for investors seeking capital appreciation with a balanced risk approach. Ideal for those looking to navigate market volatility, this fund strategically adjusts its equity and debt allocation based on market conditions. It matters because it offers a blend of growth potential and risk management, making it suitable for both conservative and aggressive investors. With a strong track record and experienced management, it aims to deliver consistent returns over the long term.

  • Dynamic asset allocation between equity and debt
  • Designed for long-term capital appreciation
  • Ideal for risk-averse and aggressive investors
  • Managed by experienced professionals
  • Focus on consistent returns and risk management

Opportunity vs Risk

Opportunities
  • Strong historical performance
  • Diversified investment strategy
  • Potential for market recovery
  • Expert fund management
Risks ⚠️
  • Market volatility impact
  • Interest rate fluctuations
  • Economic downturns
  • Regulatory changes
📊 Stock Investment Checklist (100 Points)
Motilal Oswal Balanced Advantage Fund • Updated: 2025-09-29 14:08:57
  • 10
    Business
    High
    The fund operates 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 above industry averages, with healthy cash flow.
  • 8
    Valuation
    High
    Valuation metrics are reasonable compared to peers.
  • 7
    Balance
    High
    Strong balance sheet with low debt levels.
  • 6
    Governance
    Good
    Promoter holding is stable with no significant pledging.
  • 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 68 / 100 • Decent
The fund shows a decent potential for growth with a solid foundation, but investors should remain cautious of execution risks.


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