Motilal Oswal Balanced Advantage Fund
Ticker: mf13106
Decent
68/100
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J
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W
WOC Large Cap Fund
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N
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L
LIC MF Flexi Cap Fund
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A
Axis Value Fund
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Nippon India Nifty 50 Value 20 Index Fund
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D
DSP US Specific Equity Omni FoF
The DSP US Specific Equity Omni FoF presents several risks with inconsistent growth and profitability metrics, making it a risky investment at this time.
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L
LIC MF Infra Fund
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E
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Fund
The fund offers stable returns but lacks significant growth potential and is sensitive to interest rate changes.
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Q
Quant Focused Fund
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C
Canara Rob Multi Asset Allocation Fund
The fund shows a decent potential for growth with manageable risks, making it a viable option for investors looking for diversified asset allocation.
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M
Motilal Oswal Nifty Smallcap 250 Index Fund
The fund shows potential for growth but carries risks associated with smallcap volatility and execution challenges.
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E
Edelweiss Focused Fund
The Edelweiss Focused Fund presents several risks with inconsistent growth and moderate profitability metrics, making it a risky investment at this time.
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B
Baroda BNP Paribas Innovation Fund
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Mirae Asset Diversified Equity Allocator Passive FOF
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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
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10BusinessHighThe fund operates in a future-ready sector with a clear investment model.
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10GrowthHighConsistent revenue and profit growth observed over the past few years.
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10ProfitabilityHighROE and ROCE are above industry averages, with healthy cash flow.
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8ValuationHighValuation metrics are reasonable compared to peers.
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7BalanceHighStrong balance sheet with low debt levels.
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6GovernanceGoodPromoter holding is stable with no significant pledging.
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5DriversGoodGrowth drivers are present, but execution risks remain.
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5TechnicalsGoodMarket 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.