SBI Balanced Advantage Fund
Ticker: mf12378
Decent
48/100
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H
HDFC Small Cap Fund
HDFC Small Cap Fund presents a decent investment opportunity with growth potential, but investors should be cautious of market volatility and execution risks.
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H
HDFC Money Market Fund
HDFC Money Market Fund shows decent stability but lacks strong growth drivers. It is suitable for conservative investors seeking low-risk options.
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H
HDFC Corp Bond Fund
HDFC Corp Bond Fund shows decent fundamentals but faces challenges in growth and market sentiment.
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K
Kotak Money Market Fund
Kotak Money Market Fund shows decent stability but lacks strong growth catalysts. Investors should be cautious.
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S
SBI Small Cap Fund
The SBI Small Cap Fund shows decent potential for growth, but investors should be cautious due to volatility and execution risks.
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M
Motilal Oswal Midcap Fund
The Motilal Oswal Midcap Fund shows decent potential for growth, but investors should be cautious of execution risks and market volatility.
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A
Axis ELSS Tax Saver Fund
The Axis ELSS Tax Saver Fund shows potential but faces challenges in profitability and execution risks. Investors should proceed with caution.
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I
ICICI Pru Corp Bond Fund
The fund shows decent potential but lacks strong growth drivers and has some risks associated with profitability and governance.
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S
SBI Large & Midcap Fund
The SBI Large & Midcap Fund shows decent potential with consistent growth and manageable risks, but investors should be cautious about execution risks and governance issues.
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A
Axis Large Cap Fund
The Axis Large Cap Fund shows decent potential with moderate risks. While it has a stable growth trajectory, concerns regarding profitability and valuation metrics warrant caution.
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I
ICICI Pru Equity-Arbitrage Fund
The ICICI Pru Equity-Arbitrage Fund shows decent potential with consistent growth and manageable risks, but it lacks a strong competitive edge.
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A
Axis Midcap Fund
The Axis Midcap Fund shows potential for growth with a decent score, but investors should be cautious of execution risks and market conditions.
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N
Nippon India Liquid Fund
Nippon India Liquid Fund shows decent potential with stable fundamentals, but investors should be cautious of market volatility and competition.
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S
SBI ELSS Tax Saver Fund
The SBI ELSS Tax Saver Fund shows potential but carries certain risks that need to be monitored closely.
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I
ICICI Pru India Opp Fund
The fund shows potential but faces challenges in profitability and execution risks. Caution is advised.
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A
Aditya Birla SL Large Cap Fund
The Aditya Birla SL Large Cap Fund shows potential but carries several risks that could affect performance. Investors should proceed with caution.
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Business Overview
SBI Balanced Advantage Fund is a dynamic investment solution designed to balance risk and returns by adjusting equity and debt allocations based on market conditions. Ideal for investors seeking long-term capital appreciation with a moderate risk profile, this fund offers a strategic approach to wealth creation. Its professional management and research-driven strategies aim to optimize performance while safeguarding against market volatility. With a focus on stability and growth, this fund is a compelling choice for both new and seasoned investors looking to enhance their portfolio.
- Dynamic asset allocation between equity and debt
- Ideal for moderate risk investors
- Professional management by experienced fund managers
- Research-driven strategies for optimal performance
- Focus on long-term capital appreciation
- Helps mitigate market volatility risks
Investment Thesis
SBI Balanced Advantage Fund stands out due to its strong backing from the SBI Group, a trusted name in Indian finance. The fund is well-positioned to capitalize on the growing digital services sector, enhancing its appeal. Additionally, its attractive valuation compared to peers makes it a compelling investment choice for retail investors seeking stability and growth.
- Strong promoter group: Backed by SBI, a leading financial institution in India.
- Digital services growth: Positioned to leverage the increasing shift towards digital investments.
- Attractive valuation: Offers competitive pricing compared to similar funds in the market.
- Diversified portfolio: Balances equity and debt for risk-adjusted returns.
- Proven track record: Consistent performance and management expertise enhance investor confidence.
📊 Stock Investment Checklist (100 Points)
SBI Balanced Advantage Fund • Updated: 2025-09-29 15:13:10
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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 healthy, but OCF is slightly lower than net profit.
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8ValuationHighValuation metrics are in line with peers, but P/E is on the higher side.
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7BalanceHighDebt levels are manageable, and liquidity is adequate.
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6GovernanceGoodPromoter holding is strong, but some concerns over 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 48 / 100
• Decent
The SBI Balanced Advantage Fund shows decent potential with a balanced approach to growth and risk, but investors should remain cautious of execution risks.