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SBI Balanced Advantage Fund(IDCW)

Ticker: mf14129
Decent 68/100

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S
SBI Balanced Advantage Fund(IDCW Payout)
Score 68/100 Decent
The SBI Balanced Advantage Fund shows decent potential with a balanced approach to growth and risk management.
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H
HDFC Small Cap Fund(IDCW-Reinv)
Score 68/100 Decent
The fund shows decent potential for growth but carries risks associated with small-cap investments.
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H
HDFC Small Cap Fund(IDCW)
Score 72/100 Decent
The fund shows decent potential with consistent growth, but faces challenges in valuation and liquidity.
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H
HDFC Money Market Fund(W-IDCW Reinv)
Score 68/100 Decent
HDFC Money Market Fund shows decent stability and growth potential, but lacks significant catalysts for aggressive growth.
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H
HDFC Money Market Fund(DD-IDCW Reinv)
Score 73/100 Decent
HDFC Money Market Fund shows decent stability and moderate growth potential, but risks remain due to market conditions.
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H
HDFC Money Market Fund(W-IDCW)
Score 70/100 Decent
HDFC Money Market Fund shows decent stability and moderate growth potential, making it a reasonable choice for conservative investors.
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H
HDFC Corp Bond Fund(Q-IDCW Reinv)
Score 66/100 Decent
The fund shows decent stability and moderate growth potential, but faces challenges in profitability and liquidity.
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H
HDFC Corp Bond Fund(IDCW-Reinv)
Score 72/100 Decent
The fund shows decent potential but is hindered by inconsistent growth and moderate valuations.
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H
HDFC Corp Bond Fund(IDCW)
Score 72/100 Decent
The HDFC Corp Bond Fund shows decent potential with stable growth, but faces challenges in profitability and liquidity.
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H
HDFC Corp Bond Fund(Q-IDCW)
Score 72/100 Decent
The HDFC Corp Bond Fund shows decent fundamentals but faces challenges in growth and profitability.
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K
Kotak Money Market Fund(M-IDCW Payout)
Score 68/100 Decent
Kotak Money Market Fund shows decent stability and moderate growth potential, but faces challenges in profitability and liquidity.
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K
Kotak Money Market Fund(M-IDCW)
Score 72/100 Decent
The Kotak Money Market Fund shows decent stability and moderate growth potential, but lacks strong catalysts for significant appreciation.
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S
SBI Small Cap Fund(IDCW Payout)
Score 66/100 Decent
The SBI Small Cap Fund shows decent potential but is subject to market volatility and execution risks.
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S
SBI Small Cap Fund(IDCW)
Score 48/100 Risky
The SBI Small Cap Fund presents a risky investment opportunity with potential for growth but significant volatility and execution risks.
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M
Motilal Oswal Midcap Fund(IDCW)
Score 68/100 Decent
The fund shows decent growth potential but faces challenges in valuation and execution risks.
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A
Axis ELSS Tax Saver Fund(IDCW)
Score 68/100 Decent
The Axis ELSS Tax Saver Fund shows decent potential for growth with a solid foundation, but investors should be cautious of execution risks.
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Business Overview

SBI Balanced Advantage Fund (IDCW) is a dynamic investment solution designed to optimize returns while managing risk through a balanced portfolio of equity and debt. Ideal for investors seeking long-term capital appreciation with moderate risk, this fund adjusts its asset allocation based on market conditions. Its strategic approach makes it suitable for both seasoned investors and newcomers looking for a stable investment option. With the backing of SBI's trusted expertise, this fund aims to deliver consistent performance over time.

  • Dynamic asset allocation between equity and debt
  • Designed for long-term capital appreciation
  • Suitable for moderate risk investors
  • Backed by SBI's trusted financial expertise
  • Aims for consistent performance in varying market conditions

Investment Thesis

SBI Balanced Advantage Fund (IDCW) stands out due to its strong backing by the SBI Group, a trusted name in finance. The fund is well-positioned to leverage digital service growth, enhancing investor accessibility. Additionally, its attractive valuation compared to peers makes it a compelling choice for long-term investors seeking stability and growth.

  • Strong credibility from the SBI Group, ensuring trust and reliability.
  • Significant growth potential in digital services, catering to a tech-savvy investor base.
  • Attractive valuation compared to peer funds, offering better return prospects.
  • Balanced approach to risk and reward, ideal for conservative investors.
  • Consistent performance track record, reflecting effective fund management.
📊 Stock Investment Checklist (100 Points)
SBI Balanced Advantage Fund(IDCW) • Updated: 2025-10-01 15:24:03
  • 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.
  • 6
    Balance
    Good
    Debt levels are manageable with adequate liquidity.
  • 7
    Governance
    High
    Promoter holding is stable with minimal pledging.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks exist.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The SBI Balanced Advantage Fund shows decent potential with a balanced approach to growth and risk management.