Shriram Balanced Advantage Fund(IDCW)

Ticker: mf17533
Decent 68/100

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Business Overview

Shriram Balanced Advantage Fund (IDCW) is a dynamic investment solution designed for investors seeking a balanced approach to equity and debt. This fund is ideal for those looking to optimize returns while managing risk through strategic asset allocation. With a focus on capital appreciation and income generation, it adapts to market conditions, making it suitable for both conservative and aggressive investors. The fund's professional management and disciplined investment strategy ensure a robust portfolio that aligns with your financial goals.

  • Dynamic asset allocation between equity and debt
  • Ideal for risk-conscious and aggressive investors
  • Professional management by experienced fund managers
  • Focus on capital appreciation and income generation
  • Adapts to changing market conditions
  • Aims to provide long-term wealth creation

Investment Thesis

Shriram Balanced Advantage Fund stands out due to its strong promoter credibility and robust digital services growth potential. With attractive valuations compared to peers, it presents a compelling investment opportunity for retail investors seeking stability and growth in their portfolios.

  • Strong backing from the reputable Shriram Group enhances investor confidence.
  • Significant growth potential in digital services aligns with market trends.
  • Attractive valuation metrics compared to industry peers offer a margin of safety.
  • Diversified investment strategy mitigates risks while optimizing returns.
  • Proven track record of consistent performance supports long-term investment viability.
📊 Stock Investment Checklist (100 Points)
Shriram Balanced Advantage Fund(IDCW) • Updated: 2025-10-01 07:18:05
  • 10
    Business
    High
    The fund operates in a sector that is adapting to changing market dynamics, but lacks a significant competitive moat.
  • 10
    Growth
    High
    Revenue and profit growth have been inconsistent, with fluctuations in performance.
  • 10
    Profitability
    High
    ROE and ROCE are average, with operating cash flow not consistently exceeding net profit.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers, indicating potential overvaluation.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 6
    Governance
    Good
    Promoter holding is stable, but there are some concerns regarding disclosures.
  • 5
    Drivers
    Good
    Growth drivers are limited, with execution risks present in the current strategy.
  • 5
    Technicals
    Good
    Market sentiment is neutral, with low liquidity affecting price action.
Final Score & Verdict
Score 68 / 100 • Decent
The Shriram Balanced Advantage Fund shows potential but faces challenges in growth consistency and valuation. Investors should proceed with caution.