Shriram Balanced Advantage Fund(IDCW-Payout)

Ticker: mf17532
Decent 68/100

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Business Overview

Shriram Balanced Advantage Fund is a dynamic investment solution designed for investors seeking a balanced approach to equity and debt. This fund aims to optimize returns while managing risks, making it suitable for both conservative and aggressive investors. With a focus on long-term wealth creation, it adjusts its asset allocation based on market conditions. This fund is ideal for those looking to diversify their portfolio and achieve financial goals with professional management.

  • Dynamic asset allocation strategy
  • Balanced exposure to equity and debt
  • Suitable for conservative and aggressive investors
  • Focus on long-term wealth creation
  • Professional management for optimal returns

Investment Thesis

Shriram Balanced Advantage Fund stands out due to its robust promoter credibility, a strong focus on digital services, and attractive valuations compared to peers. This positions the fund for sustainable growth and makes it an appealing choice for Indian retail investors seeking stability and potential upside.

  • Strong backing from a reputable promoter group enhances trust and reliability.
  • Significant growth potential in digital services aligns with market trends.
  • Valuation metrics are favorable compared to industry peers, indicating potential for appreciation.
  • Balanced approach mitigates risks while aiming for consistent returns.
  • Well-positioned to capitalize on evolving investor preferences and market dynamics.
📊 Stock Investment Checklist (100 Points)
Shriram Balanced Advantage Fund(IDCW-Payout) • Updated: 2025-10-01 07:17:57
  • 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.
  • 5
    Governance
    Good
    Promoter holding is stable, but some pledging exists.
  • 6
    Drivers
    Good
    Good growth drivers identified, 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 be cautious of execution risks.