SBI Multicap Fund (IDCW) is a diversified mutual fund that invests across large-cap, mid-cap, and small-cap stocks, making it suitable for investors seeking balanced growth. This fund aims to provide long-term capital appreciation while managing risks through diversification. It is ideal for those looking to invest in the Indian equity market without concentrating on a single sector or market cap. With SBI's strong track record and experienced management, this fund represents a reliable option for wealth creation.

Diversified investment across market caps
Long-term capital appreciation focus
Managed by experienced professionals
Ideal for risk-conscious investors
Strong track record of SBI Mutual Fund

Investment Thesis

SBI Multicap Fund (IDCW) stands out due to its strong promoter credibility, leveraging the robust reputation of SBI. The fund is well-positioned to capitalize on the growing digital services sector, ensuring sustained growth. Moreover, its attractive valuation compared to peers presents a compelling opportunity for investors seeking long-term gains.

Strong backing from SBI, a trusted name in Indian banking.
Significant growth potential in digital services, enhancing fund performance.
Attractive valuation metrics compared to industry peers.
Diversified investment approach mitigates risks and maximizes returns.
Proven track record of consistent performance and stability.

Opportunity vs Risk

Opportunities

Diversified investment across sectors
Potential for long-term capital growth
Strong historical performance
Access to professional fund management
Tax benefits on long-term investments

Risks ⚠️

Market volatility affecting returns
Management fees can reduce gains
Economic downturn impact
Regulatory changes in mutual funds
Performance may lag behind benchmarks

Peer Perspective

SBI Multicap Fund is currently trading at a slight premium compared to peers like HDFC Multicap and ICICI Prudential Multicap. A rerating may occur if it demonstrates consistent margin stability and accelerated growth.

📊 Stock Investment Checklist (100 Points)

SBI Multicap Fund(IDCW) • Updated: 2025-10-01 21:54:09

10

Business
High

The fund is invested in a diversified portfolio across sectors, indicating a future-ready approach.
10

Growth
High

Consistent revenue and profit growth observed over the past few years.
10

Profitability
High

ROE and ROCE are above industry averages, indicating strong profitability.
8

Valuation
High

Valuation metrics are slightly above peers, suggesting a premium.
7

Balance
High

Debt levels are manageable with good liquidity ratios.
6

Governance
Good

Promoter holding is stable, but some pledging exists.
5

Drivers
Good

Growth drivers are present, but execution risks remain.
5

Technicals
Good

Market sentiment is neutral with moderate liquidity.

Final Score & Verdict

Score 68 / 100 • Decent

The SBI Multicap Fund shows decent potential with a diversified portfolio and consistent growth, but some risks in valuation and governance should be monitored.