SBI LT Advantage Fund-IV
Ticker: mf13556
Decent
68/100
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Business Overview
SBI LT Advantage Fund-IV is a long-term equity mutual fund designed for investors seeking capital appreciation through equity investments. Ideal for individuals with a longer investment horizon, this fund aims to build wealth over time while managing risks effectively. Its diversified portfolio focuses on high-quality stocks, making it a reliable choice for both novice and seasoned investors. With SBI's strong reputation and expertise in fund management, this scheme is a strategic option for those looking to grow their investments in the Indian equity market.
- Long-term capital appreciation
- Diversified equity portfolio
- Managed by SBI's expert team
- Suitable for risk-tolerant investors
- Strong track record of performance
Investment Thesis
SBI LT Advantage Fund-IV 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 demand for digital services, offering significant growth potential. Additionally, its attractive valuation compared to peers makes it an appealing choice for investors seeking long-term gains.
- Strong promoter group: Backed by SBI, a leader in the banking sector.
- Digital services growth: Positioned to leverage the increasing shift towards digital finance.
- Attractive valuation: Competitively priced compared to similar funds in the market.
- Robust track record: SBI's established credibility enhances investor confidence.
- Long-term potential: Focus on sustainable growth strategies for future returns.
Opportunity vs Risk
Opportunities
- Strong historical performance
- Diversified investment portfolio
- Potential for long-term growth
- Expert fund management
- Tax benefits on investments
Risks ⚠️
- Market volatility impacts returns
- Economic downturns affect performance
- Interest rate fluctuations
- Regulatory changes in mutual funds
- Liquidity risks during market stress
Peer Perspective
SBI LT Advantage Fund-IV trades at a slight premium compared to peers like HDFC Balanced Fund and ICICI Prudential Equity Fund. A sustained improvement in margin stability could trigger a rerating in its valuation.
📊 Stock Investment Checklist (100 Points)
SBI LT Advantage Fund-IV • Updated: 2025-09-29 15:42:18
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10BusinessHighThe fund is positioned 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 above industry averages, with healthy cash flow.
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8ValuationHighValuation metrics are reasonable compared to peers.
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7BalanceHighDebt levels are manageable with adequate reserves.
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6GovernanceGoodPromoter holding is stable, with minimal pledging.
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5DriversGoodGrowth catalysts are present, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The SBI LT Advantage Fund-IV shows decent potential with a balanced approach to growth and profitability, but investors should remain cautious about execution risks.