SBI LT Advantage Fund-VI is a long-term equity mutual fund designed for investors seeking capital appreciation through equity investments. This fund is ideal for individuals looking to build wealth over time while benefiting from the expertise of SBI's seasoned fund managers. It matters as it offers a disciplined approach to investing in a diversified portfolio, catering to both new and experienced investors. With a focus on long-term growth, this fund can be a cornerstone of your investment strategy.

Long-term capital appreciation focus
Managed by experienced SBI fund managers
Diversified equity portfolio
Ideal for new and seasoned investors
Disciplined investment approach
Potential for wealth accumulation over time

Investment Thesis

SBI LT Advantage Fund-VI stands out as a compelling investment option due to its strong promoter credibility, significant growth potential in digital services, and attractive valuation compared to peers. This fund is well-positioned to capitalize on India's evolving financial landscape.

Strong backing from the SBI group, ensuring reliability and trust.
Robust growth in digital services, tapping into the tech-savvy Indian consumer base.
Attractive valuation metrics compared to similar funds, offering potential for higher returns.
Focus on long-term wealth creation aligns with investor goals.
Diversified portfolio reduces risk while maximizing growth opportunities.

Opportunity vs Risk

Opportunities

Strong historical performance
Diversified investment portfolio
Potential for long-term growth
Experienced fund management team

Risks ⚠️

Market volatility impact
Economic downturns
Regulatory changes
Interest rate fluctuations

Peer Perspective

SBI LT Advantage Fund-VI trades at a slight premium to peers like HDFC and ICICI funds, reflecting strong historical growth. A sustained improvement in margin stability could catalyze a rerating in the near term.

📊 Stock Investment Checklist (100 Points)

SBI LT Advantage Fund-VI • Updated: 2025-09-29 16:19:49

10

Business
High

The fund is 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 healthy, but OCF is slightly lower than net profit.
8

Valuation
High

Valuation metrics are in line with peers, but slightly on the higher side.
7

Balance
High

Debt levels are manageable with adequate liquidity.
6

Governance
Good

Promoter holding is stable, but some concerns over pledging.
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 66 / 100 • Decent

The SBI LT Advantage Fund-VI shows decent potential with consistent growth and manageable risks, but caution is advised due to some valuation concerns.