SBI MNC Fund is a mutual fund scheme that primarily invests in multinational companies, offering investors an opportunity to benefit from the growth of global businesses in India. Ideal for those looking to diversify their portfolio with international exposure, this fund aims to provide capital appreciation along with regular income through IDCW payouts. With a robust management team and a focus on quality companies, it stands out as a reliable choice for long-term wealth creation.

Invests in leading multinational companies
Ideal for portfolio diversification
Focuses on long-term capital appreciation
Offers regular income through IDCW payouts
Managed by experienced professionals
Access to global business growth in India

Investment Thesis

SBI MNC Fund stands out with its strong promoter credibility and robust digital services growth potential. The fund is well-positioned to capitalize on global market trends, offering attractive valuations compared to peers, making it a compelling choice for retail investors seeking long-term wealth creation.

Strong backing from SBI, a trusted name in the financial sector.
Significant growth opportunities in digital services, enhancing operational efficiency.
Attractive valuation metrics compared to other multinational funds in the market.
Diversified portfolio providing exposure to leading global companies.
Consistent performance track record, instilling confidence among investors.

Opportunity vs Risk

Opportunities

Diversified exposure to multinational companies
Potential for high long-term returns
Beneficial for currency diversification
Strong performance in global markets

Risks ⚠️

Market volatility affecting returns
Currency fluctuation risks
Regulatory changes impacting MNCs
Economic downturns may hurt performance

Peer Perspective

SBI MNC Fund trades at a slight premium compared to peers like ICICI Prudential MNC Fund and HDFC MNC Fund. A rerating could occur with consistent margin stability and improved growth metrics.

📊 Stock Investment Checklist (100 Points)

SBI MNC Fund(IDCW Payout) • Updated: 2025-10-01 07:14:06

10

Business
High

The fund focuses on multinational companies which are generally in future-ready sectors.
10

Growth
High

Consistent revenue and profit growth observed in the underlying companies.
10

Profitability
High

Strong ROE and ROCE, but OCF is slightly lower than net profit.
8

Valuation
High

Valuation metrics are in line with peers but show some overvaluation.
7

Balance
High

Debt levels are manageable, but liquidity could be improved.
6

Governance
Good

Promoter holding is stable, but there are minor concerns regarding disclosures.
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 MNC Fund shows decent potential with a focus on multinational companies, but investors should be cautious of valuation and execution risks.