SBI Dynamic Asset Allocation Active FoF

Ticker: mf14038
Decent 66/100

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Business Overview

SBI Dynamic Asset Allocation Active FoF is a mutual fund designed for investors seeking a balanced approach to wealth creation. By dynamically adjusting asset allocation between equity and debt, it aims to optimize returns while managing risk. This fund is ideal for those looking for a professional investment strategy that adapts to market conditions, making it suitable for both new and seasoned investors. With SBI's trusted expertise, this fund offers a reliable pathway to achieve financial goals.

  • Dynamic asset allocation for optimal returns
  • Professional management by SBI experts
  • Suitable for both new and experienced investors
  • Adapts to changing market conditions
  • Focus on balancing risk and growth

Opportunity vs Risk

Opportunities
  • Diversified investment across asset classes
  • Potential for steady returns
  • Professional fund management
  • Suitable for risk-averse investors
  • Tax efficiency in long-term gains
Risks ⚠️
  • Market volatility can impact returns
  • Management fees may reduce profits
  • Limited historical performance data
  • Interest rate fluctuations affect bonds
  • Not suitable for aggressive growth investors
📊 Stock Investment Checklist (100 Points)
SBI Dynamic Asset Allocation Active FoF • Updated: 2025-09-29 15:37:16
  • 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 satisfactory, but OCF is slightly lower than net profit.
  • 8
    Valuation
    High
    Valuation metrics are reasonable compared to peers.
  • 7
    Balance
    High
    Debt levels are manageable with adequate liquidity.
  • 6
    Governance
    Good
    Promoter holding is stable, but some concerns about 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 fund shows decent potential with a balanced approach to growth and risk management, but investors should remain cautious of execution risks.


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