SBI Multi Asset Allocation Fund(M-IDCW)
Ticker: mf14595
Decent
68/100
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S
SBI Multi Asset Allocation Fund(Q-IDCW)
The fund shows potential with a decent score, but there are several areas of concern that need to be addressed for better performance.
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S
SBI Multi Asset Allocation Fund(A-IDCW)
The SBI Multi Asset Allocation Fund shows decent potential with a balanced approach to asset allocation, though some risks and governance concerns exist.
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S
SBI Conservative Hybrid Fund(A-IDCW Payout)
The fund shows potential but carries significant risks, particularly in profitability and governance.
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S
SBI Conservative Hybrid Fund(Q-IDCW Payout)
The fund shows moderate potential with some risks, making it a decent option for conservative investors.
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S
SBI Conservative Hybrid Fund(M-IDCW Payout)
The fund shows potential for moderate returns but carries some risks that need to be monitored.
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S
SBI Conservative Hybrid Fund(Q-IDCW)
The SBI Conservative Hybrid Fund shows decent potential with consistent growth and reasonable valuations, but it faces some execution risks and liquidity concerns.
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S
SBI Conservative Hybrid Fund(M-IDCW)
The SBI Conservative Hybrid Fund shows decent potential with stable growth and profitability metrics, but faces some execution risks.
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S
SBI Conservative Hybrid Fund(A-IDCW)
The fund shows potential for moderate growth but faces challenges in profitability and valuation metrics.
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A
Axis Overnight Fund(M-IDCW)
The Axis Overnight Fund shows decent potential but faces challenges in profitability and valuation metrics. Investors should be cautious and monitor market conditions closely.
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A
Axis Overnight Fund(W-IDCW)
The Axis Overnight Fund presents a decent investment opportunity with moderate growth potential and acceptable risk levels, but investors should be cautious of execution risks and market sentiment.
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A
Axis Overnight Fund(DD-IDCW)
The Axis Overnight Fund shows decent potential but faces challenges in profitability and valuation metrics. Investors should be cautious.
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I
ICICI Pru Banking & Fin Serv Fund(IDCW-Payout)
The fund shows potential for moderate returns, but investors should be cautious of market volatility and execution risks.
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I
ICICI Pru Banking & Fin Serv Fund(IDCW)
The fund shows decent potential for growth but is facing several challenges that could impact its performance.
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U
UTI Value Fund(IDCW)
UTI Value Fund shows decent potential with consistent growth, but faces challenges in valuation and governance aspects.
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B
BHARAT Bond FOF - April 2030 -(IDCW)
The Bharat Bond FOF - April 2030 presents a decent investment opportunity for conservative investors seeking stable returns, but growth potential is limited.
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A
Axis Corp Bond Fund(M-IDCW)
The Axis Corp Bond Fund shows potential for moderate returns, but investors should be cautious of market volatility and execution risks.
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Business Overview
The SBI Multi Asset Allocation Fund (M-IDCW) is a dynamic investment solution designed to provide diversification across multiple asset classes, including equities, debt, and gold. Ideal for investors seeking balanced growth and risk management, this fund aims to optimize returns while minimizing volatility. It matters for those looking to enhance their portfolio with a systematic approach to asset allocation, ensuring stability and potential capital appreciation.
- Diversified investment across equities, debt, and gold.
- Ideal for risk-averse investors seeking balanced growth.
- Dynamic asset allocation for optimal returns.
- Managed by SBI, a trusted name in finance.
- Suitable for long-term wealth creation.
Investment Thesis
SBI Multi Asset Allocation Fund stands out due to its strong promoter credibility and robust backing from SBI, a leading financial institution. The fund is well-positioned to leverage the growing digital services sector, ensuring long-term growth. Additionally, its attractive valuation compared to peers offers a compelling entry point for investors seeking diversified exposure.
- Strong backing from SBI, enhancing credibility and trust.
- Significant growth potential in digital services sector.
- Attractive valuation compared to industry peers, providing upside potential.
- Diversified asset allocation strategy mitigates risk.
- Consistent performance track record instills investor confidence.
Opportunity vs Risk
Opportunities
- Diversified investment across asset classes
- Potential for steady income generation
- Tax benefits on long-term investments
- Professional fund management expertise
Risks ⚠️
- Market volatility affecting returns
- Interest rate fluctuations impact bond prices
- Economic downturns may reduce growth
- Higher expense ratios compared to direct investing
Peer Perspective
SBI Multi Asset Allocation Fund trades at a slight premium compared to peers like HDFC Multi Asset and ICICI Prudential Multi Asset. Rerating hinges on consistent margin stability and improved growth metrics.
📊 Stock Investment Checklist (100 Points)
SBI Multi Asset Allocation Fund(M-IDCW) • Updated: 2025-10-01 21:53:40
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10BusinessHighThe fund operates in a diversified investment space, but lacks a clear moat.
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10GrowthHighConsistent revenue growth observed, but profit growth is moderate.
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10ProfitabilityHighROE and ROCE are decent, but OCF is inconsistent.
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8ValuationHighValuation metrics are slightly above peers.
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7BalanceHighDebt levels are manageable, but liquidity could be improved.
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5GovernanceGoodPromoter holding is stable, but disclosures could be better.
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6DriversGoodSome growth catalysts exist, but execution risks are present.
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5TechnicalsGoodMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The fund shows decent potential with moderate risks, but improvements in governance and liquidity are necessary for better performance.