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SBI Multi Asset Allocation Fund(M-IDCW Payout)

Ticker: mf14592
Decent 68/100

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S
SBI Multi Asset Allocation Fund(Q-IDCW Payout)
Score 48/100 Decent
The fund shows decent potential with consistent growth, but faces challenges in profitability and governance aspects.
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S
SBI Multi Asset Allocation Fund(A-IDCW Payout)
Score 48/100 Decent
The fund shows potential but has several areas of concern that could impact future performance.
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S
SBI Multi Asset Allocation Fund(M-IDCW)
Score 68/100 Decent
The fund shows decent potential with moderate risks, but improvements in governance and liquidity are necessary for better performance.
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S
SBI Multi Asset Allocation Fund(Q-IDCW)
Score 48/100 Decent
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)
Score 68/100 Decent
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)
Score 48/100 Risky
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)
Score 48/100 Decent
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)
Score 48/100 Decent
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)
Score 72/100 Decent
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)
Score 48/100 Decent
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)
Score 48/100 Decent
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)
Score 68/100 Decent
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)
Score 48/100 Decent
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)
Score 68/100 Decent
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)
Score 66/100 Decent
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)
Score 68/100 Decent
The fund shows decent potential for growth but is facing several challenges that could impact its performance.
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Business Overview

The SBI Multi Asset Allocation Fund (M-IDCW Payout) is a dynamic investment solution designed to diversify your portfolio across equity, debt, and gold. Ideal for risk-averse investors seeking stable returns, this fund aims to balance growth and security. With professional management and strategic asset allocation, it offers a robust way to navigate market volatility while aiming for consistent income through regular payouts. This fund is perfect for those looking to enhance their financial stability and achieve long-term wealth creation.

  • Diversifies investments across multiple asset classes
  • Ideal for conservative investors seeking regular income
  • Professional management for optimal asset allocation
  • Aims to balance growth with risk mitigation
  • Regular payouts to enhance cash flow
  • Supports long-term wealth creation strategies

Investment Thesis

SBI Multi Asset Allocation Fund stands out due to its strong backing from the SBI Group, a reputable financial institution in India. The fund is well-positioned to leverage the growth in digital services, enhancing accessibility for investors. With attractive valuations compared to peers, it offers a compelling investment opportunity for retail investors seeking diversified exposure.

  • Strong promoter group: Backed by SBI, a trusted name in finance.
  • Digital services growth: Capitalizing on the increasing trend of online investments.
  • Attractive valuations: Competitively priced compared to similar funds in the market.
  • Diversification: Provides exposure across multiple asset classes, reducing risk.
  • Investor-friendly: Designed for retail investors seeking stable returns.

Opportunity vs Risk

Opportunities
  • Diversified investment across asset classes
  • Potential for steady income generation
  • Suitable for risk-averse investors
  • Tax-efficient dividend distribution
Risks ⚠️
  • Market volatility affecting returns
  • Management fees may reduce profits
  • Limited historical performance data
  • Regulatory changes impacting funds

Peer Perspective

SBI Multi Asset Allocation Fund trades at a modest premium compared to peers like HDFC Multi Asset and ICICI Prudential Multi Asset. A rerating could occur with improved margin stability and consistent growth in AUM.
📊 Stock Investment Checklist (100 Points)
SBI Multi Asset Allocation Fund(M-IDCW Payout) • Updated: 2025-10-01 21:53:33
  • 10
    Business
    High
    The fund operates in a future-ready sector with a diversified asset allocation 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 reasonable compared to peers.
  • 7
    Balance
    High
    Debt levels are manageable with adequate liquidity.
  • 6
    Governance
    Good
    Promoter holding is stable, but some concerns over 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 Multi Asset Allocation Fund shows decent potential with a balanced approach to growth and risk management.