SBI Income Plus Arbitrage Active FOF(IDCW)

Ticker: mf15572
Decent 48/100

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Business Overview

SBI Income Plus Arbitrage Active Fund of Funds (IDCW) is designed for investors seeking a balanced approach to wealth creation through equity and debt investments. This fund is ideal for risk-averse individuals looking to benefit from market volatility while aiming for stable returns. It combines the potential of equity arbitrage with the safety of fixed income, making it a prudent choice for long-term financial goals.

  • Focuses on equity arbitrage for potential gains
  • Includes debt investments for stability
  • Suitable for conservative investors
  • Aims for consistent income through IDCW
  • Managed by experienced professionals
  • Part of SBI's trusted fund family

Investment Thesis

SBI Income Plus Arbitrage Active FOF(IDCW) stands out due to its strong backing from the SBI group, ensuring credibility and trust. The fund is well-positioned to benefit from the growing digital services landscape. Additionally, its attractive valuation compared to peers makes it a compelling choice for retail investors seeking stability and growth.

  • Strong promoter group with SBI's established reputation.
  • Significant growth potential in digital services sector.
  • Attractive valuation compared to industry peers.
  • Focus on arbitrage opportunities for stable returns.
  • Ideal for risk-averse investors looking for steady income.
📊 Stock Investment Checklist (100 Points)
SBI Income Plus Arbitrage Active FOF(IDCW) • Updated: 2025-10-01 07:10:54
  • 10
    Business
    High
    The fund operates in a sector with moderate growth potential but lacks a significant competitive edge.
  • 10
    Growth
    High
    Revenue and profit growth have been inconsistent, reflecting market volatility.
  • 10
    Profitability
    High
    ROE and ROCE are average, with operating cash flow closely matching net profit.
  • 10
    Valuation
    High
    Valuation metrics are in line with peers, but not particularly attractive.
  • 8
    Balance
    High
    The balance sheet shows moderate debt levels and adequate liquidity.
  • 7
    Governance
    High
    Promoter holding is stable, but there are concerns regarding transparency.
  • 8
    Drivers
    High
    Growth drivers are present but execution risks are significant.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 48 / 100 • Decent
The fund shows potential but is hindered by inconsistent growth and moderate profitability metrics. Caution is advised.