SBI Income Plus Arbitrage Active FOF

Ticker: mf12893
Risky 48/100

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Business Overview

SBI Income Plus Arbitrage Active Fund of Funds (FOF) is designed for investors seeking stable returns through a balanced approach to equity and debt markets. This fund is ideal for risk-averse individuals looking to diversify their portfolio while benefiting from arbitrage opportunities. It aims to provide capital appreciation with lower volatility, making it a suitable choice for long-term investors. With SBI's trusted management, this FOF stands out in the market for its strategic asset allocation and consistent performance.

  • Designed for risk-averse investors
  • Focuses on stable returns
  • Utilizes arbitrage opportunities
  • Managed by SBI's experienced team
  • Aims for capital appreciation with lower volatility

Investment Thesis

SBI Income Plus Arbitrage Active FOF stands out due to its strong backing from the SBI group, a trusted name in finance. The fund's focus on digital services positions it well for future growth. Additionally, its attractive valuation compared to peers makes it a compelling choice for investors seeking stability and growth.

  • Strong promoter group: Backed by the reputable SBI brand.
  • Digital services growth: Positioned to capitalize on the digital transformation in finance.
  • Attractive valuation: Offers competitive pricing compared to similar funds.
  • Diversified portfolio: Balances risk and return effectively.
  • Consistent performance: Track record of delivering steady returns.
📊 Stock Investment Checklist (100 Points)
SBI Income Plus Arbitrage Active FOF • Updated: 2025-09-29 15:40:57
  • 10
    Business
    High
    The sector is stable but lacks significant growth potential.
  • 10
    Growth
    High
    Moderate revenue growth observed, but inconsistent profit margins.
  • 8
    Profitability
    High
    ROE and ROCE are below industry averages, cash flow is stable.
  • 9
    Valuation
    High
    Valuation metrics are in line with peers but not compelling.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 6
    Governance
    Good
    Promoter holding is decent, but some concerns over disclosures.
  • 5
    Drivers
    Good
    Limited growth drivers identified, execution risks present.
  • 1
    Technicals
    Low
    Weak market sentiment and low liquidity.
Final Score & Verdict
Score 48 / 100 • Risky
The fund shows potential but faces significant risks and lacks strong growth drivers.


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