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SBI Long Duration Fund(IDCW)

Ticker: mf15405
Decent 68/100

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S
SBI CRISIL IBX Gilt Index - June 2036 Fund(IDCW)
Score 66/100 Decent
The fund shows decent potential but faces challenges in profitability and growth drivers.
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I
ICICI Pru Constant Maturity Gilt Fund(Q-IDCW)
Score 68/100 Decent
The fund shows decent potential with stable returns, but investors should be cautious of interest rate risks and market volatility.
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I
ICICI Pru Constant Maturity Gilt Fund(Q-IDCW Payout)
Score 66/100 Decent
The fund shows decent potential but faces challenges in profitability and valuation. Investors should be cautious.
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T
Tata India Consumer Fund(IDCW-Payout)
Score 66/100 Decent
The Tata India Consumer Fund shows decent potential with a strong business model and consistent growth, but faces some risks in execution and valuation metrics.
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T
Tata India Consumer Fund(IDCW)
Score 68/100 Decent
The Tata India Consumer Fund shows decent potential with strong growth and profitability metrics, but caution is advised due to valuation concerns and execution risks.
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H
HDFC Innovation Fund(IDCW Reinvest)
Score 68/100 Decent
The HDFC Innovation Fund shows potential for growth with a decent score across various metrics, indicating a balanced approach to investment.
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H
HDFC Innovation Fund(IDCW)
Score 68/100 Decent
The HDFC Innovation Fund shows decent potential with consistent growth and a focus on future-ready sectors, but some risks in execution and valuation metrics warrant caution.
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D
DSP Focused Fund(IDCW)
Score 56/100 Decent
The DSP Focused Fund shows decent potential with consistent growth and manageable risks, but caution is advised due to valuation concerns and execution risks.
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D
DSP Focused Fund(IDCW-Reinv)
Score 66/100 Decent
The DSP Focused Fund shows potential for growth but carries risks related to profitability and execution. Investors should weigh these factors carefully.
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P
Parag Parikh Dynamic Asset Allocation Fund(M-IDCW)
Score 68/100 Decent
The fund shows a decent overall performance with strong growth potential and manageable risks.
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P
Parag Parikh Dynamic Asset Allocation Fund(M-IDCW Payout)
Score 70/100 Decent
The fund shows a decent overall performance with strengths in growth and profitability, but some execution risks need to be monitored.
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H
HDFC Infrastructure Fund(IDCW)
Score 72/100 Decent
The HDFC Infrastructure Fund shows potential for moderate growth, but investors should be cautious of execution risks and valuation concerns.
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H
HDFC Infrastructure Fund(IDCW-Reinv)
Score 68/100 Decent
The fund shows potential in a growing sector, but faces challenges that may affect performance.
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N
Nippon India Nifty Smallcap 250 Index Fund(IDCW)
Score 66/100 Decent
The fund has potential for growth but comes with inherent risks associated with smallcap investments.
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D
DSP Multicap Fund(IDCW Reinvest)
Score 68/100 Decent
The DSP Multicap Fund shows decent potential with a balanced approach to growth and profitability, but caution is advised due to some valuation concerns and execution risks.
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D
DSP Multicap Fund(IDCW)
Score 66/100 Decent
The DSP Multicap Fund shows decent potential for growth, but investors should be cautious of valuation and execution risks.
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Business Overview

SBI Long Duration Fund (IDCW) is designed for investors seeking stable returns through long-term debt investments. Ideal for those looking to diversify their portfolio, this fund focuses on government securities and high-quality bonds, making it a safe haven during market volatility. It aims to provide steady income while preserving capital, appealing to conservative investors and retirees. With SBI's strong reputation and expertise in fund management, this offering is a reliable choice for wealth accumulation over time.

  • Focuses on long-term debt investments
  • Ideal for conservative investors
  • Offers stability during market volatility
  • Managed by SBI's experienced team
  • Aims for steady income and capital preservation

Investment Thesis

SBI Long Duration Fund (IDCW) stands out due to its robust backing from the SBI Group, a trusted name in Indian finance. The fund is well-positioned to capitalize on the expanding digital services landscape, offering a significant growth opportunity. Additionally, it presents attractive valuations compared to its peers, making it a compelling choice for investors seeking stability and growth.

  • Strong credibility backed by the SBI Group, a leading financial institution in India.
  • Significant growth potential in digital services, enhancing fund performance.
  • Attractive valuations relative to peer funds, offering better investment opportunities.
  • Focus on long-duration assets, providing stability in volatile markets.
  • Consistent track record of performance, instilling investor confidence.

Opportunity vs Risk

Opportunities
  • Potential for high long-term returns
  • Diversification in fixed income portfolio
  • Benefit from falling interest rates
  • Regular income through dividends
Risks ⚠️
  • Interest rate fluctuations impact returns
  • Credit risk from bond issuers
  • Market volatility affects NAV
  • Liquidity risk in long-duration bonds

Peer Perspective

SBI Long Duration Fund trades at a slight premium compared to peers like HDFC Long Term Fund and ICICI Prudential Long Duration Fund. A rerating could occur with improved margin stability and consistent growth in returns.
📊 Stock Investment Checklist (100 Points)
SBI Long Duration Fund(IDCW) • Updated: 2025-10-01 15:30:32
  • 10
    Business
    High
    The fund operates in a stable sector but lacks a clear competitive moat.
  • 10
    Growth
    High
    Consistent revenue growth but profit growth has been volatile.
  • 10
    Profitability
    High
    ROE and ROCE are decent, but cash flow is inconsistent.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers, indicating potential overvaluation.
  • 7
    Balance
    High
    Balance sheet is stable with manageable debt levels.
  • 6
    Governance
    Good
    Promoter holding is strong, but there are concerns about disclosures.
  • 5
    Drivers
    Good
    Growth drivers are limited, with execution risks present.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The SBI Long Duration Fund shows decent potential but carries risks related to profitability and growth consistency.