SBI LT Advantage Fund-III-(IDCW)
Ticker: mf17493
Decent
68/100
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The stock shows potential but requires careful monitoring due to inconsistent growth and profitability metrics.
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I
ICICI Pru FMP-88-1303D-S(IDCW)
The stock presents a decent investment opportunity, but caution is advised due to inconsistent growth and moderate risks.
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B
Bank of India Midcap Tax Fund-Sr 1(IDCW)
The fund shows decent potential with moderate risks, but investors should be cautious due to external pressures and execution challenges.
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D
DSP US Specific Debt Passive FoF(IDCW Reinvest)
The fund is a decent option for conservative investors seeking exposure to US debt, but growth potential is limited.
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D
DSP US Specific Debt Passive FoF(IDCW)
The fund shows several weaknesses in growth potential and market sentiment, making it a risky investment.
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T
TRUSTMF Overnight Fund(DD-IDCW)
The fund shows potential for steady returns but lacks strong growth drivers and competitive advantages.
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J
JM Dynamic Bond Fund(M-IDCW)
The JM Dynamic Bond Fund shows decent potential with stable growth and a strong balance sheet, but faces challenges in profitability and valuation metrics.
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J
JM Dynamic Bond Fund(W-IDCW)
The JM Dynamic Bond Fund presents a decent investment opportunity with stable fundamentals, but growth potential is limited and market sentiment is weak.
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J
JM Dynamic Bond Fund(DD-IDCW)
The fund shows potential but faces challenges in profitability and execution risks, making it a cautious investment.
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J
JM Dynamic Bond Fund(IDCW)
The JM Dynamic Bond Fund shows decent potential with stable growth prospects, but investors should be cautious of execution risks and liquidity issues.
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H
HSBC Multi Asset Active FOF(IDCW Payout)
The HSBC Multi Asset Active FOF shows decent potential with moderate growth and profitability metrics, but it faces execution risks and lacks a strong competitive edge.
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H
HSBC Multi Asset Active FOF(IDCW)
The fund shows potential but faces significant risks and lacks strong growth drivers, making it a risky investment.
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B
Bajaj Finserv ELSS Tax Saver Fund(IDCW)
Bajaj Finserv ELSS Tax Saver Fund shows potential but faces challenges in profitability and valuation metrics. Caution is advised.
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B
Baroda BNP Paribas Nifty 50 Index Fund(IDCW)
The fund shows a decent score with a balanced approach towards growth and stability, making it a viable investment option for conservative investors.
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U
UTI FTIF-XXXVI-I(1574D)(IDCW)
The stock shows decent potential with stable growth and profitability, but valuation and governance concerns warrant caution.
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Business Overview
SBI LT Advantage Fund-III-(IDCW) is a long-term investment scheme designed to help investors grow their wealth steadily over time. Ideal for those seeking capital appreciation while enjoying the benefits of systematic investment, this fund is managed by SBI Mutual Fund, a trusted name in the industry. It focuses on equity and equity-related instruments, making it suitable for risk-tolerant investors aiming for substantial returns in the long run. With a disciplined investment approach, this fund offers a balanced mix of growth and stability.
- Managed by SBI Mutual Fund, a reputable institution
- Targets long-term capital appreciation
- Ideal for risk-tolerant investors
- Invests primarily in equity and related instruments
- Encourages disciplined investment through systematic plans
- Potential for substantial returns over time
Investment Thesis
SBI LT Advantage Fund-III-(IDCW) stands out due to its strong backing from the SBI Group, a trusted name in Indian finance. With a robust growth trajectory in digital services, this fund is well-positioned to capitalize on evolving market trends. Its attractive valuation compared to peers makes it a compelling choice for retail investors seeking long-term growth.
- Strong promoter group with SBI's credibility enhances trust.
- Significant growth potential in digital services sector.
- Attractive valuation compared to industry peers.
- Well-diversified portfolio aimed at maximizing returns.
- Suitable for long-term investors seeking capital appreciation.
Opportunity vs Risk
Opportunities
- Strong historical performance
- Diversified investment portfolio
- Potential for capital appreciation
- Expert fund management
Risks ⚠️
- Market volatility exposure
- Interest rate fluctuations
- Regulatory changes impact
- Liquidity concerns during downturns
Peer Perspective
SBI LT Advantage Fund-III trades at a slight premium compared to peers like HDFC and ICICI funds. A consistent improvement in margin stability is crucial for potential rerating in the current market.
📊 Stock Investment Checklist (100 Points)
SBI LT Advantage Fund-III-(IDCW) • Updated: 2025-10-01 15:30:43
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10BusinessHighThe fund is positioned in a future-ready sector with a clear investment model.
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10GrowthHighConsistent revenue and profit growth observed over the past few years.
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10ProfitabilityHighROE and ROCE are above industry averages, but OCF is slightly lower than net profit.
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8ValuationHighValuation metrics are reasonable compared to peers, but some concerns on P/E ratios.
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7BalanceHighDebt levels are manageable, with adequate reserves and liquidity.
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6GovernanceGoodPromoter holding is strong, but there are minor concerns regarding disclosures.
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5DriversGoodGrowth drivers are present, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The fund shows decent potential with consistent growth and manageable risks, but investors should be cautious of execution risks and valuation metrics.