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SBI LT Advantage Fund-IV-(IDCW)

Ticker: mf17010
Decent 66/100

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T
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T
Tata BSE Select Business Groups Index Fund(IDCW)
Score 66/100 Decent
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B
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S
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Score 63/100 Decent
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A
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B
Bank of India Ultra Short Duration Fund(W-IDCW)
Score 70/100 Decent
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B
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Score 68/100 Decent
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H
HDFC Charity Fund for Cancer Cure-Direct Plan-(75% IDCW Donation Option)
Score 48/100 Risky
The fund faces significant challenges in growth and profitability, making it a risky investment.
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H
HDFC Charity Fund for Cancer Cure-Direct Plan-(50% IDCW Donation Option)
Score 48/100 Decent
The fund has a decent score, indicating a socially responsible investment with moderate growth potential but some risks in execution and cash flow management.
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I
Invesco India Gold ETF FoF(IDCW)
Score 66/100 Decent
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B
Baroda BNP Paribas Credit Risk Fund(Q-IDCW)
Score 48/100 Risky
The fund shows several weaknesses in growth consistency and market sentiment, making it a risky investment.
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B
Baroda BNP Paribas Credit Risk Fund(M-IDCW)
Score 48/100 Risky
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B
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Score 48/100 Decent
The Bandhan Nifty 100 Index Fund presents a decent investment opportunity with a balanced risk-reward profile, but investors should remain cautious of execution risks.
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B
Bandhan Nifty 100 Index Fund(IDCW)
Score 68/100 Decent
The Bandhan Nifty 100 Index Fund shows decent potential with a diversified portfolio and consistent growth metrics, though some risks and governance concerns exist.
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K
Kotak Nifty SDL Jul 2033 Index Fund(IDCW)
Score 68/100 Decent
The Kotak Nifty SDL Jul 2033 Index Fund presents a decent investment opportunity with stable returns, though it lacks the growth potential of equities.
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D
DSP FMP 270-1144D(IDCW)
Score 68/100 Decent
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Business Overview

SBI LT Advantage Fund-IV-(IDCW) is a long-term equity mutual fund designed for investors seeking capital appreciation through a diversified portfolio. This fund is ideal for individuals looking to invest for a longer horizon, aiming to build wealth while benefiting from potential market growth. With SBI's trusted management, it offers a structured approach to equity investment, making it a reliable choice for both new and seasoned investors.

  • Managed by SBI, a trusted financial institution
  • Focuses on long-term capital appreciation
  • Diversified equity portfolio for risk mitigation
  • Ideal for investors with a long-term horizon
  • Potential for higher returns compared to traditional savings

Investment Thesis

SBI LT Advantage Fund-IV-(IDCW) stands out due to its strong backing from the SBI Group, a credible and established financial institution in India. The fund is well-positioned to leverage the growing digital services sector, offering a significant growth runway. Additionally, its attractive valuation compared to peers makes it a compelling investment opportunity for retail investors.

  • Strong promoter group: Backed by SBI, a trusted name in Indian finance.
  • Digital services growth: Positioned to capitalize on the expanding digital economy.
  • Attractive valuation: Offers competitive pricing compared to similar funds.
  • Diversified portfolio: Provides exposure to a mix of high-growth sectors.
  • Long-term potential: Aims for wealth creation through strategic investments.

Opportunity vs Risk

Opportunities
  • Strong potential for long-term growth
  • Diversified investment across sectors
  • Professional fund management expertise
  • Tax benefits under Section 80C
Risks ⚠️
  • Market volatility affecting returns
  • Interest rate fluctuations impact performance
  • Economic downturns may reduce gains
  • Liquidity risk in certain market conditions

Peer Perspective

SBI LT Advantage Fund-IV trades at a slight premium compared to peers like HDFC Equity Fund and ICICI Prudential Value Discovery Fund. A sustained improvement in margin stability could trigger a rerating in its valuation.
📊 Stock Investment Checklist (100 Points)
SBI LT Advantage Fund-IV-(IDCW) • Updated: 2025-10-01 15:30:52
  • 10
    Business
    High
    The fund operates in a future-ready sector with a clear investment 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 in line with peers, but slightly on the higher side.
  • 7
    Balance
    High
    Debt/equity ratio is manageable, with adequate reserves.
  • 6
    Governance
    Good
    Promoter holding is stable, but some concerns over pledging.
  • 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 66 / 100 • Decent
The fund shows decent potential with a stable growth outlook, but investors should be cautious of execution risks and valuation levels.