SBI LT Advantage Fund-V
Ticker: mf13383
Decent
68/100
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Business Overview
SBI LT Advantage Fund-V is a long-term equity mutual fund designed for investors seeking growth through equity investments. Ideal for individuals looking to build wealth over time, this fund focuses on capital appreciation while managing risk. With the backing of SBI's trusted financial expertise, it offers a reliable investment avenue for both new and seasoned investors. The fund's diversified portfolio aims to capture market opportunities, making it a valuable addition to any investment strategy.
- Long-term capital appreciation focus
- Managed by SBI's experienced team
- Diversified equity portfolio
- Suitable for new and experienced investors
- Aligns with long-term financial goals
Investment Thesis
SBI LT Advantage Fund-V 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 and attractive valuations compared to peers, this fund presents a compelling investment opportunity for retail investors seeking long-term gains.
- Strong promoter group: Backed by SBI, ensuring credibility and stability.
- Digital services growth: Capitalizing on the increasing shift towards digital finance.
- Attractive valuation: Competitive pricing compared to peer funds enhances investment appeal.
- Long-term potential: Focused on sustained growth, making it suitable for long-term investors.
- Diversified portfolio: Exposure to various sectors mitigates risk and enhances returns.
Opportunity vs Risk
Opportunities
- Strong historical performance
- Diversified investment portfolio
- Experienced fund management team
- Potential for long-term growth
Risks ⚠️
- Market volatility impacts returns
- Regulatory changes in mutual funds
- Economic downturns affect performance
- High expense ratio compared to peers
Peer Perspective
SBI LT Advantage Fund-V trades at a slight premium to peers like HDFC Equity Fund and ICICI Prudential Growth Fund. A rerating could occur if it demonstrates consistent margin stability and accelerated growth.
📊 Stock Investment Checklist (100 Points)
SBI LT Advantage Fund-V • Updated: 2025-09-29 16:19:40
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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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10ProfitabilityHighStrong ROE and ROCE, but OCF is slightly lower than net profit.
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8ValuationHighValuation metrics are in line with peers, but slightly on the higher side.
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7BalanceHighDebt levels are manageable with adequate reserves and liquidity.
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6GovernanceGoodPromoter holding is stable, but some concerns regarding pledging.
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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 SBI LT Advantage Fund-V shows decent potential with consistent growth and a solid business model, but investors should be cautious of execution risks and valuation levels.