SBI LT Advantage Fund-V-(IDCW)
Ticker: mf16638
Decent
66/100
☆ Add to Watchlist
More Options
A
Aditya Birla SL Nifty Midcap 150 Index Fund(IDCW)
The Aditya Birla SL Nifty Midcap 150 Index Fund presents a decent investment opportunity with moderate growth potential, but investors should be cautious of market volatility and governance issues.
View details
A
Aditya Birla SL Nifty Midcap 150 Index Fund(IDCW-Reinv)
The Aditya Birla SL Nifty Midcap 150 Index Fund presents a decent investment opportunity with growth potential, although investors should be cautious of market volatility and execution risks.
View details
A
Aditya Birla SL Silver ETF FOF(IDCW)
The Aditya Birla SL Silver ETF FOF presents a decent investment opportunity with growth potential, though investors should be cautious of market volatility and execution risks.
View details
A
Aditya Birla SL Silver ETF FOF(IDCW Reinv)
The Aditya Birla SL Silver ETF presents a decent investment opportunity with moderate growth potential, but investors should be cautious of market volatility and external economic factors.
View details
D
DSP CRISIL-IBX 50:50 Gilt Plus SDL - April 2033 Index Fund(IDCW)
The fund shows potential but faces challenges in profitability and growth drivers.
View details
F
Franklin India Low Duration Fund(IDCW)
The fund shows decent potential but carries some risks that investors should consider before investing.
View details
J
JM Arbitrage Fund(A-IDCW)
The fund shows decent potential but is facing challenges in profitability and valuation metrics. Investors should be cautious.
View details
J
JM Arbitrage Fund(H-IDCW)
The JM Arbitrage Fund shows decent potential but is not without its risks. Investors should be cautious and consider market conditions.
View details
J
JM Arbitrage Fund(Q-IDCW)
The JM Arbitrage Fund shows decent potential with stable growth and a clear business model, but there are some risks related to profitability and governance that investors should consider.
View details
J
JM Arbitrage Fund(M-IDCW)
JM Arbitrage Fund shows potential with decent growth and profitability metrics, but faces challenges in market sentiment and execution risks.
View details
J
JM Arbitrage Fund(IDCW)
The JM Arbitrage Fund shows decent potential but faces challenges in profitability and valuation metrics. Investors should be cautious.
View details
A
Axis Credit Risk Fund(W-IDCW)
The fund shows potential for moderate returns, but investors should be cautious of the risks involved.
View details
A
Axis Credit Risk Fund(M-IDCW)
The Axis Credit Risk Fund shows potential for moderate returns, but investors should be cautious of execution risks and market conditions.
View details
I
Invesco India Gilt Fund(A-IDCW)
The fund shows moderate potential but faces challenges in growth and profitability metrics.
View details
I
Invesco India Gilt Fund(Q-IDCW)
The fund shows decent growth potential but faces challenges in profitability and valuation metrics.
View details
I
Invesco India Gilt Fund(M-IDCW)
Invesco India Gilt Fund presents a decent option for conservative investors seeking stability in fixed income, but growth potential is limited.
View details
Business Overview
SBI LT Advantage Fund-V-(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 for wealth creation while benefiting from professional management. With a focus on quality stocks, it offers potential for significant returns over time, making it a valuable addition to any investment strategy.
- Long-term capital appreciation focus
- Diversified equity portfolio
- Managed by experienced professionals
- Ideal for risk-tolerant investors
- Potential for significant returns over time
Investment Thesis
SBI LT Advantage Fund-V-(IDCW) stands out with its strong backing from the SBI Group, a trusted name in Indian finance. The fund is well-positioned to leverage the growing digital services sector, offering a substantial growth runway. Additionally, its attractive valuation compared to peers makes it a compelling choice for retail investors seeking long-term wealth creation.
- Strong promoter credibility with SBI Group backing.
- Significant growth potential in digital services.
- Attractive valuation compared to industry peers.
- Focus on long-term wealth creation for investors.
- Diversified portfolio with a balanced risk-return profile.
Opportunity vs Risk
Opportunities
- Strong historical performance
- Diversified investment portfolio
- Expert fund management
- Potential for long-term growth
Risks ⚠️
- Market volatility impact
- Regulatory changes
- Interest rate fluctuations
- Economic downturns
Peer Perspective
SBI LT Advantage Fund-V-(IDCW) trades at a slight premium compared to peers like HDFC Equity Fund and ICICI Prudential Growth Fund. A sustained improvement in margin stability could trigger a positive rerating.
📊 Stock Investment Checklist (100 Points)
SBI LT Advantage Fund-V-(IDCW) • Updated: 2025-10-01 15:31:03
-
10BusinessHighThe fund operates in a future-ready sector with a clear investment model.
-
10GrowthHighConsistent revenue and profit growth observed over the past few years.
-
10ProfitabilityHighROE and ROCE are satisfactory, but OCF is slightly lower than net profit.
-
8ValuationHighValuation metrics are reasonable compared to peers.
-
7BalanceHighDebt/equity ratio is manageable, with adequate reserves.
-
6GovernanceGoodPromoter holding is stable, but some concerns over pledging.
-
5DriversGoodGrowth catalysts are present, but execution risks remain.
-
5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 66 / 100
• Decent
The SBI LT Advantage Fund shows decent potential with consistent growth and manageable risks, but investors should remain cautious about execution challenges.