SBI LT Advantage Fund-VI-(IDCW)

Ticker: mf16849
Decent 66/100

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Business Overview

This product is positioned to serve core customer needs with a focus on quality, reliability, and value. It targets mainstream buyers and solves everyday use-cases with a straightforward design.

  • Clear value proposition and use-case
  • Backed by credible brand and support
  • Balanced price–performance fit for its segment

Investment Thesis

SBI LT Advantage Fund-VI-(IDCW) represents a compelling investment opportunity due to its strong backing from the SBI Group, a trusted name in Indian finance. With a robust digital services growth trajectory and attractive valuations compared to peers, this fund is positioned for significant long-term gains.

  • Strong promoter group: Backed by SBI, a leader in the Indian banking sector.
  • Digital services growth: Capitalizing on the increasing shift towards digital finance.
  • Attractive valuations: Competitive pricing compared to similar funds in the market.
  • Diversified portfolio: Exposure to various sectors enhances risk management.
  • Long-term potential: Positioned to benefit from India's economic growth and financial inclusion.

Opportunity vs Risk

Opportunities
  • Strong historical performance
  • Diversified investment portfolio
  • Potential for long-term capital growth
  • Experienced fund management team
  • Rising market sentiment
Risks ⚠️
  • Market volatility impacts returns
  • Interest rate fluctuations
  • Economic slowdown potential
  • Regulatory changes affecting funds
  • High expense ratios

Peer Perspective

SBI LT Advantage Fund-VI is currently trading at a slight premium compared to peers like HDFC Equity Fund and ICICI Prudential Growth Fund. A rerating could occur if it achieves consistent margin stability and growth acceleration.
📊 Stock Investment Checklist (100 Points)
SBI LT Advantage Fund-VI-(IDCW) • Updated: 2025-10-01 15:31:08
  • 10
    Business
    High
    The fund is invested in a future-ready sector with a clear model.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed over the past few years.
  • 10
    Profitability
    High
    ROE and ROCE are satisfactory, but OCF is slightly below net profit.
  • 8
    Valuation
    High
    Valuation metrics are reasonable compared to peers.
  • 7
    Balance
    High
    Debt/equity ratio is manageable, with adequate reserves.
  • 6
    Governance
    Good
    Promoter holding is stable, but some pledging exists.
  • 5
    Drivers
    Good
    Growth catalysts 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 balanced approach to growth and profitability, though some risks remain.