SBI LT Advantage Fund-VI-(IDCW)
Ticker: mf16849
Decent
66/100
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B
Baroda BNP Paribas Equity Savings Fund(IDCW)
The fund shows decent potential with solid growth and profitability metrics, but some risks remain.
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T
Tata Equity Savings Fund(P-IDCW Payout)
The Tata Equity Savings Fund shows a decent overall performance with stable growth and profitability metrics, but caution is advised due to valuation concerns.
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T
Tata Equity Savings Fund(M-IDCW Payout)
The Tata Equity Savings Fund shows decent potential with a balanced approach to growth and risk management.
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T
Tata Equity Savings Fund(P-IDCW)
The Tata Equity Savings Fund shows decent potential with a balanced approach, but investors should be cautious about growth consistency and execution risks.
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T
Tata Equity Savings Fund(M-IDCW)
The Tata Equity Savings Fund shows decent potential with a balanced approach to growth and risk management.
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C
Canara Rob Overnight Fund(DD-IDCW)
The fund shows potential for moderate returns but carries certain risks that investors should consider.
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B
Bandhan Credit Risk Fund(A-IDCW Reinv)
The fund shows potential but faces challenges in growth consistency and valuation metrics. Caution is advised.
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B
Bandhan Credit Risk Fund(IDCW-Reinv)
The fund shows potential but carries significant risks due to market conditions and growth inconsistencies.
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B
Bandhan Credit Risk Fund(Q-IDCW Reinv)
The fund shows potential but faces significant challenges in profitability and market sentiment.
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B
Bandhan Credit Risk Fund(A-IDCW)
The fund shows potential but is hindered by profitability issues and market risks, making it a risky investment.
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B
Bandhan Credit Risk Fund(Q-IDCW)
The fund shows potential but is hindered by inconsistent growth and profitability metrics.
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B
Bandhan Credit Risk Fund(IDCW)
The fund shows potential but is hindered by profitability concerns and market volatility.
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E
Edelweiss Banking and PSU Debt Fund(M-IDCW)
The fund presents several risks with limited growth potential and weak market sentiment, making it a risky investment choice.
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E
Edelweiss Banking and PSU Debt Fund(FN-IDCW)
The fund shows decent potential but is hindered by inconsistent growth and average profitability metrics.
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E
Edelweiss Banking and PSU Debt Fund(W-IDCW)
The fund presents several risks with limited growth potential and profitability concerns.
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E
Edelweiss Banking and PSU Debt Fund(IDCW)
The fund shows decent potential but carries risks that need to be monitored closely.
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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
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10BusinessHighThe fund is invested in a future-ready sector with a clear model.
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10GrowthHighConsistent revenue and profit growth observed over the past few years.
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10ProfitabilityHighROE and ROCE are satisfactory, but OCF is slightly below net profit.
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8ValuationHighValuation metrics are reasonable compared to peers.
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7BalanceHighDebt/equity ratio is manageable, with adequate reserves.
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6GovernanceGoodPromoter holding is stable, but some pledging exists.
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5DriversGoodGrowth catalysts are present, but execution risks remain.
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5TechnicalsGoodMarket 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.