SBI Multi Asset Allocation Fund(A-IDCW)
Ticker: mf14597
Decent
68/100
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S
SBI Conservative Hybrid Fund(A-IDCW Payout)
The fund shows potential but carries significant risks, particularly in profitability and governance.
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S
SBI Conservative Hybrid Fund(Q-IDCW Payout)
The fund shows moderate potential with some risks, making it a decent option for conservative investors.
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S
SBI Conservative Hybrid Fund(M-IDCW Payout)
The fund shows potential for moderate returns but carries some risks that need to be monitored.
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S
SBI Conservative Hybrid Fund(Q-IDCW)
The SBI Conservative Hybrid Fund shows decent potential with consistent growth and reasonable valuations, but it faces some execution risks and liquidity concerns.
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S
SBI Conservative Hybrid Fund(M-IDCW)
The SBI Conservative Hybrid Fund shows decent potential with stable growth and profitability metrics, but faces some execution risks.
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S
SBI Conservative Hybrid Fund(A-IDCW)
The fund shows potential for moderate growth but faces challenges in profitability and valuation metrics.
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A
Axis Overnight Fund(M-IDCW)
The Axis Overnight Fund shows decent potential but faces challenges in profitability and valuation metrics. Investors should be cautious and monitor market conditions closely.
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A
Axis Overnight Fund(W-IDCW)
The Axis Overnight Fund presents a decent investment opportunity with moderate growth potential and acceptable risk levels, but investors should be cautious of execution risks and market sentiment.
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A
Axis Overnight Fund(DD-IDCW)
The Axis Overnight Fund shows decent potential but faces challenges in profitability and valuation metrics. Investors should be cautious.
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I
ICICI Pru Banking & Fin Serv Fund(IDCW-Payout)
The fund shows potential for moderate returns, but investors should be cautious of market volatility and execution risks.
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I
ICICI Pru Banking & Fin Serv Fund(IDCW)
The fund shows decent potential for growth but is facing several challenges that could impact its performance.
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U
UTI Value Fund(IDCW)
UTI Value Fund shows decent potential with consistent growth, but faces challenges in valuation and governance aspects.
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B
BHARAT Bond FOF - April 2030 -(IDCW)
The Bharat Bond FOF - April 2030 presents a decent investment opportunity for conservative investors seeking stable returns, but growth potential is limited.
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A
Axis Corp Bond Fund(M-IDCW)
The Axis Corp Bond Fund shows potential for moderate returns, but investors should be cautious of market volatility and execution risks.
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A
Axis Corp Bond Fund(W-IDCW)
The Axis Corp Bond Fund shows moderate potential but faces challenges in growth and profitability metrics.
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A
Axis Corp Bond Fund(DD-IDCW)
The Axis Corp Bond Fund shows potential but faces challenges in growth consistency and valuation metrics. Investors should proceed with caution.
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Business Overview
The SBI Multi Asset Allocation Fund (A-IDCW) is a dynamic investment solution designed to diversify your portfolio across multiple asset classes, including equity, debt, and gold. Ideal for investors seeking balanced growth and stability, this fund adapts to market conditions to optimize returns while managing risk. With professional management and a focus on long-term wealth creation, it’s a smart choice for both new and seasoned investors looking to enhance their financial journey.
- Diversifies investments across equity, debt, and gold
- Managed by experienced professionals
- Adapts to changing market conditions
- Aims for long-term wealth creation
- Suitable for both new and seasoned investors
Investment Thesis
SBI Multi Asset Allocation Fund stands out due to its robust backing from the SBI group, a credible and trusted name in the financial sector. With a growing focus on digital services, the fund is well-positioned to capitalize on emerging opportunities. Its attractive valuation compared to peers makes it an appealing choice for investors seeking diversified exposure.
- Strong promoter group with SBI's established reputation.
- Significant growth potential in digital services sector.
- Attractive valuation compared to industry peers.
- Diversified investment approach mitigates risk.
- Consistent performance history enhances investor confidence.
Opportunity vs Risk
Opportunities
- Diversified investment across asset classes
- Potential for stable returns
- Suitable for risk-averse investors
- Regular income through dividends
Risks ⚠️
- Market volatility affects returns
- Interest rate changes impact bonds
- Limited growth in equity portion
- Management fees may reduce profits
Peer Perspective
SBI Multi Asset Allocation Fund trades at a slight premium compared to peers like HDFC Multi Asset and ICICI Prudential Multi Asset. A rerating could occur if it achieves consistent margin stability and growth acceleration.
📊 Stock Investment Checklist (100 Points)
SBI Multi Asset Allocation Fund(A-IDCW) • Updated: 2025-10-01 21:53:24
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10BusinessHighThe fund operates in a diversified asset allocation space, which is future-ready.
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10GrowthHighConsistent revenue and profit growth observed over the past few years.
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10ProfitabilityHighROE and ROCE are above industry averages, 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, but liquidity could be improved.
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6GovernanceGoodPromoter holding is stable, but some concerns about disclosures.
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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 Multi Asset Allocation Fund shows decent potential with a balanced approach to asset allocation, though some risks and governance concerns exist.