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SBI Multi Asset Allocation Fund(Q-IDCW)

Ticker: mf14596
Decent 48/100

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S
SBI Multi Asset Allocation Fund(A-IDCW)
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.
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S
SBI Conservative Hybrid Fund(A-IDCW Payout)
Score 48/100 Risky
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)
Score 48/100 Decent
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)
Score 48/100 Decent
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)
Score 72/100 Decent
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)
Score 48/100 Decent
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)
Score 48/100 Decent
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)
Score 68/100 Decent
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)
Score 48/100 Decent
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)
Score 68/100 Decent
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)
Score 66/100 Decent
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)
Score 68/100 Decent
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)
Score 68/100 Decent
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)
Score 70/100 Decent
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)
Score 68/100 Decent
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)
Score 68/100 Decent
The Axis Corp Bond Fund shows moderate potential but faces challenges in growth and profitability metrics.
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Business Overview

SBI Multi Asset Allocation Fund (Q-IDCW) is a dynamic investment solution that diversifies across equities, debt, and gold, catering to investors seeking balanced growth with reduced risk. Ideal for those looking to achieve long-term financial goals while maintaining flexibility, this fund adapts to market conditions for optimal returns. With a focus on stability and capital appreciation, it stands out as a reliable choice for both novice and seasoned investors.

  • Diversified investment across multiple asset classes
  • Designed for balanced growth and risk management
  • Ideal for long-term financial goals
  • Adapts to changing market conditions
  • Managed by experienced professionals
  • Suitable for both novice and seasoned investors

Investment Thesis

SBI Multi Asset Allocation Fund stands out due to its strong backing from the SBI Group, a trusted name in Indian finance. The fund is well-positioned to capitalize on the growing digital services sector, offering a diversified portfolio. With attractive valuations compared to its peers, it presents a compelling investment opportunity for retail investors seeking stability and growth.

  • Strong promoter group: Backed by the reputable SBI Group, ensuring credibility.
  • Digital services growth: Positioned to benefit from the expanding digital economy.
  • Attractive valuations: Offers competitive pricing compared to peer funds.
  • Diversified portfolio: Mitigates risks while aiming for steady returns.
  • Investor-friendly: Designed to cater to the needs of retail investors.

Opportunity vs Risk

Opportunities
  • Diversified asset allocation
  • Potential for steady returns
  • Tax-efficient investment option
  • Suitable for risk-averse investors
  • Professional fund management
Risks ⚠️
  • Market volatility impact
  • Management fees may reduce returns
  • Limited liquidity compared to stocks
  • Regulatory changes affecting funds
  • Performance may vary significantly

Peer Perspective

SBI Multi Asset Allocation Fund trades at a slight premium compared to peers like HDFC Multi Asset Fund and ICICI Prudential Multi Asset Fund. A rerating could occur with improved margin stability and consistent growth in assets under management.
📊 Stock Investment Checklist (100 Points)
SBI Multi Asset Allocation Fund(Q-IDCW) • Updated: 2025-10-01 21:53:54
  • 8
    Business
    High
    The fund operates in a diversified asset allocation space, which is future-ready.
  • 10
    Growth
    High
    Consistent revenue growth observed, but profit growth has been variable.
  • 10
    Profitability
    High
    ROE and ROCE are decent, but OCF is not consistently higher than net profit.
  • 9
    Valuation
    High
    Valuation metrics are in line with peers, but not particularly attractive.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 6
    Governance
    Good
    Promoter holding is stable, but some concerns over disclosures.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks remain.
  • 1
    Technicals
    Low
    Market sentiment is weak with low liquidity.
Final Score & Verdict
Score 48 / 100 • Decent
The fund shows potential with a decent score, but there are several areas of concern that need to be addressed for better performance.