DSP Nifty SDL Plus G-Sec Sep 2027 50:50 Index Fund(IDCW)

Ticker: mf17416
Risky 48/100

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Business Overview

The DSP Nifty SDL Plus G-Sec Sep 2027 50:50 Index Fund (IDCW) is a unique investment vehicle designed for those seeking stable returns through a balanced exposure to State Development Loans (SDLs) and Government Securities (G-Secs). This fund caters to conservative investors looking for a blend of safety and growth. With a focus on long-term capital appreciation, it offers a strategic approach to fixed-income investing.

  • Diversified exposure to SDLs and G-Secs
  • Ideal for conservative investors
  • Focus on long-term capital appreciation
  • Managed by an experienced fund house
  • Regular income through IDCW option

Investment Thesis

The DSP Nifty SDL Plus G-Sec Index Fund presents a compelling investment opportunity, driven by a reputable promoter group and the robust growth of digital services. Its attractive valuation compared to peers enhances its appeal for Indian retail investors seeking stable returns.

  • Strong backing from DSP Group, known for its credibility and expertise in asset management.
  • Exposure to high-quality state development loans and government securities ensures stability.
  • Digital services sector is poised for significant growth, benefiting fund performance.
  • Attractive valuation metrics compared to similar funds, offering potential for higher returns.
  • Ideal for conservative investors looking for a blend of safety and moderate growth.

Opportunity vs Risk

Opportunities
  • Diversified exposure to government securities
  • Potential for steady income
  • Suitable for risk-averse investors
  • Tax benefits on long-term investments
Risks ⚠️
  • Interest rate fluctuations impact returns
  • Market volatility affects NAV
  • Limited growth compared to equities
  • Inflation may erode purchasing power
📊 Stock Investment Checklist (100 Points)
DSP Nifty SDL Plus G-Sec Sep 2027 50:50 Index Fund(IDCW) • Updated: 2025-10-01 02:00:23
  • 10
    Business
    High
    The fund is focused on government securities, which are generally stable but lack a strong growth model.
  • 5
    Growth
    Good
    Limited growth potential as it primarily invests in fixed income securities.
  • 8
    Profitability
    High
    Stable returns but lower compared to equity investments; OCF is consistent.
  • 6
    Valuation
    Good
    Valuation metrics are not applicable as it is a fund, but yields are competitive.
  • 9
    Balance
    High
    Strong balance sheet with low debt levels, high liquidity.
  • 7
    Governance
    High
    Good governance practices but limited promoter involvement.
  • 2
    Drivers
    Low
    Limited growth drivers; primarily influenced by interest rate movements.
  • 1
    Technicals
    Low
    Low trading volume and liquidity; not a momentum play.
Final Score & Verdict
Score 48 / 100 • Risky
The fund offers stability but lacks significant growth potential, making it a risky investment for aggressive investors.