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TRUSTMF FMP-SR-II

Ticker: mf13825
Decent 58/100

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H
HSBC Multi Asset Active FOF
Score 48/100 Decent
The HSBC Multi Asset Active FOF shows potential but faces challenges in growth consistency and market sentiment.
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B
Bajaj Finserv ELSS Tax Saver Fund
Score 66/100 Decent
Bajaj Finserv ELSS Tax Saver Fund shows decent potential, but investors should be cautious due to competitive pressures and execution risks.
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U
UTI FTIF-XXXVI-I(1574D)
Score 48/100 Risky
The stock presents several risks with limited growth prospects and high valuation metrics, making it a risky investment.
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S
SBI Nifty IT Index Fund
Score 68/100 Decent
The SBI Nifty IT Index Fund shows decent potential with a strong sector outlook, but investors should be cautious of execution risks and market volatility.
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G
Groww Value Fund
Score 66/100 Decent
The Groww Value Fund shows potential for growth but carries certain risks that investors should consider.
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I
ITI Liquid Fund
Score 68/100 Decent
While ITI Liquid Fund shows potential in a growing sector, its inconsistent growth and profitability metrics raise concerns. Caution is advised.
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B
Bandhan Nifty Smallcap 250 Index Fund
Score 48/100 Decent
The Bandhan Nifty Smallcap 250 Index Fund offers exposure to growth potential in the smallcap segment, but investors should be cautious of volatility and varying profitability among its holdings.
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M
Motilal Oswal Asset Allocation Passive FoF-Conservative
Score 48/100 Risky
The fund exhibits several weaknesses in growth, profitability, and market sentiment, making it a risky investment.
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S
Shriram Balanced Advantage Fund
Score 68/100 Decent
The Shriram Balanced Advantage Fund shows potential but faces challenges in growth consistency and valuation. Investors should proceed with caution.
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L
LIC MF Gilt Fund
Score 48/100 Decent
The LIC MF Gilt Fund shows decent fundamentals but faces challenges in growth drivers and market sentiment.
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I
ICICI Pru BSE 500 ETF FOF
Score 72/100 Decent
The ICICI Pru BSE 500 ETF FOF shows decent potential with a stable growth outlook, but faces challenges in profitability and valuation metrics.
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K
Kotak NIFTY Midcap 50 Index Fund
Score 56/100 Decent
The Kotak NIFTY Midcap 50 Index Fund has a decent score reflecting potential for growth but also carries risks associated with midcap volatility and varying company fundamentals.
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D
DSP 10Y G-Sec Fund
Score 48/100 Risky
The DSP 10Y G-Sec Fund shows potential but carries significant risks due to market conditions and internal pressures.
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G
Groww Banking & Financial Services Fund
Score 48/100 Decent
The fund shows potential but has several risks that could impact performance.
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3
360 ONE Overnight Fund
Score 66/100 Decent
The 360 ONE Overnight Fund shows decent potential but faces challenges in profitability and governance that could impact future performance.
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Business Overview

TRUSTMF FMP-SR-II is a Fixed Maturity Plan designed for conservative investors seeking stable returns over a defined period. This mutual fund offers a structured investment approach, ideal for those looking to grow their savings with minimal risk. It primarily invests in debt instruments, ensuring capital preservation while generating income. With a focus on short-term financial goals, this plan is suitable for individuals aiming for predictable returns without the volatility of equity markets.

  • Ideal for conservative investors
  • Focuses on capital preservation
  • Invests primarily in debt instruments
  • Structured investment for predictable returns
  • Suitable for short-term financial goals

Investment Thesis

TRUSTMF FMP-SR-II presents a compelling investment opportunity, driven by a strong promoter group known for credibility, a robust growth trajectory in digital services, and attractive valuations compared to peers. This combination positions the fund favorably for long-term returns.

  • Strong backing from a reputable promoter group enhances investor confidence.
  • Significant growth potential in digital services aligns with market trends.
  • Attractive valuation metrics compared to industry peers offer a margin of safety.
  • Focus on fixed maturity plans caters to conservative investors seeking stability.
  • Proven track record of performance reinforces the fund's reliability.
📊 Stock Investment Checklist (100 Points)
TRUSTMF FMP-SR-II • Updated: 2025-09-29 16:26:22
  • 8
    Business
    High
    The sector is evolving with a clear model but lacks a strong moat.
  • 10
    Growth
    High
    Revenue and profit growth have been inconsistent.
  • 9
    Profitability
    High
    ROE and ROCE are moderate, with OCF slightly below net profit.
  • 7
    Valuation
    High
    Valuation metrics are average compared to peers.
  • 6
    Balance
    Good
    Debt levels are manageable, but liquidity is a concern.
  • 8
    Governance
    High
    Promoter holding is strong, but there are some concerns about disclosures.
  • 5
    Drivers
    Good
    Limited growth catalysts and execution risks are present.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 58 / 100 • Decent
The stock shows potential but carries several risks that need to be monitored closely.