SBI Nifty200 Momentum 30 Index Fund(IDCW Payout)
Ticker: mf17364
Decent
66/100
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Business Overview
The SBI Nifty200 Momentum 30 Index Fund is designed for investors seeking exposure to high-performing stocks in the Nifty 200 index. This fund focuses on momentum investing, targeting companies with strong price performance. Ideal for those looking to diversify their portfolio with a systematic investment approach, it offers potential for capital appreciation while maintaining a disciplined strategy. With SBI's trusted management, this fund is a reliable choice for long-term wealth creation.
- Focuses on top 30 momentum stocks
- Ideal for long-term capital growth
- Managed by SBI, a trusted financial institution
- Diversification across high-performing sectors
- Systematic investment approach for stability
Investment Thesis
The SBI Nifty200 Momentum 30 Index Fund offers a compelling investment opportunity due to its strong backing by the State Bank of India, a credible promoter. With the digital services sector poised for exponential growth and attractive valuations compared to peers, this fund stands out as a strategic choice for long-term investors.
- Strong promoter group: Backed by the reputable State Bank of India.
- Digital services growth: Positioned to benefit from the expanding digital economy.
- Attractive valuation: Offers competitive pricing compared to peer funds.
- Focus on momentum stocks: Targets high-performing companies for potential higher returns.
- Diversified exposure: Invests in a well-rounded portfolio of 30 leading companies.
Opportunity vs Risk
Opportunities
- Diversified exposure to top momentum stocks
- Potential for high returns in bullish markets
- Lower expense ratio compared to active funds
- Regular income through IDCW payouts
Risks ⚠️
- Market volatility affecting fund performance
- Concentration in specific sectors
- Interest rate fluctuations impacting returns
- Possible underperformance in bear markets
Peer Perspective
SBI Nifty200 Momentum 30 Index Fund trades at a slight premium compared to peers like ICICI Prudential Nifty Next 50 Fund and HDFC Nifty 50 Index Fund; a focus on consistent growth could trigger a rerating.
📊 Stock Investment Checklist (100 Points)
SBI Nifty200 Momentum 30 Index Fund(IDCW Payout) • Updated: 2025-10-01 07:15:22
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10BusinessHighThe fund is invested in a future-ready sector with a diversified portfolio.
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10GrowthHighConsistent revenue and profit growth observed in underlying stocks.
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10ProfitabilityHighROE and ROCE are satisfactory, but OCF is slightly below net profit.
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8ValuationHighP/E and P/B ratios are in line with peers, but PEG indicates potential overvaluation.
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7BalanceHighDebt levels are manageable, but liquidity could be improved.
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6GovernanceGoodPromoter holding is stable, but some concerns over 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 66 / 100
• Decent
The SBI Nifty200 Momentum 30 Index Fund shows decent potential with a balanced approach to growth and profitability, but investors should be cautious of valuation and governance aspects.