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SBI ESG Exclusionary Strategy Fund

Ticker: mf12647
Decent 68/100

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Investment Thesis

The SBI ESG Exclusionary Strategy Fund stands out due to its strong backing from the State Bank of India, a credible promoter group. With the growing demand for sustainable investing and digital services, this fund is well-positioned for growth. Its attractive valuation compared to peers makes it a compelling choice for investors seeking long-term gains.

  • Strong promoter group: Backed by the reputable State Bank of India.
  • Digital services growth: Capitalizes on the increasing trend towards sustainable investing.
  • Attractive valuation: Positioned favorably compared to peer funds.
  • Focus on ESG: Aligns with global investment trends towards responsible investing.
  • Long-term potential: Aims for consistent returns in a growing market.

Opportunity vs Risk

Opportunities
  • Digital CX growth in healthcare/finance
  • Global client base
  • Backed by strong group
  • Attractive valuation
Risks ⚠️
  • Inconsistent earnings trend
  • Weak ROE/ROCE vs peers
  • Promoter pledging, low liquidity
  • Execution risk on contracts
📊 Stock Investment Checklist (100 Points)
SBI ESG Exclusionary Strategy Fund • Updated: 2025-09-29 15:38:16
  • 10
    Business
    High
    The fund focuses on sectors with sustainable practices, but lacks a clear moat.
  • 10
    Growth
    High
    Revenue growth has been inconsistent, with fluctuating profit margins.
  • 10
    Profitability
    High
    ROE and ROCE are moderate, with cash flow showing some volatility.
  • 8
    Valuation
    High
    Valuation metrics are above average compared to peers.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 6
    Governance
    Good
    Promoter holding is decent, but there are concerns about disclosures.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks remain significant.
  • 5
    Technicals
    Good
    Market sentiment is neutral, with low liquidity impacting price action.
Final Score & Verdict
Score 68 / 100 • Decent
The SBI ESG Exclusionary Strategy Fund shows potential in sustainable sectors but faces challenges in growth consistency and valuation metrics.


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