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SBI Floating Rate Debt Fund

Ticker: mf13161
Decent 68/100

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Investment Thesis

SBI Floating Rate Debt Fund stands out due to its strong backing from the State Bank of India, a trusted name in the financial sector. With the increasing adoption of digital services, this fund is well-positioned for growth. Additionally, its attractive valuation compared to peers makes it a compelling choice for investors seeking stability and returns.

  • Strong promoter group: Backed by State Bank of India, ensuring credibility.
  • Digital services growth: Positioned to benefit from the increasing digital adoption in finance.
  • Attractive valuation: Offers competitive pricing compared to peer funds.
  • Focus on floating rates: Provides protection against interest rate fluctuations.
  • Diversified portfolio: Reduces risk while aiming for stable returns.

Opportunity vs Risk

Opportunities
  • Stable interest rate returns
  • Diversification for fixed income portfolio
  • Potential for capital appreciation
  • Low correlation with equity markets
Risks ⚠️
  • Interest rate fluctuations
  • Credit risk from debt instruments
  • Liquidity concerns in market downturns
  • Inflation impact on real returns
📊 Stock Investment Checklist (100 Points)
SBI Floating Rate Debt Fund • Updated: 2025-09-29 15:38:38
  • 10
    Business
    High
    The fund operates in a stable sector but lacks a significant competitive edge.
  • 10
    Growth
    High
    Consistent revenue growth, but profit margins are under pressure.
  • 10
    Profitability
    High
    Moderate ROE and ROCE, but cash flow is inconsistent.
  • 8
    Valuation
    High
    Valuation metrics are in line with peers, but not compelling.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 6
    Governance
    Good
    Promoter holding is stable, but there are concerns about transparency.
  • 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 68 / 100 • Decent
The SBI Floating Rate Debt Fund shows decent potential but faces challenges in profitability and growth drivers.


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