SBI Large & Midcap Fund
Ticker: mf12387
Decent
68/100
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A
Axis Large Cap Fund
The Axis Large Cap Fund shows decent potential with moderate risks. While it has a stable growth trajectory, concerns regarding profitability and valuation metrics warrant caution.
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ICICI Pru Equity-Arbitrage Fund
The ICICI Pru Equity-Arbitrage Fund shows decent potential with consistent growth and manageable risks, but it lacks a strong competitive edge.
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Axis Midcap Fund
The Axis Midcap Fund shows potential for growth with a decent score, but investors should be cautious of execution risks and market conditions.
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Nippon India Liquid Fund
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SBI ELSS Tax Saver Fund
The SBI ELSS Tax Saver Fund shows potential but carries certain risks that need to be monitored closely.
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ICICI Pru India Opp Fund
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Aditya Birla SL Large Cap Fund
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Aditya Birla SL Money Manager Fund
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Aditya Birla SL Corp Bond Fund
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Kotak Large & Midcap Fund
The Kotak Large & Midcap Fund shows decent potential with strong fundamentals and growth prospects, but investors should be cautious of execution risks.
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Quant Small Cap Fund
The Quant Small Cap Fund shows potential for growth with a decent score, but investors should be cautious of execution risks and liquidity issues.
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ICICI Pru Asset Allocator Fund
The fund shows decent potential with a solid growth trajectory, but investors should be cautious of governance issues and execution risks.
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ICICI Pru Savings Fund
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H
HDFC Large and Mid Cap Fund
The HDFC Large and Mid Cap Fund shows decent potential for growth with a solid portfolio and management, but investors should be cautious of execution risks.
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Axis Small Cap Fund
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Mirae Asset ELSS Tax Saver Fund
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Business Overview
The SBI Large & Midcap Fund is designed for investors seeking long-term capital appreciation through a diversified portfolio of large and mid-cap stocks. This fund is ideal for those looking to balance growth potential with stability, making it suitable for both new and seasoned investors. With a strong track record and managed by experienced professionals, it aims to capitalize on India's economic growth.
- Diversified portfolio of large and mid-cap stocks
- Ideal for long-term capital appreciation
- Managed by experienced professionals
- Suitable for both new and seasoned investors
- Strong track record in performance
- Aligns with India's economic growth potential
Investment Thesis
The SBI Large & Midcap Fund stands out due to its strong promoter credibility, robust digital services growth potential, and attractive valuation compared to peers. This positions it as a compelling choice for investors seeking long-term capital appreciation.
- Backed by SBI, a trusted name in Indian finance, ensuring stability and reliability.
- Significant growth potential in digital services, aligning with India's tech-driven economy.
- Valuation metrics indicate an attractive entry point compared to industry peers.
- Diversified portfolio across large and midcap segments, reducing risk while maximizing returns.
- Strong historical performance enhances investor confidence in fund management.
Opportunity vs Risk
Opportunities
- Strong long-term growth potential
- Diverse investment across sectors
- Attractive expense ratio
- Experienced fund management team
- Increasing retail investor interest
Risks ⚠️
- Market volatility impacts returns
- Regulatory changes in mutual funds
- Economic slowdown affects performance
- High competition in the sector
- Past performance does not guarantee future results
📊 Stock Investment Checklist (100 Points)
SBI Large & Midcap Fund • Updated: 2025-09-29 15:41:28
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10BusinessHighThe fund is invested in sectors that are adapting to future trends, but lacks a strong moat.
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10GrowthHighConsistent revenue and profit growth observed over the past few years.
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10ProfitabilityHighROE and ROCE are decent, but OCF is slightly lower than net profit.
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8ValuationHighValuation metrics are in line with peers, but not particularly attractive.
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7BalanceHighDebt levels are manageable, but liquidity could be improved.
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6GovernanceGoodPromoter holding is stable, but there are some concerns about disclosures.
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5DriversGoodGrowth drivers are present, but execution risks are significant.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The SBI Large & Midcap Fund shows decent potential with consistent growth and manageable risks, but investors should be cautious about execution risks and governance issues.