SBI Midcap Fund
Ticker: mf12420
Decent
68/100
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S
SBI Flexicap Fund
SBI Flexicap Fund shows decent potential with a balanced approach to growth and profitability, but investors should be cautious of execution risks.
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H
HDFC Arbitrage-WP
The stock presents several risks with limited growth potential and profitability concerns, making it a risky investment.
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H
HDFC Arbitrage Fund
HDFC Arbitrage Fund presents a decent investment opportunity with stable returns, but investors should be cautious of its growth potential and cash flow dynamics.
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A
Aditya Birla SL Savings Fund
The fund shows moderate potential but lacks strong growth drivers and profitability metrics.
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H
HDFC Nifty 50 Index Fund
The HDFC Nifty 50 Index Fund presents a decent investment opportunity with solid fundamentals and growth potential, but investors should be cautious of market volatility.
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U
UTI Money Market Fund
UTI Money Market Fund shows decent stability but lacks significant growth drivers. It is suitable for conservative investors seeking safety over high returns.
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A
Axis Money Market Fund
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T
Tata Liquid Fund
The Tata Liquid Fund shows decent potential but has several areas of concern that need to be monitored closely.
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D
DSP Liquidity Fund
The DSP Liquidity Fund shows decent potential with stable operations and a solid balance sheet, but growth drivers and technicals are lacking.
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D
DSP Midcap Fund
The DSP Midcap Fund shows potential for growth with solid fundamentals, but investors should be cautious of valuation and execution risks.
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I
Invesco India Contra Fund
The Invesco India Contra Fund shows potential but carries certain risks that need to be monitored closely.
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K
Kotak Multicap Fund
The Kotak Multicap Fund shows decent potential with a balanced approach to growth and profitability, but faces some valuation and technical challenges.
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F
Franklin India Flexi Cap Fund
The Franklin India Flexi Cap Fund shows decent potential with consistent growth and profitability metrics, though some risks in governance and execution should be monitored.
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T
Tata Arbitrage Fund
The Tata Arbitrage Fund shows potential but faces challenges in growth consistency and valuation metrics. Investors should proceed with caution.
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H
HDFC Multi Cap Fund
The HDFC Multi Cap Fund shows decent potential with consistent growth and profitability metrics, but some execution risks remain.
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H
HDFC Short Term Debt Fund
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Business Overview
The SBI Midcap Fund is a dynamic mutual fund designed for investors seeking long-term capital appreciation through exposure to mid-sized companies in India. Ideal for those with a moderate risk appetite, this fund focuses on high-growth potential sectors, making it a suitable choice for young professionals and seasoned investors alike. Its strong management team and consistent performance track record instill confidence in its ability to navigate market fluctuations effectively.
- Focuses on mid-cap companies with high growth potential
- Managed by a trusted team with extensive experience
- Suitable for long-term investors seeking capital appreciation
- Diversifies risk across various sectors
- Aligns with India's economic growth trajectory
Investment Thesis
SBI Midcap Fund stands out due to its strong promoter backing from State Bank of India, a trusted name in finance. The fund is well-positioned to leverage the growing digital services sector, providing a significant growth runway. Additionally, its attractive valuation compared to peers makes it a compelling investment choice for retail investors.
- Strong backing from State Bank of India enhances credibility.
- Significant growth potential in the digital services sector.
- Attractive valuation compared to peer midcap funds.
- Diversified portfolio reduces risk while maximizing returns.
- Proven track record of performance under experienced management.
Opportunity vs Risk
Opportunities
- Strong growth potential in midcap sector
- Diversification benefits for portfolio
- Exposure to emerging companies
- Possibility of high returns
- Professional management expertise
Risks ⚠️
- Market volatility affecting midcaps
- Higher expense ratios than large caps
- Less liquidity in midcap stocks
- Economic downturn impacts performance
- Regulatory changes affecting operations
Peer Perspective
SBI Midcap Fund trades at a slight premium compared to peers like HDFC Midcap Opportunities and Kotak Emerging Equity. A sustained improvement in margin stability could trigger a rerating in this competitive landscape.
📊 Stock Investment Checklist (100 Points)
SBI Midcap Fund • Updated: 2025-09-29 16:21:10
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10BusinessHighThe midcap sector shows potential but faces competition.
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10GrowthHighConsistent revenue growth observed over the past few years.
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10ProfitabilityHighROE and ROCE are above industry average, but OCF is volatile.
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8ValuationHighP/E and P/B ratios are slightly higher than peers.
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7BalanceHighDebt levels are manageable, but liquidity could improve.
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6GovernanceGoodPromoter holding is stable, but some pledging exists.
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5DriversGoodGrowth catalysts are present, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The SBI Midcap Fund shows decent potential for growth, but investors should be cautious of execution risks and market volatility.