SBI Small Cap Fund
Ticker: mf12383
Decent
68/100
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M
Motilal Oswal Midcap Fund
The Motilal Oswal Midcap Fund shows decent potential for growth, but investors should be cautious of execution risks and market volatility.
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A
Axis ELSS Tax Saver Fund
The Axis ELSS Tax Saver Fund shows potential but faces challenges in profitability and execution risks. Investors should proceed with caution.
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I
ICICI Pru Corp Bond Fund
The fund shows decent potential but lacks strong growth drivers and has some risks associated with profitability and governance.
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S
SBI Large & Midcap Fund
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.
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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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I
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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A
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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N
Nippon India Liquid Fund
Nippon India Liquid Fund shows decent potential with stable fundamentals, but investors should be cautious of market volatility and competition.
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S
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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I
ICICI Pru India Opp Fund
The fund shows potential but faces challenges in profitability and execution risks. Caution is advised.
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A
Aditya Birla SL Large Cap Fund
The Aditya Birla SL Large Cap Fund shows potential but carries several risks that could affect performance. Investors should proceed with caution.
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A
Aditya Birla SL Money Manager Fund
The fund shows potential but faces challenges in profitability and valuation metrics. Caution is advised.
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A
Aditya Birla SL Corp Bond Fund
The fund shows potential but is facing challenges in growth and profitability metrics.
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K
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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Q
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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I
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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Business Overview
SBI Small Cap Fund is an equity mutual fund designed for investors seeking long-term capital appreciation by investing primarily in small-cap stocks. This fund is ideal for those looking to diversify their portfolio and tap into the growth potential of emerging companies in India. With a robust management team and a strong track record, it aims to deliver superior returns over time. Investing in small caps can offer higher growth prospects compared to large caps, making it a compelling choice for risk-tolerant investors.
- Focuses on high-growth small-cap stocks
- Managed by experienced professionals
- Ideal for long-term capital appreciation
- Potential for higher returns compared to large caps
- Diversifies investment portfolio effectively
Investment Thesis
SBI Small Cap Fund presents a compelling investment opportunity due to its strong promoter credibility, significant growth potential in digital services, and attractive valuation compared to peers. This fund is well-positioned to capitalize on India's economic growth and evolving market dynamics.
- Backed by SBI, a trusted financial institution with a solid track record.
- Strong focus on digital transformation, enhancing service delivery and customer engagement.
- Valuation metrics indicate potential upside compared to similar funds in the market.
- Diversified portfolio aimed at capturing growth in emerging small-cap segments.
- Robust risk management framework to safeguard investor interests.
Opportunity vs Risk
Opportunities
- High growth potential in small caps
- Diversification in investment portfolio
- Exposure to emerging market trends
- Potential for high returns
- Strong fund management team
Risks ⚠️
- Market volatility in small caps
- Liquidity concerns in smaller stocks
- Economic downturn impact
- Higher expense ratios
- Regulatory changes affecting small caps
Peer Perspective
SBI Small Cap Fund trades at a slight premium compared to peers like HDFC Small Cap Fund and Nippon India Small Cap Fund. A sustained growth acceleration and improved margin stability could trigger a rerating.
📊 Stock Investment Checklist (100 Points)
SBI Small Cap Fund • Updated: 2025-09-29 15:45:03
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10BusinessHighThe small cap sector shows potential but faces high volatility.
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10GrowthHighConsistent revenue growth observed, but profit margins are fluctuating.
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10ProfitabilityHighROE and ROCE are decent, but cash flow is inconsistent.
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8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
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7BalanceHighModerate debt levels, but liquidity is a concern.
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6GovernanceGoodPromoter holding is stable, but some pledging exists.
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5DriversGoodGrowth drivers are present, but execution risks are high.
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5TechnicalsGoodMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The SBI Small Cap Fund shows decent potential for growth, but investors should be cautious due to volatility and execution risks.