SBI Equity Hybrid Fund(IDCW-Payout)
Ticker: mf14047
Decent
68/100
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SBI Equity Hybrid Fund(IDCW)
The SBI Equity Hybrid Fund shows decent potential with consistent growth and a solid business model, though some risks in execution and governance should be monitored.
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K
Kotak Arbitrage Fund(M-IDCW Payout)
The Kotak Arbitrage Fund shows decent potential with stable growth and acceptable profitability, but faces challenges in competitive positioning and liquidity.
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K
Kotak Arbitrage Fund(M-IDCW)
The Kotak Arbitrage Fund shows decent potential with stable growth and profitability metrics, but some risks and valuation concerns remain.
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I
ICICI Pru Large Cap Fund(IDCW-Payout)
The fund shows decent potential with a balanced approach to growth and profitability, but some risks remain in execution and market sentiment.
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I
ICICI Pru Large Cap Fund(IDCW)
The ICICI Pru Large Cap Fund shows decent potential with consistent growth and profitability metrics, but investors should be cautious of execution risks.
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I
ICICI Pru Balanced Advantage Fund(M-IDCW Payout)
The fund shows decent potential with a balanced approach to growth and risk management.
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I
ICICI Pru Balanced Advantage Fund(IDCW-Payout)
The fund shows decent potential with stable growth and profitability metrics, but some risks in execution and governance need attention.
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I
ICICI Pru Balanced Advantage Fund(M-IDCW)
The fund shows decent potential with a balanced approach to growth and risk, but investors should remain cautious of execution risks.
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I
ICICI Pru Balanced Advantage Fund(IDCW)
The fund shows a decent overall performance with good growth potential, but some risks need to be monitored.
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N
Nippon India Small Cap Fund(IDCW)
The fund shows potential for growth but comes with significant risks associated with small cap investments.
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I
ICICI Pru Multi-Asset Fund(IDCW-Payout)
The ICICI Pru Multi-Asset Fund shows decent potential with a balanced approach to growth and profitability, though some risks remain.
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I
ICICI Pru Multi-Asset Fund(IDCW)
The fund shows decent potential with a balanced approach to growth and risk management, but caution is advised due to execution risks.
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S
SBI Liquid Fund(W-IDCW Payout)
The SBI Liquid Fund presents a decent investment opportunity with stable growth and profitability metrics, though some execution risks should be monitored.
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S
SBI Liquid Fund(FN-IDCW Payout)
The SBI Liquid Fund shows decent potential with stable growth and profitability metrics, but faces some execution risks.
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S
SBI Liquid Fund(FN-IDCW)
SBI Liquid Fund shows decent stability but lacks strong growth catalysts. Investors should be cautious.
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S
SBI Liquid Fund(W-IDCW)
The SBI Liquid Fund presents a decent investment opportunity with stable growth and manageable risks, but investors should be cautious of execution risks and governance issues.
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Business Overview
The SBI Equity Hybrid Fund (IDCW-Payout) is designed for investors seeking a balanced approach to growth and income. By investing in a mix of equity and debt, this fund aims to provide stability while capitalizing on market opportunities. Ideal for those looking for moderate risk with the potential for higher returns, it stands out for its professional management and robust performance track record. This fund is a smart choice for long-term wealth creation while ensuring regular payouts.
- Balanced investment in equity and debt
- Suitable for moderate risk investors
- Professional fund management
- Focus on long-term wealth creation
- Regular income through payouts
Investment Thesis
SBI Equity Hybrid Fund stands out due to its robust promoter credibility, leveraging the trusted SBI brand. The fund is well-positioned to benefit from the growing digital services sector. Additionally, it offers attractive valuations compared to peers, making it a compelling choice for retail investors seeking balanced growth and income.
- Strong backing from SBI, a leading financial institution in India.
- Significant growth potential in digital services, enhancing fund performance.
- Attractive valuations compared to similar funds in the market.
- Focus on balanced equity and debt exposure for risk mitigation.
- Proven track record of delivering consistent returns for investors.
Opportunity vs Risk
Opportunities
- Stable returns from hybrid investment
- Diversification across equity and debt
- Potential for capital appreciation
- Regular income through dividends
Risks ⚠️
- Market volatility affecting equity portion
- Interest rate changes impact debt returns
- Possible lower returns in downturns
- Management fees may reduce profits
Peer Perspective
SBI Equity Hybrid Fund is currently trading at a slight premium compared to peers like HDFC Hybrid Fund and ICICI Prudential Hybrid Fund. A rerating could occur if it demonstrates consistent margin stability and enhanced growth potential.
📊 Stock Investment Checklist (100 Points)
SBI Equity Hybrid Fund(IDCW-Payout) • Updated: 2025-10-01 07:05:46
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10BusinessHighThe sector is evolving with digital banking and financial inclusion, but competition is intense.
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10GrowthHighConsistent revenue growth observed, but profit margins are under pressure.
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10ProfitabilityHighROE and ROCE are decent, but OCF is fluctuating.
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8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
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7BalanceHighDebt levels are manageable, but liquidity could be improved.
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6GovernanceGoodPromoter holding is stable, but some concerns over pledging.
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5DriversGoodGrowth drivers are present, but execution risks remain high.
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5TechnicalsGoodMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The fund shows potential for moderate growth, but investors should be cautious of market volatility and execution risks.