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SBi Equity Savings Fund(M-IDCW Payout)

Ticker: mf14904
Decent 68/100

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H
HDFC Equity Savings Fund(IDCW-Reinv)
Score 68/100 Decent
The HDFC Equity Savings Fund shows a decent overall score with consistent growth and profitability metrics, making it a viable option for investors seeking moderate risk.
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H
HDFC Equity Savings Fund(IDCW)
Score 68/100 Decent
HDFC Equity Savings Fund shows decent potential for growth with a stable outlook, but investors should remain cautious of execution risks.
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N
Nippon India Banking and PSU Fund(Q-IDCW)
Score 68/100 Decent
The fund shows potential with a decent score, but investors should be cautious of execution risks and governance issues.
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N
Nippon India Banking and PSU Fund(M-IDCW)
Score 68/100 Decent
The fund shows decent potential with stable growth prospects, but faces challenges in profitability and valuation metrics.
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N
Nippon India Banking and PSU Fund(W-IDCW)
Score 66/100 Decent
The fund shows decent potential with stable growth prospects, but faces challenges in profitability and execution risks.
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N
Nippon India Banking and PSU Fund(IDCW)
Score 68/100 Decent
The fund is positioned well within a stable sector with consistent growth and profitability metrics, making it a decent investment option.
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I
Invesco India Money Market Fund(DD-IDCW)
Score 70/100 Decent
Invesco India Money Market Fund presents a decent investment opportunity with stable returns, but growth potential is limited.
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I
Invesco India Money Market Fund(M-IDCW)
Score 48/100 Decent
The fund shows decent potential but is not without its risks. Investors should weigh the moderate growth and profitability against the market conditions.
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I
Invesco India Money Market Fund(IDCW)
Score 68/100 Decent
The fund shows decent stability with moderate growth potential, but risks remain in terms of execution and market sentiment.
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A
Aditya Birla SL Large & Mid Cap Fund(IDCW)
Score 48/100 Decent
The fund shows potential but carries risks that need to be monitored closely.
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A
Aditya Birla SL Large & Mid Cap Fund(IDCW Reinvest)
Score 48/100 Decent
The fund shows potential for moderate growth, but investors should be cautious due to some governance and execution risks.
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M
Mahindra Manulife Multi Cap Fund(IDCW-Payout)
Score 68/100 Decent
The fund shows decent potential with consistent growth and profitability metrics, but faces challenges in valuation and governance aspects.
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M
Mahindra Manulife Multi Cap Fund(IDCW)
Score 48/100 Decent
The Mahindra Manulife Multi Cap Fund shows decent potential with consistent growth and manageable risks, but lacks a strong competitive edge.
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D
DSP Savings Fund(IDCW-Reinv)
Score 68/100 Decent
The DSP Savings Fund shows decent potential with consistent growth, but faces challenges in profitability and valuation metrics.
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D
DSP Savings Fund(M-IDCW Reinv)
Score 68/100 Decent
The fund shows decent potential but is facing challenges in profitability and growth drivers.
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D
DSP Savings Fund(DD-IDCW)
Score 48/100 Risky
The DSP Savings Fund shows several weaknesses in growth, profitability, and market sentiment, making it a risky investment at this time.
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Investment Thesis

SBI Equity Savings Fund stands out due to its robust promoter group, leveraging SBI's credibility. The fund is well-positioned to benefit from the growing digital services sector in India, providing a significant growth runway. Additionally, its attractive valuation compared to peers makes it an appealing investment opportunity for retail investors.

  • Strong backing from SBI, a trusted financial institution.
  • Significant growth potential in India's digital services sector.
  • Attractive valuation compared to similar funds in the market.
  • Diversified investment approach reduces risk for investors.
  • Consistent performance track record enhances investor confidence.

Opportunity vs Risk

Opportunities
  • Potential for steady income
  • Diversified investment portfolio
  • Tax benefits on long-term gains
  • Low volatility compared to equities
Risks ⚠️
  • Market fluctuations impact returns
  • Limited growth potential
  • Interest rate changes affect performance
  • Management fees reduce overall gains

Peer Perspective

SBi Equity Savings Fund trades at a premium compared to peers like HDFC Equity Savings Fund and ICICI Prudential Equity Savings Fund. A rerating could occur with improved margin stability and consistent growth in returns.
📊 Stock Investment Checklist (100 Points)
SBi Equity Savings Fund(M-IDCW Payout) • Updated: 2025-10-01 07:06:27
  • 10
    Business
    High
    The fund operates in a future-ready sector with a clear investment model.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed over the past few years.
  • 10
    Profitability
    High
    Strong ROE and ROCE, with healthy cash flow compared to net profit.
  • 8
    Valuation
    High
    Valuation metrics are in line with peers, suggesting fair pricing.
  • 7
    Balance
    High
    Debt levels are manageable with adequate liquidity.
  • 6
    Governance
    Good
    Promoter holding is stable, with minimal pledging and good disclosures.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The fund shows decent potential with a balanced risk-reward profile, but investors should remain cautious of execution risks.