SBI US Specific Equity Active FoF(IDCW-Payout)
Ticker: mf15977
Decent
66/100
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S
SBI US Specific Equity Active FoF(IDCW)
The SBI US Specific Equity Active FoF(IDCW) presents a decent investment opportunity with growth potential, but investors should be cautious of market volatility and execution risks.
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T
TRUSTMF Small Cap Fund(IDCW)
The TRUSTMF Small Cap Fund shows decent potential with growth opportunities, but risks related to volatility and execution should be carefully considered.
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N
Nippon India Multi-Asset Omni FoF(IDCW)
The Nippon India Multi-Asset Omni FoF presents a decent investment opportunity with a diversified approach and stable growth metrics, though some risks need to be monitored.
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H
HDFC Non-Cyclical Consumer Fund(IDCW Reinvest)
The HDFC Non-Cyclical Consumer Fund shows decent potential with stable growth prospects, but faces challenges in profitability and valuation metrics.
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HDFC Non-Cyclical Consumer Fund(IDCW)
The fund shows decent fundamentals but faces challenges in growth and valuation. Caution is advised.
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Axis Global Equity Alpha FoF(IDCW)
The fund shows decent potential with consistent growth and profitability metrics, though some risks in execution and valuation exist.
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Invesco India Balanced Advantage Fund(IDCW)
The Invesco India Balanced Advantage Fund shows a decent score with potential for growth, but investors should be cautious of execution risks.
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Aditya Birla SL Mfg. Equity Fund(IDCW-Reinv)
The fund shows potential with decent growth prospects, but faces challenges in profitability and valuation metrics.
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Aditya Birla SL Mfg. Equity Fund(IDCW)
The fund exhibits several weaknesses in growth consistency and profitability, making it a risky investment at this time.
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D
DSP NIFTY Next 50 Index Fund(IDCW-Reinv)
The DSP NIFTY Next 50 Index Fund presents a decent investment opportunity with a balanced approach to growth and risk, though investors should remain cautious of market volatility.
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D
DSP NIFTY Next 50 Index Fund(IDCW)
The DSP NIFTY Next 50 Index Fund shows a decent score reflecting a balanced approach to growth and profitability, but investors should be cautious of valuation and governance aspects.
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A
Aditya Birla SL Credit Risk Fund(IDCW-Reinv)
The fund shows potential but faces challenges in growth consistency and valuation metrics, warranting cautious investment.
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A
Aditya Birla SL Credit Risk Fund(IDCW)
The fund shows decent potential but faces challenges in growth and profitability metrics.
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B
Bandhan Financial Services Fund(IDCW Reinvest)
The fund shows potential but faces challenges in profitability and growth consistency. Caution is advised.
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B
Bandhan Financial Services Fund(IDCW)
The fund shows potential for growth but faces challenges in profitability and valuation metrics. Caution is advised.
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U
Union Innovation & Opp Fund(IDCW)
The fund shows potential but faces challenges in growth consistency and valuation compared to peers.
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Business Overview
SBI US Specific Equity Active FoF (IDCW-Payout) is a mutual fund designed for Indian investors seeking exposure to the US equity market. This fund aims to capitalize on growth opportunities in the US economy while providing regular income through dividend payouts. It's ideal for those looking to diversify their investment portfolio internationally and benefit from the potential of global markets. With a professional management team, this fund ensures strategic asset allocation and risk management.
- Access to US equity markets
- Regular income through dividends
- Professional fund management
- Diversification for Indian investors
- Focus on growth opportunities
Investment Thesis
SBI US Specific Equity Active FoF offers a compelling investment opportunity with its strong backing from the SBI group, a trusted name in finance. The fund is well-positioned to capitalize on the growth of digital services in the US market, and its attractive valuation compared to peers enhances its appeal for retail investors.
- Strong promoter group: Backed by the reputable SBI brand.
- Significant growth potential in digital services sector.
- Attractive valuation compared to peer funds.
- Diversification benefits from exposure to US equities.
- Regular income through IDCW payout option.
Peer Perspective
SBI US Specific Equity Active FoF trades at a slight premium compared to peers like ICICI US Equity Fund and HDFC US Equity Fund. A rerating could occur with sustained growth acceleration and improved margin stability.
📊 Stock Investment Checklist (100 Points)
SBI US Specific Equity Active FoF(IDCW-Payout) • Updated: 2025-10-01 07:17:23
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10BusinessHighThe fund is positioned in a future-ready sector with a clear investment model.
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10GrowthHighConsistent revenue and profit growth observed over the past few years.
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10ProfitabilityHighROE and ROCE are satisfactory, but OCF is slightly below net profit.
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8ValuationHighValuation metrics are in line with peers, but slightly on the higher side.
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7BalanceHighDebt levels are manageable, with adequate reserves and liquidity.
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6GovernanceGoodPromoter holding is stable, but some concerns regarding pledging.
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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 66 / 100
• Decent
The fund shows potential with decent growth prospects and manageable risks, making it a reasonable investment option.