SBI US Specific Equity Active FoF
Ticker: mf13094
Decent
68/100
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Business Overview
SBI US Specific Equity Active FoF is a mutual fund designed for Indian investors seeking exposure to the US equity market. This fund aims to provide capital appreciation by investing in a diversified portfolio of US stocks. It is ideal for those looking to diversify their investments and tap into the growth potential of the US economy. With professional management and a focus on long-term gains, this fund is a strategic choice for investors aiming for global diversification.
- Diversified exposure to US equity markets
- Managed by experienced professionals
- Focus on long-term capital appreciation
- Ideal for investors seeking global diversification
- Mitigates risk through a diversified portfolio
Investment Thesis
SBI US Specific Equity Active FoF stands out due to its strong backing from the SBI group, a trusted name in Indian finance. With a robust focus on digital services, it taps into a growing market. Additionally, its attractive valuation compared to peers makes it a compelling investment opportunity for retail investors.
- Strong promoter group: Backed by SBI, a reputable financial institution.
- Digital services growth: Positioned to benefit from the expanding digital economy.
- Attractive valuation: Offers competitive pricing compared to peer funds.
- Diversification: Provides exposure to US equities, enhancing portfolio balance.
- Long-term potential: Focus on growth sectors aligns with future market trends.
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 sustained growth acceleration could trigger a rerating.
📊 Stock Investment Checklist (100 Points)
SBI US Specific Equity Active FoF • Updated: 2025-09-29 15:45:23
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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 above industry averages, but OCF is slightly lower than net profit.
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8ValuationHighValuation metrics are in line with peers, but there is some concern over P/E ratios.
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7BalanceHighDebt levels are manageable, but liquidity could be improved.
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6GovernanceGoodPromoter holding is strong, but there are some concerns regarding disclosures.
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5DriversGoodGrowth drivers 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 US Specific Equity Active FoF shows decent potential with consistent growth and profitability metrics, but there are areas of concern regarding liquidity and execution risks.