SBI Large & Midcap Fund(IDCW Payout)
Ticker: mf14153
Decent
72/100
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SBI Large & Midcap Fund(IDCW)
The SBI Large & Midcap Fund shows decent potential with some growth opportunities, but faces challenges in profitability and valuation metrics.
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I
ICICI Pru Equity-Arbitrage Fund(IDCW-Payout)
The fund shows decent potential but is not without its risks. Investors should weigh the moderate growth and profitability against the existing risks.
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I
ICICI Pru Equity-Arbitrage Fund(IDCW)
The fund shows potential but faces challenges in growth consistency and profitability metrics.
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A
Axis Midcap Fund(IDCW)
The Axis Midcap Fund shows potential but faces challenges in growth consistency and valuation. Investors should proceed with caution.
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N
Nippon India Liquid Fund(M-IDCW)
Nippon India Liquid Fund shows decent potential with stable growth and a strong liquidity position, but investors should be cautious of market volatility and governance concerns.
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N
Nippon India Liquid Fund(W-IDCW)
Nippon India Liquid Fund shows decent potential with stable growth and profitability metrics, but it faces some execution risks and valuation concerns.
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N
Nippon India Liquid Fund(Q-IDCW)
The Nippon India Liquid Fund shows decent stability and growth potential, but faces challenges in a competitive environment.
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N
Nippon India Liquid Fund(DD-IDCW)
Nippon India Liquid Fund shows decent potential with stable growth and profitability metrics, but some risks in governance and execution should be monitored.
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S
SBI ELSS Tax Saver Fund(IDCW)
The SBI ELSS Tax Saver Fund shows decent potential with consistent growth and profitability metrics, but some risks in execution and valuation should be monitored.
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S
SBI ELSS Tax Saver Fund(IDCW Payout)
The fund shows potential but faces challenges in profitability and valuation. Caution is advised.
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I
ICICI Pru India Opp Fund(IDCW-Payout)
The fund shows decent potential for growth, but investors should be cautious of volatility and execution risks.
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I
ICICI Pru India Opp Fund(IDCW)
The fund shows a decent potential for growth with strong fundamentals, but investors should remain cautious of execution risks.
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A
Aditya Birla SL Large Cap Fund(IDCW Reinvest)
The fund shows decent potential with a balanced approach to growth and profitability, though some risks remain.
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A
Aditya Birla SL Large Cap Fund(IDCW)
The fund shows potential but carries risks due to inconsistent growth and valuation concerns. Caution is advised for new investments.
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A
Aditya Birla SL Money Manager Fund(W-IDCW Reinv)
The fund shows decent potential with stable growth and profitability metrics, though some risks remain.
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A
Aditya Birla SL Money Manager Fund(W-IDCW)
The fund shows decent potential with stable growth and profitability metrics, although some risks remain.
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Business Overview
The SBI Large & Midcap Fund (IDCW Payout) is a dynamic mutual fund designed for investors seeking long-term capital appreciation through a diversified portfolio of large and mid-sized companies. Ideal for those looking to balance growth and stability, this fund aims to capture the potential of India's growing economy. By investing in a mix of established and emerging businesses, it offers a strategic approach to wealth creation.
- Focus on large and mid-cap stocks
- Suitable for long-term investors
- Diversification reduces risk
- Managed by experienced professionals
- Potential for significant capital appreciation
Investment Thesis
SBI Large & Midcap Fund stands out due to its robust promoter credibility, leveraging the strength of the SBI brand. The fund is well-positioned to capitalize on the growing digital services sector, offering significant growth potential. Additionally, its attractive valuation compared to peers makes it an appealing choice for investors seeking long-term wealth creation.
- Strong backing from the SBI Group, enhancing trust and reliability.
- Significant growth potential in digital services, aligning with market trends.
- Attractive valuation metrics compared to peer funds, presenting a buying opportunity.
- Diversified portfolio focusing on large and midcap stocks for balanced risk.
- Proven track record of performance, instilling confidence in long-term returns.
Opportunity vs Risk
Opportunities
- Strong historical performance
- Diverse portfolio across sectors
- Potential for high returns
- Expert fund management
- Growing market capitalization
Risks ⚠️
- Market volatility impacts returns
- Economic downturns affect performance
- High expense ratios
- Regulatory changes may impact
- Liquidity risks in midcap stocks
📊 Stock Investment Checklist (100 Points)
SBI Large & Midcap Fund(IDCW Payout) • Updated: 2025-10-01 15:28:57
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10BusinessHighThe fund is invested in sectors that are adapting to future trends, but lacks a strong competitive moat.
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10GrowthHighRevenue and profit growth have been inconsistent, with some volatility in returns.
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10ProfitabilityHighROE and ROCE are moderate, but cash flow generation is not robust compared to net profit.
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8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
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7BalanceHighThe balance sheet shows manageable debt levels, but liquidity could be improved.
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9GovernanceHighPromoter holding is stable, but there are concerns about transparency in disclosures.
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6DriversGoodGrowth drivers are present, but execution risks remain significant.
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5TechnicalsGoodMarket sentiment is neutral with low liquidity and mixed price action.
Final Score & Verdict
Score 72 / 100
• Decent
The fund shows decent potential but carries risks related to growth consistency and valuation metrics.