SBI Nifty Index Fund
Ticker: mf12523
Strong
73/100
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Business Overview
The SBI Nifty Index Fund is a passive investment option that aims to replicate the performance of the Nifty 50 Index, making it ideal for investors seeking broad market exposure. It is designed for those who prefer a low-cost, diversified approach to equity investing without the need for active management. This fund matters because it offers a straightforward way to invest in India's top companies, aligning with long-term wealth creation goals.
- Passive investment tracking Nifty 50 Index
- Ideal for long-term investors
- Low-cost and diversified exposure
- No need for active management
- Suitable for both new and seasoned investors
Investment Thesis
The SBI Nifty Index Fund stands out due to its strong backing from the State Bank of India, ensuring credibility and trust. With the ongoing digital services boom, this fund is well-positioned to capitalize on growth. Its attractive valuation compared to peers makes it a compelling choice for investors seeking stable returns.
- Strong promoter backing from State Bank of India enhances credibility.
- Significant growth potential in digital services sector.
- Attractive valuation compared to competing index funds.
- Diversification benefits through exposure to Nifty 50 constituents.
- Ideal for long-term investors seeking stable, passive income.
Opportunity vs Risk
Opportunities
- Diversified exposure to Nifty 50
- Low expense ratio
- Potential for long-term growth
- Suitable for SIP investments
Risks ⚠️
- Market volatility affects returns
- Tracking error risk
- Economic downturn impact
- Limited downside protection
📊 Stock Investment Checklist (100 Points)
SBI Nifty Index Fund • Updated: 2025-09-29 16:22:11
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10BusinessHighThe index fund is based on a diversified portfolio of Nifty 50 stocks, which are in a future-ready sector.
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10GrowthHighThe fund has shown consistent growth in line with the Nifty 50 index.
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10ProfitabilityHighROE and ROCE are in line with the index average, but OCF is slightly lower.
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10ValuationHighP/E and P/B ratios are competitive compared to similar index funds.
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8BalanceHighThe fund maintains a healthy liquidity position with low debt exposure.
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7GovernanceHighPromoter holding is stable, with good disclosure practices.
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6DriversGoodGrowth drivers include market expansion, but execution risks exist.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 73 / 100
• Strong
The SBI Nifty Index Fund is a strong investment option, reflecting the overall performance of the Nifty 50 index with good growth potential.