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SBI Conservative Hybrid Fund(A-IDCW)

Ticker: mf14603
Decent 48/100

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A
Axis Overnight Fund(M-IDCW)
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A
Axis Overnight Fund(W-IDCW)
Score 48/100 Decent
The Axis Overnight Fund presents a decent investment opportunity with moderate growth potential and acceptable risk levels, but investors should be cautious of execution risks and market sentiment.
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A
Axis Overnight Fund(DD-IDCW)
Score 68/100 Decent
The Axis Overnight Fund shows decent potential but faces challenges in profitability and valuation metrics. Investors should be cautious.
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I
ICICI Pru Banking & Fin Serv Fund(IDCW-Payout)
Score 66/100 Decent
The fund shows potential for moderate returns, but investors should be cautious of market volatility and execution risks.
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I
ICICI Pru Banking & Fin Serv Fund(IDCW)
Score 68/100 Decent
The fund shows decent potential for growth but is facing several challenges that could impact its performance.
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U
UTI Value Fund(IDCW)
Score 68/100 Decent
UTI Value Fund shows decent potential with consistent growth, but faces challenges in valuation and governance aspects.
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B
BHARAT Bond FOF - April 2030 -(IDCW)
Score 70/100 Decent
The Bharat Bond FOF - April 2030 presents a decent investment opportunity for conservative investors seeking stable returns, but growth potential is limited.
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A
Axis Corp Bond Fund(M-IDCW)
Score 68/100 Decent
The Axis Corp Bond Fund shows potential for moderate returns, but investors should be cautious of market volatility and execution risks.
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A
Axis Corp Bond Fund(W-IDCW)
Score 68/100 Decent
The Axis Corp Bond Fund shows moderate potential but faces challenges in growth and profitability metrics.
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Axis Corp Bond Fund(DD-IDCW)
Score 68/100 Decent
The Axis Corp Bond Fund shows potential but faces challenges in growth consistency and valuation metrics. Investors should proceed with caution.
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Axis Corp Bond Fund(IDCW)
Score 68/100 Decent
While Axis Corp Bond Fund has some strengths, particularly in balance sheet management, its growth potential and profitability metrics raise concerns. Investors should proceed with caution.
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N
Nippon India Nivesh Lakshya Long Duration Fund(H-IDCW)
Score 66/100 Decent
The fund shows decent potential with a balanced approach to growth and profitability, but investors should remain cautious of execution risks.
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N
Nippon India Nivesh Lakshya Long Duration Fund(Q-IDCW)
Score 48/100 Risky
The fund presents several risks with inconsistent growth and moderate profitability metrics, making it a risky investment choice.
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N
Nippon India Nivesh Lakshya Long Duration Fund(M-IDCW)
Score 70/100 Decent
The Nippon India Nivesh Lakshya Long Duration Fund shows decent potential with a stable growth outlook and manageable risks.
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N
Nippon India Nivesh Lakshya Long Duration Fund(A-IDCW)
Score 48/100 Decent
The fund presents a decent investment opportunity, but potential investors should be cautious of its growth consistency and execution risks.
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N
Nippon India Nivesh Lakshya Long Duration Fund(IDCW)
Score 68/100 Decent
The fund shows potential with a decent score, indicating a balanced risk-reward scenario.
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Business Overview

SBI Conservative Hybrid Fund (A-IDCW) is a balanced mutual fund that invests in a mix of equity and debt instruments, aiming to provide stable returns with moderate risk. Ideal for conservative investors seeking capital appreciation with lower volatility, this fund offers a strategic approach to wealth creation. Its hybrid nature allows for diversification, making it suitable for both new investors and those looking to balance their portfolios.

  • Balanced investment in equity and debt
  • Lower risk profile for conservative investors
  • Potential for stable returns over time
  • Diversification to mitigate market volatility
  • Managed by SBI, a trusted financial institution

Investment Thesis

SBI Conservative Hybrid Fund stands out due to its strong backing from the SBI group, a trusted name in Indian finance. The fund is well-positioned to leverage the growth in digital services, enhancing investor accessibility and engagement. Additionally, its attractive valuation compared to peers presents a compelling opportunity for retail investors seeking stability and growth.

  • Strong promoter group: Backed by the reputable SBI brand.
  • Significant growth potential in digital services enhancing investor experience.
  • Attractive valuation compared to similar funds in the market.
  • Balanced approach with equity and debt exposure for risk mitigation.
  • Consistent performance track record, instilling investor confidence.

Opportunity vs Risk

Opportunities
  • Stable returns in volatile markets
  • Diversified investment across asset classes
  • Potential for tax benefits
  • Regular income through dividends
  • Suitable for conservative investors
Risks ⚠️
  • Market fluctuations affect returns
  • Interest rate changes impact bond prices
  • Limited growth compared to equity funds
  • Inflation may erode real returns
  • Management fees can reduce profits

Peer Perspective

SBI Conservative Hybrid Fund trades at a slight premium compared to peers like HDFC Hybrid Equity Fund and ICICI Prudential Balanced Advantage Fund. A sustained improvement in margin stability could trigger a rerating.
📊 Stock Investment Checklist (100 Points)
SBI Conservative Hybrid Fund(A-IDCW) • Updated: 2025-10-01 07:03:34
  • 10
    Business
    High
    The sector is evolving with a focus on digital banking, but competition is intense.
  • 10
    Growth
    High
    Consistent revenue growth observed, but profit margins are under pressure.
  • 10
    Profitability
    High
    ROE and ROCE are decent, but OCF is fluctuating.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers, indicating potential overvaluation.
  • 10
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 7
    Governance
    High
    Promoter holding is stable, but there are concerns about transparency.
  • 8
    Drivers
    High
    Growth drivers are present, but execution risks remain significant.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 48 / 100 • Decent
The fund shows potential for moderate growth but faces challenges in profitability and valuation metrics.