Portfolio Alerts Watch List Cart

SBI Conservative Hybrid Fund(A-IDCW Payout)

Ticker: mf14598
Risky 48/100

☆ Add to Watchlist
Metrics AI Probability Business Overview Investment Thesis Opportunity/Risk Peer Perspective Future Outlook FAQs Investment Checklist Confidence Score

More Options

S
SBI Conservative Hybrid Fund(Q-IDCW Payout)
Score 48/100 Decent
The fund shows moderate potential with some risks, making it a decent option for conservative investors.
View details
S
SBI Conservative Hybrid Fund(M-IDCW Payout)
Score 48/100 Decent
The fund shows potential for moderate returns but carries some risks that need to be monitored.
View details
S
SBI Conservative Hybrid Fund(Q-IDCW)
Score 72/100 Decent
The SBI Conservative Hybrid Fund shows decent potential with consistent growth and reasonable valuations, but it faces some execution risks and liquidity concerns.
View details
S
SBI Conservative Hybrid Fund(M-IDCW)
Score 48/100 Decent
The SBI Conservative Hybrid Fund shows decent potential with stable growth and profitability metrics, but faces some execution risks.
View details
S
SBI Conservative Hybrid Fund(A-IDCW)
Score 48/100 Decent
The fund shows potential for moderate growth but faces challenges in profitability and valuation metrics.
View details
A
Axis Overnight Fund(M-IDCW)
Score 68/100 Decent
The Axis Overnight Fund shows decent potential but faces challenges in profitability and valuation metrics. Investors should be cautious and monitor market conditions closely.
View details
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.
View details
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.
View details
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.
View details
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.
View details
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.
View details
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.
View details
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.
View details
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.
View details
A
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.
View details
A
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.
View details

Business Overview

SBI Conservative Hybrid Fund (A-IDCW Payout) is a balanced mutual fund designed for conservative investors seeking stable returns with moderate risk. It invests in a mix of equities and fixed-income securities, making it ideal for those looking to preserve capital while earning potential growth. This fund is particularly suitable for individuals planning for long-term goals like retirement or children's education, ensuring a steady income stream through its payout option.

  • Balanced investment in equities and debt
  • Ideal for conservative investors
  • Offers regular income through payouts
  • Supports long-term financial goals
  • 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. With the increasing adoption of digital services, this fund is well-positioned for growth. Additionally, its attractive valuation compared to peers makes it a compelling choice for retail investors seeking stability and returns.

  • Strong promoter group with SBI's established credibility.
  • Significant growth potential in digital service offerings.
  • Attractive valuation compared to similar funds in the market.
  • Balanced approach with equity and debt for risk mitigation.
  • Ideal for conservative investors seeking steady income and capital appreciation.

Opportunity vs Risk

Opportunities
  • Stable income through dividends
  • Diversified investment approach
  • Potential for capital appreciation
  • Suitable for risk-averse investors
  • Regular payouts enhance cash flow
Risks ⚠️
  • Market volatility affects returns
  • Interest rate fluctuations impact bonds
  • Limited growth compared to equities
  • 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 Fund and ICICI Prudential Hybrid Fund. A sustained improvement in margin stability could trigger a rerating in its valuation.
📊 Stock Investment Checklist (100 Points)
SBI Conservative Hybrid Fund(A-IDCW Payout) • Updated: 2025-10-01 07:03:22
  • 10
    Business
    High
    The fund operates in a stable sector but lacks a significant competitive edge.
  • 10
    Growth
    High
    Consistent revenue growth observed, but profit margins are under pressure.
  • 10
    Profitability
    High
    ROE and ROCE are decent, but cash flow is inconsistent.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers, indicating potential overvaluation.
  • 7
    Balance
    High
    Moderate debt levels with reasonable liquidity.
  • 9
    Governance
    High
    Promoter holding is stable, but some concerns about transparency.
  • 6
    Drivers
    Good
    Limited growth catalysts identified, with execution risks present.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 48 / 100 • Risky
The fund shows potential but carries significant risks, particularly in profitability and governance.