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SBI Conservative Hybrid Fund(M-IDCW)

Ticker: mf14602
Decent 48/100

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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.
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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.
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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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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.
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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.
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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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Business Overview

The SBI Conservative Hybrid Fund (M-IDCW) is a balanced mutual fund that aims to provide investors with a mix of equity and debt exposure, ensuring stability and moderate growth. Ideal for conservative investors seeking regular income along with capital appreciation, this fund is designed to mitigate risks while participating in market growth. With a strong track record and managed by experienced professionals, it stands out as a reliable investment option for long-term financial goals.

  • Balanced approach: Equity and debt mix
  • Ideal for conservative investors
  • Regular income with capital appreciation
  • Managed by experienced professionals
  • Strong track record of performance

Investment Thesis

SBI Conservative Hybrid Fund (M-IDCW) stands out due to its strong backing from the SBI Group, a trusted name in Indian finance. The fund is well-positioned to benefit from the growing digital services landscape, enhancing its appeal. Additionally, its attractive valuation compared to peers makes it a compelling choice for investors seeking stability and growth.

  • Strong promoter group: Backed by SBI, a leader in the Indian banking sector.
  • Digital services growth: Capitalizing on the increasing shift towards digital finance.
  • Attractive valuation: Competitively priced compared to similar funds in the market.
  • Focus on stability: A balanced approach that combines equity and debt for risk management.
  • Proven track record: Consistent performance and reliability in varying market conditions.

Opportunity vs Risk

Opportunities
  • Stable returns in volatile markets
  • Diversified investment approach
  • Potential for capital appreciation
  • Regular income through dividends
Risks ⚠️
  • Market fluctuations impact returns
  • Interest rate changes affect performance
  • Credit risk from bond investments
  • Limited growth compared to equities

Peer Perspective

SBI Conservative Hybrid Fund trades at a slight premium compared to peers like HDFC Hybrid Fund and ICICI Prudential Hybrid Fund. A rerating could occur with improved margin stability and consistent growth in assets under management.
📊 Stock Investment Checklist (100 Points)
SBI Conservative Hybrid Fund(M-IDCW) • Updated: 2025-10-01 07:03:58
  • 10
    Business
    High
    The fund operates in a stable sector with moderate growth potential.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed over the past few years.
  • 10
    Profitability
    High
    ROE and ROCE are above industry averages, but OCF is slightly lower than net profit.
  • 8
    Valuation
    High
    Valuation metrics are in line with peers, but slightly on the higher side.
  • 7
    Balance
    High
    Debt levels are manageable, with adequate reserves and liquidity.
  • 9
    Governance
    High
    Promoter holding is strong, with minimal pledging and good disclosure practices.
  • 6
    Drivers
    Good
    Growth drivers are present, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral, with moderate liquidity.
Final Score & Verdict
Score 48 / 100 • Decent
The SBI Conservative Hybrid Fund shows decent potential with stable growth and profitability metrics, but faces some execution risks.