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SBI Conservative Hybrid Fund(Q-IDCW)

Ticker: mf14601
Decent 72/100

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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.
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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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Business Overview

SBI Conservative Hybrid Fund is a balanced mutual fund that invests in a mix of equity and debt instruments, aiming to provide moderate growth with lower risk. Ideal for conservative investors seeking stable returns, this fund offers a strategic approach to wealth creation while minimizing volatility. It is particularly suitable for individuals looking for a steady income stream along with capital appreciation over the long term. With SBI's trusted management and a disciplined investment strategy, this fund stands out as a reliable choice for prudent investors.

  • Balanced investment in equity and debt
  • Lower risk profile for conservative investors
  • Steady income with potential for capital appreciation
  • Managed by SBI's experienced team
  • Ideal for long-term wealth creation

Investment Thesis

SBI Conservative Hybrid Fund offers a compelling investment opportunity due to its strong backing from the SBI Group, a credible promoter. The fund is well-positioned to capitalize on the growing digital services sector, providing a robust growth runway. Additionally, its attractive valuation compared to peers makes it an appealing choice for investors seeking stability and growth.

  • Strong backing from SBI Group enhances credibility and trust.
  • Significant growth potential in digital services sector.
  • Attractive valuation compared to industry peers.
  • Balanced approach with equity and debt exposure.
  • Ideal for conservative investors seeking steady returns.

Opportunity vs Risk

Opportunities
  • Stable returns in volatile markets
  • Diversified investment portfolio
  • Tax benefits on long-term gains
  • Suitable for conservative investors
  • Regular income through dividends
Risks ⚠️
  • Market fluctuations affect returns
  • Interest rate changes impact performance
  • Limited growth compared to equities
  • Inflation may erode real returns
  • Liquidity concerns in market downturns

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 rerating could occur with improved margin stability and consistent growth in assets under management.
📊 Stock Investment Checklist (100 Points)
SBI Conservative Hybrid Fund(Q-IDCW) • Updated: 2025-10-01 07:04:24
  • 10
    Business
    High
    The fund operates in a stable sector but lacks a clear competitive moat.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed over the past few years.
  • 10
    Profitability
    High
    ROE and ROCE are satisfactory, but OCF is slightly below net profit.
  • 8
    Valuation
    High
    Valuation metrics are reasonable compared to peers.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 9
    Governance
    High
    Promoter holding is strong, with minimal pledging.
  • 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 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.