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SBI Conservative Hybrid Fund(Q-IDCW Payout)

Ticker: mf14599
Decent 48/100

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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.
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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.
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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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Business Overview

SBI Conservative Hybrid Fund is designed for investors seeking a balanced approach to wealth creation with moderate risk. This fund invests in a mix of equity and fixed-income securities, making it suitable for conservative investors looking for steady income and capital appreciation. With a focus on stability and consistent returns, it is ideal for those who want to grow their savings while minimizing volatility. The Q-IDCW option allows for regular income payouts, enhancing liquidity for investors.

  • Balanced investment in equity and debt
  • Suitable for conservative investors
  • Focus on stability and steady returns
  • Regular income through Q-IDCW payouts
  • Managed by experienced professionals
  • Ideal for long-term wealth creation

Investment Thesis

SBI Conservative Hybrid Fund offers a compelling investment opportunity due to its strong backing from the reputable SBI Group, robust growth in digital services, and attractive valuations compared to peers. This fund is well-positioned to deliver consistent returns while balancing risk, making it an ideal choice for conservative investors.

  • Strong promoter group: Backed by the trusted SBI brand.
  • Digital services growth: Capitalizing on the increasing adoption of digital financial solutions.
  • Attractive valuation: Competitively priced against similar funds in the market.
  • Risk management: Balanced approach to equity and debt for stable returns.
  • Consistent performance: Historical track record of delivering reliable returns.

Opportunity vs Risk

Opportunities
  • Stable returns in volatile markets
  • Diversified investment approach
  • Potential for capital appreciation
  • Regular income through payouts
Risks ⚠️
  • Market fluctuations impact returns
  • Interest rate changes affect performance
  • Limited growth compared to equities
  • Liquidity risks in market downturns

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 AUM.
📊 Stock Investment Checklist (100 Points)
SBI Conservative Hybrid Fund(Q-IDCW Payout) • Updated: 2025-10-01 07:04:11
  • 10
    Business
    High
    The fund operates in a stable sector with moderate growth potential.
  • 10
    Growth
    High
    Consistent revenue growth observed, but profit margins are under pressure.
  • 10
    Profitability
    High
    ROE and ROCE are acceptable, but cash flow is inconsistent.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers, indicating potential overvaluation.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity could be improved.
  • 9
    Governance
    High
    Promoter holding is strong, but some concerns over disclosures.
  • 5
    Drivers
    Good
    Limited growth catalysts identified, execution risks present.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 48 / 100 • Decent
The fund shows moderate potential with some risks, making it a decent option for conservative investors.